THE RETIREMENT PLANNING GROUP was formed by a group of advisors that spent their early years working in the stockbrokerage industry. After working as financial advisors for four major stock brokerage firms and witnessing the behind the scene workings of several of the major wirehouses, they concluded that ultimately their clients would be better served in an independent environment. From there The Retirement Planning Group was formed, an independent advisory firm dedicated to providing unbiased, client-centered advice.
Chris K.
Costello, CEO
Kevin M. Conard,
President
Ryan P. Costello, Vice
President
Rob R. O'Blennis, CCO
David Dreher - Senior VP
- Wealth Management
Tom Boling - Vice President
- Wealth Management
Roy M. Fortner - Senior VP
- Wealth Managmenet
Paul Dreher,
Associate Advisor
Suzanne McDonald, Director of Client Services
Jaime Lowry, Client Services Assistant
Kitty King, Client
Services Assistant
