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Support Staff



Kelley Carter


(916) 868-3900
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Kelley is the central communications contact for Nancy Fletcher, CFP® and Lori Carden, CRPC®. She handles the daily operations including scheduling of client appointments, processing new business and working with individual clients to provide excellent service. She has been with our company since 2008 and has over 25 years of experience working in customer service.

 

Jacqueline Frese

 

(916) 868-3900
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Jacqueline (or Jackie as she's known around the office) is an investment support specialist for Briggs Matsko, CFP®, CRPC® and Jeff R. Maas, CFP®, ChFC®, CRPC®. She prepares detailed portfolio reports and personalized retirement planning data for clients, as well as assisting in the preparation of investment analysis. She anticipates clients' needs and enjoys communicating with clients to provide the best possible service. Jacqueline is a graduate of University of California, Berkeley with a B.A. in Economics and Distinction in Scholarship. She has over 15 years of experience as a legal assistant and executive assistant to managing law partners. She has raised a family in the local community of Granite Bay, where she volunteered extensively in the schools and served on the board of her homeowner's association. Jacqueline currently lives in Fair Oaks. Her leisurely pursuits are boating, bicycling, and travel.

 

Shasta Hague

 

(916) 868-3900
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Shasta is the central operations lead for RSC Corporate matters as well as our office staff. While time has flown by, this will be her 9th year in working with our group. She has over 16 years of experience working in management and in direct support to senior level executives. She currently holds FINRA Series 7 and 65 securities licenses and a CA Life Insurance license, as well as a California Notary License. Shasta recently achieved her Bachelor of Arts in Business Administration and graduated with Honors. She resides in Elk Grove with her spouse and two wonderful dogs.

 

Julie Von Kahle

 

(916) 868-3900
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Julie has a diverse background and experience varying from corporate employee positions to successful ventures as a business owner and entrepreneur along with her husband Jon. Julie is a native Californian who grew up in the Bay Area and later the Napa Valley. She developed a strong interest to pursue opportunities in business administration while at California State University, Sacramento. The ambiance of growing up and working in a resort destination helped to ignite her passion for working at what you enjoy. She eventually applied those skills to help run her husband’s successful computer networking and telecommunication support corporation for over 12 years. Seeking a change of lifestyle, they decided to move to the foothills and pursue a variety of entrepreneurial ventures that centered on their passions for animals, the outdoors and coffee. She and her husband, along with their two teenage children Bridgett and Kent, have enjoyed and continue to stay active in their local community sports, schools and events. As our Office Facilitator, Julie is able to focus on her love of customer service and the opportunity to work in an environment that helps create a positive difference in people’s lives.

 

Alyson Zeitler

 

(916) 868-3900
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Alyson is Executive Assistant to Jake Wilson. She assists him on everyday tasks ranging from scheduling appointments to assisting with retirement plans and IRA’s. She was born and raised in Chico, CA where she is currently attending California State University, Chico, pursuing a Business Economics degree. She aspires to become a Financial Planner in the future and help clients in achieving their retirement and financial goals. She has extensive experience in customer service and would like to combine her educational background with quality service in meeting client’s needs. In her free time from being a full-time student and part-time employee for Retirement Security Centers/LFA, she loves to spend time in the beautiful parks of Chico, where she takes long hikes with her puppy or rides her bike on the amazing trails. She also enjoys gardening and spending time her family.

 
Philip Woodland

Philip Woodland

 

(916) 868-3900
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After graduating from Brigham Young University with a Bachelor of Arts in Economics, Philip worked in corporate banking for several years in Salt Lake City. He has now returned to his hometown as a Practice Analyst for Briggs A. Matsko, CFP®, CRPC® and Jeff R. Maas, CFP®, ChFC®, CRPC® where he is responsible for preparing client reviews, analyzing investments, and just making life easier for the advisors. Philip often races home during his lunch breaks to see his wife and their baby girl. When he is not working he enjoys being with his family, catching up on his art, and watching as much basketball as he possibly can.

