About us

Play Video

Living out our Core Values in our team

Play Video

Living out our Core Values with our clients




Our Core values are at the foundation of how we interact both inside our company with our team and outside our company with the clients we serve:
Constantly using these core value allows us to help our clients escape the stress of their finances.

Our Team

Ben Hockema, CFP®

Founder & Advisor

Eddie Arraya

Chief Operating Officer

Lauren Mendel, CFP®

Financial Planner

Jeff Chan

Associate Planner

David Shirley


Gary Bowyer


Diego Arteaga

Client Care Specialist

Contact Us

We understand that each client has their own way they like to meet. Some prefer regular in-person meetings, while others are happy with Virtual meeting via Zoom or Phone meetings. We are happy to meet you the way you would like.