Empathy
Stewardship
About us
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Living out our Core Values in our team
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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
Financial Planner
Jeff Chan
Planner
David Shirley
Partner
Gary Bowyer
Partner
David Shirley
Partner
Gary Bowyer
Partner
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.
