Our team is dedicated to helping businesses and individuals plan for retirement. Whether we are partnering with Retirement Plan Sponsors, Retirement Plan Participants or Individual Clients we take a collaborative approach to help address the challenges of today's retirement plan landscape. Below are the key members of our team:
Steven J. Hocking, CFP®
Steven began his financial services career in 1996. His primary focus is providing financial guidance and counsel to business owners on retirement plans. He holds Series 7, 6 63 and 66 securities licenses, as well as life, health and annuity insurance licenses. Steven earned a B.A. degree in business from California State University, Fullerton.
AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, TN, TX, UT, VA, WA, WI, WY
Jennifer Lynn Hocking
Jennifer is a goal oriented individual with a passion for helping people. Her experience in the Financial Services industry has included roles in Human Resources, Marketing and Business Operations. Jennifer focuses on plan design, leads our marketing initiatives and manages our team operations. She holds her Series 7, Series 66, the Chartered Retirement Plan Specialist designation and an M.B.A. from California State University, Fullerton.
AZ, CA, CO, FL, GA, HI, IA, NJ, NM, NV, NY, TN, TX, VA
Michael Gutierrez "Mike" Curry, CTFA, CRPC®, CRPS®
Mike is dedicated to preparing people for their financial future through inspiring action towards retirement savings and investing. He provides guidance to retirement plan sponsors and participants. With years of experience in financial services and investment management, Mike possesses critical expertise in client service, process management and fiduciary oversight. In addition to a B.A. in Marketing Management from the University of New Mexico, Mike holds the Series 7 and 66 securities licenses, the Certified Trust and Financial Advisor designation from the American Bankers Association, the Chartered Retirement Planning Counselor and the Chartered Retirement Plans Specialist designations from the College for Financial Planning.
AK, AZ, CA, FL, GA, NM, NV, NY, TX
Wealth Strategy Associate
Certified 401(k) Professional (C(k)P)
Ryan serves as the team investment analyst, providing insights on market trends and recommendations, and also conducts participant education and financial goal analysis. Ryan's background is in Risk Management, Operations and Business Intelligence/Analytics and he has held various roles in the Retail, Insurance, and Financial Services industries. Ryan earned an M.B.A. from California State University, Fullerton and holds his Series 7 and 66 security licenses.
Jennifer Jill Uy
Senior Client Service Associate
As a Senior Client Service Associate, Jill provides exceptional service to our clients on a daily basis. She helps process plan changes, facilitate communications, and organize meetings and events. Jill holds her Series 7 and Series 66 securities licenses.