About Our Consultants

Our Team of Financial Professionals

Contact us at (818) 668-8444 to speak with a member of our team

Oleg Katrikh

Executive Director of Operations, Principal Consultant, Co-Founder

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 includes over 28 years in the financial services industry. Oleg started his career in financial services with AIG SunAmerica and 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 Investment Advisor and maintains a California Life Agents and Long-Term Care license. California life insurance license number 0C08957.

Check the background of this investment professional on FINRA’s BrokerCheck.

“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: operations@rbcadvisors.com

Patrick Selway

Co-Founder, Principal Consultant, Executive Director of Consulting

Patrick brings over 28 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 license #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.

Check the background of this investment professional on FINRA’s BrokerCheck.

“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

Lisa Grosskopf

Financial Professional

Lisa joined RBC in 2006. She brings over 40 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 the financial services industry. Lisa maintains FINRA Series 6, 7, 63 and 24 as well as California insurance agent license #0C68016.

Check the background of this investment professional on FINRA’s BrokerCheck.

Liz Schiller

Financial Consultant

Liz 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 a 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.

Check the background of this investment professional on FINRA’s BrokerCheck.

Sharie Lee Foster

Financial Professional

Sharie joined Retirement Benefits Consulting, LLC in 2012 after working 25 years in the legal finance sector. Sharie has been involved with all levels of net worth clients helping meet retirement, long-term care, and insurance needs as well as estate planning, growth accumulation and wealth preservation. She is experienced in fixed index 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. 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

Toby Silberberg

Financial Consultant

Toby is a consultant with RBC and a seasoned financial professional with over 20 years of experience working in the industry.

Prior to joining RBC, Toby graduated from the University of Illinois, then worked as VP of Product Placement at Columbia Pictures. For over 20 years, Toby proudly owned and operated Total Entertainment Service, a graphics design company. She was a member of the team at New York Life working at projects such as Woman Owned Business and Special Needs Trusts and funding.

Today, Toby’s primary focus and passion is helping her clients plan for retirement and other important life events. She is a licensed insurance agent (CA insurance license #0E79734).

When not in the office, Toby enjoys spending time with her twins and older son.

California insurance license #0E79734.

Meet With Our Team

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