Meet Our Staff

Clark Shofner

Founder and Financial Advisor

Licensing: Series 65 and General Lines - Life, Accident, Health and HMO

Clark has served hundreds of hardworking people just like you as a trusted advisor and insurance professional since 2004.

"Before becoming an advisor, I experienced firsthand both my grandfather and mother in need of a trusted financial professional they could count on to provide them with accurate guidance and advice they needed. I realized there was no one focusing on providing a better retirement for hardworking people like my family. They deserved better, and you do, too."

Clark and his four kids live in Jasper, where he first began working with retirees over a decade ago. Clark’s top priority is his family. They spend their time together hunting, fishing, roping and playing ball.

Gidget Bergeron

Director of Marketing / Office Manager

Licensing: General Lines – Life, Accident, Health & HMO

Gidget started with Retirement National in 2013 as the director of marketing. She is responsible for the marketing, communication and business development efforts of the firm. She manages and oversees sponsorships, events, seminars, charitable contributions and more.

In addition to marketing, Gidget works with our clients on a daily basis to schedule visits with Clark and in all steps leading up to their retirement. Her primary job is to provide a remarkable experience to the people we serve. Her perspective on our clients’ retirement situation is valuable after her 20 years of experience working with health insurance and Medicare supplements.

Gidget and her husband, David, live in Bridge City with their son, Hunter. They enjoy traveling and being on the water.

Emily Peters

Client Service Specialist


Emily Peters has worked at Retirement National since May 2014 as a client account manager. She graduated from Texas A&M University with a Bachelor of Business Administration in finance and a master’s degree in land economics and real estate. Emily spent the first eight years of her career in commercial real estate and valuation consulting at a Big 4 accounting firm.

Emily uses her finance degree and consulting experience while helping manage client accounts. She is responsible for preparing and processing account forms for all client transactions. Emily also tracks maturing investments and prepares account summaries.

Emily was born and raised in Dallas but now lives in Nederland, Texas, with her husband, Andrew, and their two children, Carson and Elizabeth.

Erik Morgan

Financial Advisor

Licensing: General Lines – Life, Accident, Health & HMO, Series 65

Erik is a native of Southeast Texas and attended Lamar University, where he obtained a Bachelor of Science in mechanical engineering. Upon graduation, Erik worked for ExxonMobil and Shell/Motiva Enterprises, for a combined total of eight years in a variety of roles, with the majority of his career working on capital projects.

One might ask: Why would an engineer want to switch careers? For Erik, it was simple. He loves helping people and believes he can make a larger impact on people’s lives by helping them plan for and enjoy their retirement.

Erik and his wife, Katelyn, live in Beaumont along with their two children, Essie and Ezra. Erik and Katelyn are highly involved in their church, Sojourn Community Church. Outside of church, Erik enjoys spending time with his family, hunting, fishing and doing yard work.