The People Behind Your Plan

Our Team

A family-led advisory practice with the depth, credentials, and commitment to serve clients for generations.

Leadership
Jerry Goetz

Jerry Goetz, CFP®, CFS®, CRPC®

President & Founder

Founder of Retirement & Financial Strategies with over 25 years of experience. Jerry serves as President, providing leadership and strategic guidance to the firm.

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Advisors
Emma Goetz

Emma Goetz, CFP®

Financial Advisor

Emma works with clients across all stages of their financial lives, providing personalized investment management, financial planning, and retirement guidance.

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Evan Goetz

Evan Goetz, CFP®

Financial Advisor

Evan works with clients across all stages of their financial lives, providing personalized investment management, financial planning, and retirement guidance.

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Client Service Team
Kelsey Peacock

Kelsey Peacock

Financial Assistant

Kelsey oversees compliance management, marketing, high-level client service, and general office operations. She brings a strong financial background to her role, having previously served as a financial advisor and investment analyst.

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Connie Russelburg

Connie Russelburg

Client Service Team Assistant

With over 25 years of experience, Connie manages account applications, forms, deposits, and account maintenance — ensuring clients and advisors alike have the support they need.

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We're Accepting New Clients

Let's Start With a Conversation

We welcome new clients and would be happy to schedule an introduction meeting to see if we're the right fit for your goals.

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