CEO & Co-Founder / CHARTERED RETIREMENT PLANNING COUNSELOR℠
While there were many new experiences and changes as each year passed, some things stayed straight and true – Corin still turns to me for advice, Kash still likes to play catch before the bus comes in the morning and Kiptyn’s favorite place on the couch seems to be right next to me…even in the hot sticky dead of summer.
As the year comes to a close, there are a few things I’ve learned: Gas gauges on boats aren’t accurate. Bats can indeed fly into a small opening at 2 am and fly around the space in which you are sleeping. The refrigerator shrinks as your boys grow older. And I can no longer compete with my boys at video games. And as each of us learns something new each day, I find that only when I stop to look around is it possible to count all that we have…and forget all that we don’t. I hope over the chaos of the holiday season you each have the ability to find that same silence and peace to make note of all the folks surrounding you. I’m a lucky guy. We truly have a great team at TRPG, and I’ve lucked out with the three boys I get to call my sons. Happy Holidays to you and yours! Kevin, Corin (13), Kash (11), Kiptyn (8)
Director of Client Services & Onboarding
Larry and I took a few trips this year. We went to an all-inclusive resort in February. Wow, we saw what we were missing out on, we were spoiled rotten during our stay! In October we took a trip to Napa/Sonoma; wine country (right up my alley) and Monterey, CA. It was a lovely trip, very relaxing. Life is good and we feel very blessed. We wish the same for you, Happy New Year!
Kitty, Larry, Cameron (27), Courtney (25), Christian (19) King
TRPG Tax Advisors, Partner
Director of Client Relations
Our once family of 6, has grown to a family of nine, with the new additions of Hayley and Eric. Speaking of new additions, Dennis and I are so excited to welcome our first grandchild in February 2020! Ryan and Hayley are expecting and will welcome their beautiful little girl sometime around early February. I can’t even begin to imagine how incredible it will feel to be a grandparent! My favorite new store is buybuy BABY and I am having a great time already! Rachel is in her Junior year at KU and will be graduating with a double major in Psychology and Early Childhood Education and Intervention, in December of 2020. Kenny and Kristen are doing great and enjoying life together. We are beyond thankful and blessed for our family and all the journeys they are starting!
Always such a pleasure to see or speak with each of you throughout the year! It’s the best part of my job! I hope 2020 brings much happiness, health, and joy to all!
Senior VP-Wealth Management / CERTIFIED FINANCIAL PLANNER™
The empty nest has taken a little time to adjust, but I think we are getting used to it. In October, we took our first trip without thinking ‘what do we do with the kids’ and went to Vegas. A friend of ours said it was a ‘grandparents gone wild’ weekend. One thing is for sure, we have found through this year of transition is that time we have with family is extremely valuable. We must put down the phones, stop what we are doing, listen, pay attention and be there for the little bit of time they are around.
Thank you to all for your continued confidence in what we do at The Retirement Planning Group. Christmas Blessings from our family to yours. Dwight & Tina Twillman
(as pictured: Leslie (21); Tanner (18); Dwight; Tina; Mandy; Chris; Kylie (4/granddaughter); Landon (6/grandson)
Co Founder / CERTIFIED FINANCIAL PLANNER™
Client Service Associate
Happy Holidays! 2019 has been an amazing year of change for me and my family. We expanded our family with the addition of our Belgian Malinois puppy (Paris) in April. We enjoy watching Paris and our dachshund (Bailey) grow, learn new tricks & run around the house together playing tug-a-war. I made several trips to California throughout the year to visit my niece that was born last November. She is such a doll and we are blessed to be able to spend her 1st birthday with us here in St. Louis! We finally finished (for the most part) the renovation of our kitchen that we are enjoying every day! We enjoyed trips to the river and lake for boating, skiing and family get-togethers over the summer.
I celebrated my third anniversary with TRPG in July & I count my blessings every day to be working with such a wonderful group of people! Our two boys turned 16 this summer! Lg got his license and a car right away and away he went! Luke waited a while to get his license but he did this November as well as a car. Needless to say, they are both staying quite busy between school, jobs and of course their social life! Both are amazing/wonderful boys and both maintain amazing grades in school! As this year starts to wind down we are looking forward to a wonderful holiday season and towards a happy new year. We are so thankful for our health, happiness & amazing family and friends. I hope you have an exceptional holiday season and an amazing new year!
