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

Chris Costello, CFP®

Chris Costello, CFP®

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

Lexie Barling

Lexie Barling

Chief Compliance Officer

David Roberson

David Roberson

Director of Marketing / Outsourced CMO

Client Support Team

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

Heather Markovich

Heather Markovich

Client Services Associate

Connor Small

Connor Small

Operations Associate

Chrissy Hatcher

Chrissy Hatcher

Client Services & Marketing 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

Mandy Weeks

Mandy Weeks

TRPG Tax Advisor / CPA

Samantha Allen

Samantha Allen

TRPG Tax Advisors / Tax Administrator

Lisa Sachs

Lisa Sachs

TRPG Tax Advisors / Staff Accountant