Capwell Financial Advisors - Northwestern Mutual

06/10/2026

Let me help you get the right financial plan in place, so the big stuff AND the little stuff feel lighter. Let’s get started on yours today.

06/08/2026

I can help make sure your budget is ready for a new house or condo. Reach out so you can go house hunting with confidence. https://www.northwesternmutual.com/life-and-money/what-buying-a-house-really-costs/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-home_field&utm_term=buying-a-house&agentid=015865

06/05/2026

2026 is the year for a double 10-year work anniversary! Both joined our team in 2016, so we picked mid-year to honor Anthony Aguilar, Director of Insurance Operations, and Chloé Banyots, Director of Investment Operations. We could not be more grateful for both of you in your experience and care for our clients and our team. Cheers to you both!🥂

06/04/2026

Many things can be true at once. I can help you set up a financial plan to prepare for it all.

06/01/2026

Where has the time gone?! We are celebrating CW's big number 7 today!!! While our advisors and team have been around much longer, CapWell as a whole was born on June 1st, 2019. HBD, CW! 🎉

06/01/2026

A financial plan is like a road map that shows you where you are and how to get where you want to go. But what does that really mean? Learn more about what’s actually included in a good plan. Please reach out if you’d like to start building your plan. https://www.northwesternmutual.com/life-and-money/what-is-included-in-a-financial-plan/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_your-financial-plan_field&utm_term=a-financial-plan&agentid=015865

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

05/26/2026

Let’s talk through the right type of life insurance for your needs and goals. https://www.northwesternmutual.com/life-and-money/the-different-types-of-life-insurance-explained/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_life-insurance_field&utm_term=types-of-life&agentid=015865

05/25/2026

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.