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Our Team

Learn more about our amazing team of professionals.

Team members

Jerry Goetz

Bio

Kelsey Peacock

Bio

Jackie Mitchell

Bio

RFS is your number one resource for your retirement needs and provides focus on three groups of clients:

Clients approaching retirement
Clients transitioning into retirement
Clients that are retired

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Securities offered through LPL Financial, member FINRA/SIPC.

Investment advice offered through Private Advisor Group, a Registered Investment Advisor.

Private Advisor Group and Retirement & Financial Strategies are separate entities from LPL Financial.

Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. Other advisory services offered through Private Advisor Group and Retirement & Financial Strategies Group are separate entities from LPL Financial

Building your Retirement Foundation