-Heather, George, Luke (16), and George (LG) (16)
We did a little traveling this year. In June, Emily’s dance team took us to Chicago for nationals. They did well and took first place in several categories. Of course, we sampled some deep-dish pizza and visited the pier and “The Bean” while we were there. From there, we went to Milwaukee for a couple of days.
As if our lives weren’t busy enough, we joined a Scout troop in Lee’s Summit. This was just in time for summer camp of course. So, in August we spent 10 days in canvas tents braving the heat, bugs and occasional raccoon. They had a good time though and are planning on going back in 2020.
2019 was a whirlwind, but we’re used to that by now. Someday it will slow down. But for now, we’re enjoying the ride. Happy Holidays from the Morales family! Thank you for allowing me to serve you and your family and we wish you the best in 2020.
My Mom continues her treatments for pancreatic cancer, and despite experiencing some valleys my family all remain upbeat. The past two years with Megan being abroad and my Mom fighting harsh cancer have really taught me the importance of telling your loved ones just that: that you love them. I am grateful for the ability to do so with all my family and for the perspective that comes with life’s challenges.
I am also grateful for the continued opportunity to work with my clients, hear about their successes, and to be a part of The Retirement Planning Group. I owe a sincere thank you to everyone that has offered me encouraging, kind words. I want to wish everyone a happy and loving holiday season.
Financial Advisor / CHARTERED MUTUAL FUND COUNSELOR℠
TRPG Tax Advisors / CPA
I have been married to my husband Chris for 10 years and we have two wonderful children, Landon and Kylie. This summer took my family to the Black Hills of South Dakota for a family reunion as well as to Destin, Florida for a beach vacation. These vacations meant a lot of time in the car as a family, but we survived! We also spent time watching Kylie during her first dance recital and Landon play many baseball and soccer games.
Landon started kindergarten in August which has been quite the experience, but we are loving seeing him learn new things. Watching a child learn from the base forces you to slow down and appreciate the small things. Kylie is in her last year of pre-school and has quite the spunk. We look forward to seeing what the new year will bring our family and I look forward to working with you this upcoming year. Merry Christmas and Happy New Year to all!
Rob R. O'Blennis, JD
Senior-VP of Wealth Management/ CHARTERED RETIREMENT PLANNING COUNSELOR℠
We wish you all a Merry Christmas. Thank you for the trust and faith you place in us. See you in 2020!
Senior-VP of Wealth Management / CHARTERED RETIREMENT PLANNING COUNSELOR℠
Have a wonderful Christmas holiday season and all the best to you and yours in 2020!
President / CERTIFIED FINANCIAL PLANNER™
I am extremely grateful for all our clients here at TRPG who have trusted us to be their advisor. Your trust is something we never will take for granted. We wish you the absolute best in 2020!
Chief Investment Officer / Chartered Financial Analyst®
It’s been another good year, and I’m fortunate for the opportunity to work with such great clients and coworkers. I hope everyone has a great holiday season and a happy and healthy 2020!
Kevin, Kristianne, Kaleb (13) and Kameron (9) Jaegers
Client Service Associate
Suzanne, John, Evelyn (12), Noelle (10) & Ben (6)
TRPG Tax Advisors, Staff Accountant
After my house sold, I moved to Springfield, MO to be closer to my family. I had been praying to find just the right place close to my sister and her family. Months of calling on houses that had just been rented etc. was a bit stressful. Shortly after I reached Springfield, the house right next door to my sister became available. I now work remotely from home and sometimes from the office in Springfield. I am located as close as I can be to my family and enjoy being a part of their daily lives.
Along the way, two new loves came into my life. One is a dog named Molly. I didn’t want another dog as I already had an old hound dog named Boomer and two cats, Malcolm and Angus. I reluctantly decided to rescue her from a bad situation. I try to overlook the occasional mischief of getting into the trash and chewing on my shoes as she is still learning how to be a ‘good girl’ and I am still learning what I need to put up before bed. Her saving grace is that she gives wonderful hugs.
