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Team


At Retirement Security Centers we believe in the power of collaboration and continuity, and as a result we currently employ ten full-time financial planners including our experienced Co-founders. These professionals are fully-trained and credentialed financial professionals specializing in retirement planning through The EASE Process. We couple this with a seasoned team of support staff members who work in concert with our financial planners to meet the collective needs of clients throughout the state of California and beyond.

We are confident in the skills and abilities of our qualified team, and it is our objective that Retirement Security Centers will operate in perpetuity, so that current clients, and their future generations will always have our proven process, unique specialization and commitment to empowerment to define their future!

 

Sacramento Office

Briggs Matsko, CFP®, CRPC®

Co-Founder & Financial Planner (CA Insurance License #0507622)

(916) 868-3900

(916) 868-3940

Briggs Matsko, a Co-founder and Financial Planner affiliated with Retirement Security Centers, specializes in and is passionate about meeting the financial planning needs of those approaching or having already entered retirement.

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Jeff R. Maas, CFP®, ChFC®, CRPC®

Co-Founder & Financial Planner (CA Insurance License #0E51151)

(916) 868-3900

(916) 868-3940

Jeff Maas, CFP®, ChFC®, CRPC®, a Co-founder and Financial Planner affiliated with Retirement Security Centers, specializes in meeting the financial planning needs of those approaching or having already entered retirement.

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Lori Carden, CRPC®

Financial Planner (CA Insurance License #0C95928)

(916) 868-3900

(916) 868-3940

"It takes continuous and determined coaching to meet client's lifetime financial goals. This is achieved by on-going communication and the development and implantation of a customized plan."

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Frank Cockrell, CFP®, CRPC®, AIF®

Financial Planner (CA Insurance License #0C59275)

(916) 868-3900

(916) 868-3940

"I create long-term, lasting relationships with my clients and help them create a plan designed for a comfortable retirement."

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Bonnie Farrell, CRPC®

Financial Planner (CA Insurance License #0D21904)

(916) 868-3900

(916) 868-3940

Bonnie Farrell, CRPC® is a Financial Planner affiliated with Retirement Security Centers. She began working with our group over 12 years ago, following a successful career in the telecommunications industry.

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Nancy Fletcher, CFP®, CRPC

Financial Planner (CA Insurance License #0683297)

(916) 868-3900

(916) 868-3940

Nancy Weger Fletcher, CFP®, is a financial planner with Retirement Security Centers. She began her career in 1985 after graduating from California State University, Sacramento with honors in finance.

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Greg Glunt, CFP®

Financial Planner (CA Insurance License #0I16255)

(916) 868-3900

(916) 868-3940

Greg is a Financial Planner affiliated with Retirement Security Centers, where he specializes in meeting the financial planning needs of those approaching or already in retirement.

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Ken Leonardini, CFP®, CLU®, ChFC®

Financial Planner (CA Insurance License #0792479)

(916) 868-3900

(916) 868-3940

"We help clients build, manage and protect their assets by providing them with the expertise designed to solve complex problems and achieve their financial goals."

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Travis Simas

Financial Planner (CA Insurance License #0K63489)

(916) 868-3900

(916) 868-3940

Travis is a Financial Planner with Retirement Security Centers (RSC). He was recognized for his passion in helping pre-retirees and small business owners achieve their financial goals and aspirations.

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Brandi Stahl, CFP®, CRPC®

Financial Planner (CA Insurance License #0D58931)

(916) 868-3900

(916) 868-3940

Brandi Stahl, CFP®, is a financial planner with Retirement Security Centers. She has been working with our group since 2002 after working as an advisor with Morgan Stanley.

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Chico Office

Jake Wilson, CRPC®

Financial Planner (CA Insurance License #0E60259)

(916) 868-3900

(916) 868-3940

Jake Wilson is a financial planner with Retirement Security Centers. He works with families in Northern California assisting them in the growth of their wealth.

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