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 Director of Operations. He believes a good attitude and flexibility create an environment where people want to help each other. Philip graduated from Brigham Young University with a major in Economics and a minor in Business Management. Previously residing in Utah, he lives in the Sacramento area with his wife and three kids.
Fun Facts:
- Place you would most like to visit on vacation?
Disney World
- What did you learn from your biggest mistake?
That you can’t put dish soap in the dish washer!
- Where is the furthest place you’ve traveled?
The Fijian Islands
What do I enjoy most about working at Retirement Security Centers?
After my first finance class in college, I’ve wanted to teach others about financial wellness. But early in my career, it seemed like most firms just wanted to sell products. At RSC, I’ve found that this entire team feels the way I do and puts people first.