Our People

Oleg Katrikh is the Executive Director of Operations, principal consultant co-founder of Retirement Benefits Consulting (RBC).  Oleg was born in the old Soviet Union but was raised and educated in the United States.  He received a degree in Philosophy and a degree in Linguistics from UCLA. Oleg’s professional background is over 19 years in Business, Financial Services Operations and Sales. He started his career in Financial Services with AIG SunAmerica.
Oleg has been involved in the executive management, start-up, development and operations of several successful financial services organizations before forming Retirement Benefits Consulting, LLC together with a group of close associates. His involvement with RBC includes overseeing overall operations of the company and its affiliates. He also maintains and services a small group of personal clients.
Oleg’s licenses include FINRA series 6, 7, 24, 55, 63 and 66. He is a registered principal with Gold Coast Securities, Inc., an Investment Advisor Representative with Gold Coast Securities, a Registered Investment Advisor, UWPC Certified Asset Protection Planner. and maintains a California Life Agents and Long Term Care license. California Life Insurance License number 0C08957
“Do not hire a man who does your work for money, but him who does it for the love of it.”
– Henry David Thoreau (1817-1862)

Email: okatrikh@gcsec.com


Patrick Selway is a co-founder, principal consultant and Executive Director of Consulting. He brings over 18 years of experience of delivering business-to-business consulting services to Fortune 500 companies in the information technology sector. He is able to leverage his training, organizational experience, and sales experience into the financial services arena for the benefit of his clients, fellow consultants and to Retirement Benefits Consulting, LLC.

Patrick is a graduate from California State University, Northridge and holds FINRA 6, 7, 24, 63 and 66 licenses as well as the State of California Insurance #0D48290 and Long Term Care designations. Patrick continues to service his individual clients while also assisting the individual growth and development of the consultants.

Patrick also assists in engaging RBC in providing educational workshops, retirement plans and benefits consulting to public, private and non-profit organizations.

“Change is the law of life. And those who look only to the past or present are certain to miss the future.”
– John F. Kennedy, 35th US President

Email: pselway@gcsec.com


Lisa Grosskopf is a Managing Director at Retirement Benefits Consulting, LLC. Lisa joined RBC in 2006. She brings over 33 years of experience working in financial services in helping clients preserve, protect, and manage their wealth. Throughout her long career Lisa developed expertise and specializes in helping retirees and pre-retirees plan retirement income, create strategies to offset taxes, keep pace with inflation, estate planning and asset protection.In addition to being a seasoned consultant to her clients, Lisa’s background also includes over 25 years of training other professionals in financial services industry. Lisa is a primary trainer at Retirement Benefits Consulting.Lisa maintains FINRA Series 6, 7, 63 and 24 as well as California Life Agent license #0C68016


Itziar “Kiri” Ramos is a Financial Consultant and the OSJ Manager at RBC. Kiri is one of the founding members of RBC and was a prominent dentist in Panama as well as a President of the Panamanian Dental Society before moving to the US. She became a financial planner with AIG before joining with RBC, where she acts as Compliance Officer in addition to consulting her many clients. She is experienced in investments, retirement benefits and wealth management concepts, as well as asset protection, estate planning and financial strategies, and holds FINRA Series 6, 63, 7, 66, 55, 24 as well as CA Department of Insurance Life Agent Licenses. California Life Insurance License # C0D12971

Email: iramos@gcsec.com


John McLaughlin (Retired)
Recently retired from his caree as financial consultant with Retirement Benefits Consulting, LLC. John is enjoying life in his retirement estate in Texas.
He received a BA degree in History and Finance from the University of Oklahoma. Later, he attended the University of the Pacific, McGeorge School of Law on the G.I. Bill.
John’s professional background is in business and sales, spanning insurance, real estate, employee benefits management and financial services. He started his financial services career with AIG SunAmerica.
An ex-paratrooper and former US Army Green Beret, John is a Vietnam-era veteran and was an active reservist for many years. He and his wife, Charlotte, were life-long California residents and lived in the San Fernando Valley before retiring in Texas.  John McLaughlin is not registered with Gold Coast Securities, Inc.

Liz Schiller is a Financial Consultant who works with her clients over the long term to help them achieve their dreams. She holds Series 6, 63 and 7 securities licenses, as well as California Department of Insurance life/health and long term care insurance license. California Life Insurance License # 0E42305

Liz has degrees from UC Berkeley and Cornell University. She came to financial consulting after a 15-year career in nonprofit fundraising and management. A native Californian, she lives in Pasadena with her husband and son.

 Email: lschiller@gcsec.com


 

Sharie Lee Foster joined Retirement Benefits Consulting, LLC in 2012 after working 25 years in the legal finance sector. Sharie has been working with all levels of net worth clients specializing in helping meet retirement, long term care, and insurance needs, as well as estate planning, growth accumulation and wealth preservation. She is experienced in fixed indexed retirement investments and advanced retirement accumulation concepts, and works closely with her clients to help them reach their financial goals. Sharie holds a California Department of Insurance Life and Health Agent License #0H88481, and is a UWPC Certified Estate and Asset Protection Planner. She believes every financial situation can be greatly improved through personalized sound financial advice, planning ahead and client collaborative effort.

“The best way to predict the future is to invent it”
-Alan Kay

Email: sfoster@rbcadvisors.com


Desean Terry is a financial consultant with Retirement Benefits Consulting. He has a BA in Language Arts from Loyola Marymount University. Desean holds FINRA Series 6 and 63 securities licenses, as well as Life and Health license with the California Department of Insurance. California Life Insurance License # 0J19369. Desean is an excellent educator and communicator. His practice is designed to help his clients with all aspects of wealth accumulation, protection, and distribution. He believes that educating clients is the most effective tool in helping them achieve their financial goals.

Email: dterry@gcsec.com