Investment Committee

The Investment Committee at The Retirement Planning Group exists to guide and optimize clients’ investments by consistently monitoring allocations, researching managers, making informed decisions, and providing oversight to ensure strategies align with our clients’ long-term financial goals.

Chris Bouffard, CFA

Chief Investment Officer

Chris Bouffard is a seasoned professional with over 25 years of experience in the financial services industry. With extensive leadership roles at prominent firms such as Prime Capital Investment Advisors, Edelman Financial Engines, and American Century Investments, he brings a wealth of expertise in investment strategy, portfolio management, and financial analysis to TRPG's team.

Dwight Twillman, CFP®

Senior Wealth Manager

Dwight Twillman, has over three decades of distinguished experience in the financial industry. Throughout his career, as a CERTIFIED FINANCIAL PLANNER™ professional, he has excelled in roles spanning wealth and investment management, serving high-net-worth individuals and institutional clients, including Endowments, Foundations, and Corporate Retirement Plans.

Ethan Pace, CMFC®, CFP®

Senior Wealth Manager

Ethan Pace has over 10 years of experience in the financial services industry and has obtained the Chartered Mutual Fund Counselor and the CERTIFIED FINANCIAL PLANNER professional designations. His goal as a Wealth Manager is to empower clients on their journey to financial freedom while promoting broader financial literacy and planning awareness.

Joe McCulloch, CFP®

Senior Wealth Manager

Joe McCulloch is a Senior Wealth Manager with over 15 years of experience in the financial services industry. With a undergraduate degree and an MBA specializing in finance, Joe has also obtained the CERTIFIED FINANCIAL PLANNER™ professional designation. Over his career, he's come to understand that personal finance is much more about the “person” than it is about “finance”.

Kevin Jaegers, CFA

Chief Operations Officer

Kevin Jaegers brings over 20 years of experience in the financial services industry to TRPG and he holds the Chartered Financial Analyst designation. His professional resume includes positions at a 401k call center and at The Mutual Fund Store as an investment research analyst. In 2016, Kevin transitioned to TRPG, assuming the position of Chief Investment Officer and co-advisor for numerous client households then eventually becoming the Chief Operations Officer.

Lexie Barling, IACCP®

Chief Compliance Officer

Lexie Barling has over 20 years of experience in the financial services industry, and she holds the Investment Adviser Certified Compliance Professional® designation. Over her career, Lexie has held prestigious positions at American Century Investments and The Mutual Fund Store. She currently serves as the Chief Compliance Officer at TRPG, ensuring the firm adheres to regulatory requirements and upholds the highest standards of integrity and transparency.

Troy Hedman, CMFC®, CRPC®

Senior Wealth Manager

Troy Hedman is a financial industry veteran with over three decades of experience, currently serving as a Principal and Senior Wealth Manager at TRPG. He holds the Chartered Mutual Fund Counselor and the Chartered Retirement Planning Counselor designations. His impressive career includes positions at American Century Investments and The Mutual Fund Store, culminating in the establishment of his practice at Visionary Wealth Advisors.