Meet Our Team

We’re Dedicated to your Freedom from Financial Worry

Leadership and Financial Advisors

At the Retirement Planning Group we have advisors that are CERTIFIED FINANCIAL PLANNER™ professional, EA, CRPC®, or Chartered Financial Analyst® with extensive experience in financial planning and investment management. With our combined years of experience, our advisors can handle all of your financial needs.

Kevin M. Conard, CRPC®

Kevin M. Conard, CRPC®

CEO & Co-Founder

Rob R. O’Blennis, JD, CRPC®

Rob R. O’Blennis, JD, CRPC®

Senior VP-Wealth Management

Ryan Costello, CFP®

Ryan Costello, CFP®

President

Kevin Jaegers, CFA

Kevin Jaegers, CFA

Chief Investment Officer

Dwight Twillman, CFP®

Dwight Twillman, CFP®

Senior VP-Wealth Management

Paul Dreher, CRPC®

Paul Dreher, CRPC®

Financial Advisor

Josh Morales

Josh Morales

Financial Advisor

Ethan Pace, CMFC®

Ethan Pace, CMFC®

Financial Advisor

Joe McCulloch, CFP®

Joe McCulloch, CFP®

Financial Advisor

Brandon Stegall, CFP®

Brandon Stegall, CFP®

Wealth Manager

Kristy Ashworth

Kristy Ashworth

Financial Advisor

David Roberson

David Roberson

Director of Marketing / Outsourced CMO

Lexie Barling, IACCP®

Lexie Barling, IACCP®

Chief Compliance Officer

Chris Costello, CFP®

Chris Costello, CFP®

Co-Founder Emeritus

Client Support Team

We also have a dedicated Client Service Team to ensure we always go above and beyond for our clients. 

Michelle Burchard

Michelle Burchard

HR & Client Service Manager

Heather Markovich

Heather Markovich

Client Services Associate

Connor Small

Connor Small

Operations Specialist

Chrissy Hatcher

Chrissy Hatcher

Marketing Associate

David Nyman

David Nyman

Client Services Associate

Kael Stoaks

Kael Stoaks

Client Services Associate

Daniel Buescher

Daniel Buescher

Operations Associate

Payroll and Tax Planners

At the Retirement Planning Group we have Certified Public Accountant professionals with extensive experience in financial planning for individuals, businesses, and other organizations. With our combined years of experience, our CPA’s can handle all of your tax and accounting needs.

Matt Striegel

Matt Striegel

Partner

Luke Crowther, CPA

Luke Crowther, CPA

Director of Tax

Andrew Nolker, CPA

Andrew Nolker, CPA

Tax Advisor

Meredith Dickinson, CPA

Meredith Dickinson, CPA

Senior Tax Advisor

Kylie Bonham

Kylie Bonham

Tax Associate

Lisa Sachs

Lisa Sachs

TRPG Tax Advisors / Staff Accountant

Brianna Walters

Brianna Walters

Tax Coordinator