An elevated advisory experience

Our Team

Helping our corporate retirement clients pursue their goals is what we’re all about. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business.

Team Photo

We believe that financial advisory services should be tailored to the unique needs of each corporate client we serve. Our approach is centered on understanding and addressing the specific requirements of businesses, particularly in designing and managing comprehensive corporate retirement plans. While we also cater to managing personal wealth, our primary focus is on elevating your business with strategic thinking and customized strategies. Our team is committed to identifying opportunities that help drive success and enhance the financial wellbeing of your organization.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

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Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Corporate Retirement Plan Consulting

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.

get to know Our Team

Steven Hocking
Steven Hocking, CFP®, CPFA®
Senior Vice President, Wealth Management
Jennifer Hocking
Jennifer Hocking, CRPS™, C(k)P®, MBA, CPFA®, AIF®
Vice President, Investments
Ryan Mueller
Ryan Mueller, MBA, C(k)P®, CPFA®, AAMS™
Senior Financial Planning Consultant
Jennifer Uy
Jill Uy
Senior Registered Client Service Associate
Juan Guerra
Juan Guerra Jr
Senior Registered Client Service Associate

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The strength of the team is each individual member. The strength of each member is the team.
Phil Jackson

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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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