Meet Our Staff

Advisors


Clark Shofner

Founder and Financial Advisor

Email: Clark@Retirementnational.com
Licenses: 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.

Erik Morgan

Financial Advisor

Email: Erik@Retirementnational.com
Licenses: Series 65 Security and General Lines – Life, Accident, Health and HMO

A native of southeast Texas, Erik attended Lamar University, where he obtained a Bachelor of Science in mechanical engineering. Upon graduation, he spent eight years working for ExxonMobil and Shell/Motiva Enterprises in a variety of roles but spent the majority of his time working on capital projects.

Erik switched careers to the financial services industry for one reason: to help others. He enjoys engineering custom plans that meets each of his clients’ financial goals and objectives.

Erik and his wife, Katelyn, live in Beaumont along with their two children, Essie and Ezra. They are highly involved in their church. Outside of church and family, Erik enjoys spending time hunting, fishing and doing yard work (but not too much!).

Support Staff


Gidget Bergeron

Director of Marketing / Office Manager

Email: Gidget@Retirementnational.com
Licenses: 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

Email: Emily@Retirementnational.com

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.

Andrea Stricklan

Client Service Specialist (Beaumont)

Email: Andrea@Retirementnational.com

Andrea is committed to serving clients as they prepare for retirement. After obtaining a Bachelor of Science in maritime administration from Texas A&M University and working in several positions in corporate America, Andrea realized that human interaction and meeting customers’ needs is truly what energizes her.

Andrea truly believes in Retirement National’s mission and couldn’t find a better way to spend her working hours than to assisting clients.

Outside of work, Andrea loves going to the beach, going on runs and spending time with her family outdoors.

Kimberly (Kim) Floyd

Office Administrative Assistant (Beaumont)

Email: Kimberly@Retirementnational.com

Kim is a native of southeast Texas who spent her younger days working as an insurance clerk and information management specialist at a local hospital. Once she and her husband, Don, had children, Kim stayed home to focus on them. Eventually, when her children grew older, she went back to work as a paraprofessional for 11 years before joining the Retirement National team in January 2019.

Kim and Don have been married for over 31 years and have two wonderful children, Kayla and Seth.  Outside of work, Kim loves to be active in church, spend time with family and craft.