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Steve Friedman

Owner / CEO

Steve specializes in Retirement/Financial
Planning/Benefit Planning and Estate
Planning for business owners. He is a top
tier broker on life, health, and disability
insurance programs.


Becky Burt

Director of Operations

Becky is a life and health licensed executive
team member. Becky helps run and
administer California Business Benefits, she
interfaces with our clients day to day basis
as needed. Becky is also the in house
Senior Care specialist with 15 years in the


Aran Sahagun, CRPS

Retirement Specialist

Aran has 20 years’ experience as a
Registered Investment Advisor. He is a
401(k) advisor and fiduciary. Aran works
closely with the employers to assist in
educating employees on the importance of
saving for retirement.

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Jennifer Sterling

Property Casualty Specialist

As a nationwide environmental insurance
broker for over 15 years for all lines of
insurance across the country specific to
this industry, Jennifer knows this industry
with regards to the insurance risks and
exposures in this ever-changing industry.


Shelly Kapfhammer

LTC, CLTC, LTCP Specialist

Shelly Kapfhammer is the Long Term Care
Specialist for the Tax & Financial Group in
Newport Beach. Shelly provides training
and education to Financial Advisors, Life
Insurance Professionals, Property and
Casualty Agents, CPAs, and Attorneys
on the importance of Long Term Care
in their portfolio.


Shawn Nobles

Property Casualty Specialist

Shawn has 35 years experience as an
independent agent/broker in commercial
and personal lines of insurance. He has
experience with admitted and surplus lines
carriers. As of 4//1/2020 Shawn has over 60
commercial carriers and 55 personal lines
carriers to provide competitive coverage
and pricing tailored to you. 


Matt Hamrock

Compliance Specialist

Matt started Hamrock Insurance Services in
2001 and provides professional employee
benefit advice for small and medium sized
employers. He specializes in compliance
and insurance solutions.

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