Second, I reconnected with an old friend from about twenty-five years ago, David. We are taking our time getting to know each other again and having a whole lot of fun along the way. So far so good. I am very hopeful as it seems we are on the same page in so many ways. The laughter and joy we share is more than I even knew to hope for. Most importantly, we pray together and for each other daily.
On a sad note, I had to say goodbye to my father a few months ago. He was a 93-year-old World War II veteran and it was his time. He was truly the greatest love of my life. By example, he taught me to always find humor in life and that you are never truly down until you stop getting up. He taught me to dust myself off, put my smile back on and to keep moving forward on this absurd journey with joy and optimism at every turn. So 2020 – Bring it on!
I also moved into a new apartment in Lawrence with my girlfriend Julia which has been a true blessing this year. We have made trips to CO in the Estes Park area as well as Colorado Springs. We will also be making our way to Maryland to visit my family over the coming Christmas break. She is graduating from KU this year and we hope to be able to move to the KC area when that happens.
Client Services & Marketing Associate
We are excited to see what 2020 has in store for us and I look forward to working with you this upcoming year. Merry Christmas and Happy New Year to all!
Director of Marketing
This year I joined the TRPG team to help create a better customer experience and also to help drive new business through marketing. The Roberson family stays extremely busy year around. My middle child, Seiko, does gymnastics year-round and competes during the wintertime. She placed second on bars in the state of Missouri this year and she also went on to Nationals placing 13th in the nation in track. My oldest son, David Jr., plays on two soccer teams, runs track and went to Nationals in the pentathlon. Oh, and he decided to join his middle school cross country team this year helping them rank higher than years before in Grain Valley. Roman, my youngest son keeps my wife busy at home but he decided to play soccer this year which has kept us three times as busy!
Chief Compliance Officer
Financial Advisor / CERTIFIED FINANCIAL PLANNER™
Hello TRPG Nation! I’m so excited to have joined this team as an Advisor in the St. Louis office. I’ve been in this industry for close to 13 years and am thrilled to be at a firm where I can plant my roots and build long-term relationships with teammates and clients!
My wife Trisha and I have been married for 9 years and have called St. Louis home for the past 7 years – though I’ve lived here most of my life. Trisha is an attorney and runs her own family law practice in the area and we have 3 amazing kids. J.J. (6) started kindergarten this year and loves everything about school, with math and reading as his favorite subjects. He is also a sports nut and wants to spend every waking moment playing or watching sports. Soccer and baseball are his specialties. Grayson (3) started a full-time preschool program this fall and is learning a ton. He’s the goofball of the family and loves to play ninja’s and superheroes. He’s also looking forward to spring when he gets to play outdoor soccer for the first time. Sadie (1 on Dec 20th) is the little princess of the family. Her big brothers adore her and she’s working hard to figure out how to take those first steps so she can start chasing them around the house! If the three kids aren’t enough, our yellow lab Scooter (9) still has the energy level of a puppy.
We can’t wait to see what 2020 has in store for us and wish you all a happy, safe and fun-filled holiday season!
Joe, Trisha, J.J. (6), Grayson (3) & Sadie (1)
TRPG Tax Advisors, Tax Administrator
2019 seems to be a year that flew by with some bumps along the way. I joined TRPG Tax Advisors in December of this year. I am a born and raised Minnesotan (Go Twins) and lived there for 28 years where I raced a dirt track modified race car, was a volunteer firefighter/paramedic and played a ton of softball before moving down here 5 years ago. I worked at a local CPA firm previously and I am looking forward to being back into a tax role. I look forward to getting to meet you all and assist you with your tax needs as well!
In 2019 as a family we moved into our new house, celebrated our first year of marriage, and got a new GIANT Great Dane puppy. My family includes my husband Mike, who I met through softball several years ago. We play men’s, coed and women’s softball between the both of us. My daughter, Bailey, is 4 and in her last year of pre-school. She enjoys t-ball, cheerleading, and is in gymnastics. My stepdaughter, Mia, is 13 and is in 8th grade and loves drawing.
2020 has a bunch of plans for us as we have a few family trips booked. I will also be returning to softball after being out the last few months due to rotator cuff surgery. Overall, 2019 was a good year and 2020 is going to be even better! I hope everyone has a very Happy Holidays!