 

Courtney Casey

 

(916) 868-3900
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Courtney is a Practice Manager in support of Brandi Stahl, CFP®, CRPC®. Courtney handles daily operations including scheduling client appointments, preparing detailed portfolio reports as well as assisting in the preparation of creating personalized retirement plans. She administers incoming client requests and outgoing correspondence.

Courtney is currently working towards a Bachelor degree through California Coast University. In her spare time she enjoys time outdoors, cooking, traveling and spending time with her family, friends and her dog.

 

Laurie Cronin

 

(916) 868-3900
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Laurie is the Executive Assistant for Ken Leonardini, CFP®, CLU, ChFC. With over 20 successful years in the insurance and legal field, her number one priority has always been to provide excellent service to the clients. Laurie is a native of Sacramento and graduated from California State University, Sacramento with a B.S. in Business Administration. She currently resides in Gold River. When her children attended the neighborhood elementary school, she spent many years volunteering as a math tutor. She has taken her passion to help students in math outside the classroom providing one-on-one tutoring during the evenings. During her spare time, she enjoys being with friends and spending time anywhere there is a lake or ocean.

 
 

Tessa Grimm

 

(916) 868-3900
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Tessa is a Planner Assistant is on the Briggs Matsko,CFP®, CRPC and Jeff Maas,CFP®,ChFC®, CRPC team. Although she is new to the industry and newest member of the team, she’s a quick study and eager to learn. Her role on the team is to support the VIP Client Service Manager and handle a variety of special projects. Tessa’s positive energy and willingness to pitch in where necessary has made her an asset to this team. When she’s not in the office, she enjoys spending time with her family, traveling, and watching her two boys play lacrosse.

 

Sagar Patel

 

(916) 868-3900
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Sagar is a Planner Assistant in support of Briggs Matsko,CFP®, CRPC and Jeff Maas, CFP®, ChFC®, CRPC.  His role on the team is to support the Practice Analyst in preparing client reviews and analyzing investments.  Sagar is currently pursuing the Certified Financial Planner® designation.  In his free time, Sagar likes to spend time in nature and volunteer in the community.

 
 

John Fletcher

 

(916) 868-3900
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John is a Para Planner in support of Nancy Fletcher, CFP®, CRPC®.

 

James Walters

 

(916) 868-3900
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James is a Para Planner in support of Nancy Fletcher, CFP®, CRPC®.

 

Brittany Bell

 

(916) 868-3900
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Brittany is the front office receptionist for Retirement Security Centers. She manages a variety of different duties in the front lobby such as: transferring phone calls, greeting clients upon arrival, and processing client service paperwork.

 

Kiran Ali

 

(916) 868-3900

Kiran is a Planner Assistant in support of Lori Carden, CRPC®.   Kiran’s focus is anticipating the needs of clients while providing quality service. She assists them by providing the tools they need in order to understand their retirement and financial goals. Some of her daily operations include: scheduling client appointments, preparing client reviews, managing incoming client requests and outgoing correspondence. Kiran graduated from California State University, Sacramento with a B.S. in Finance.  During her spare time she enjoys traveling, trying new foods, and bringing out her creative side through painting and photography.

 

Audrey Gaines

 

(916) 868-3900

Audrey is a Planner Assistant in support of Frank Cockrell, CFP®, CRPC®. She handles the daily operations of assisting clients. She has over 30 years of extensive customer service experience in many varied corporations including her husband’s General Contracting business. In her spare time she loves spending time with her three grown sons and their families.

 

Victoria Viksne

 

(916) 868-3900

Victoria is a Planner Assistant in support of Briggs Matsko, CFP®, CRPC and Jeff Maas, CFP®, ChFC®, CRPC. She assists in scheduling client appointments and maintaining client relations. Victoria graduated from Cal Poly, San Luis Obispo, with a B.S. in Psychology and a minor in Spanish. She loves the outdoors, trying new food and traveling!

 

Hunter Rappleye

 

(916) 868-3900

Hunter is in the Intern/Advisor-in-Training program here at Lincoln. He is learning the processes, software, and products that Lincoln offers and is working directly with advisors to understand how their practices are run. After completing the internship, he hopes to join the Apprentice program.