Employer Team

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.

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.

Briggs, a Co-Founder and Senior Planner with Retirement Security Centers (RSC), brings over 45 years of financial services experience to the company and the clients served.

Craig 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. Craig has always had a passion for personal finance...

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

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

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.

Jeff is the Co-Founder and CEO of Retirement Security Centers. He was instrumental in developing the company’s EASE process and Envision Plan; both are foundational in our work with clients.

John Findley is an investment advisor representative affiliated with Retirement Security Centers. He began his career in 1989 in the financial services industry with Lincoln National Life Insurance Company in Fort Wayne, Indiana and...

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

Kelly Jordan joined Retirement Security Centers in 2022 as Director of Planner Development with a career spanning two decades in the financial industry and serving in leadership roles. She is passionate about coaching, developing...

"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."

Kevin Sexton served 30-years with the General Electric Company and Wells Fargo Bank in various leadership positions. In his current role with Retirement Security Centers, he leads the Business Development, Marketing, and Community...

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

Mike Lockwood is an investment advisor representative affiliated with Retirement Security Centers. With over 30 years of experience in the financial planning industry, Mike and his team have built a loyal clientele of successful...

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.

Neil is a Financial Planner with Retirement Security Centers (RSC). With a strong background in the financial industry and working closely with Jeff Maas, he has been able to carve out a niche by standing true to his beliefs that...

Philip joined Retirement Security Centers in 2014 as an Analyst for Co-Founders Jeff Maas and Briggs Matsko. Driven to make processes more streamlined for staff which makes for happier clients, he now leads the Advisor Support team as...

Tad Raudman is an award-winning educator turned financial professional. After building a highly successful 15-year career in education, he decided to return to his business and finance roots after being actively recruited by Morgan...

Travis Simas 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...

Jake is a Chartered Retirement Planning CounselorSM with over 17 years of experience in the financial industry. He is a graduate of the University of California at Santa Barbara with a Finance degree from the School of Business...