Our Team | The Retirement Planning Group

At the Retirement Planning Group we have Certified Financial Planner™ professionals with extensive experience in financial planning and investment management. With a combined 147 years of experience, our advisors can handle all of your financial needs.

We also have a dedicated Client Service Team to ensure we always go above and beyond for our clients. Please click on our individual biographies to learn more about our roles and responsibilities.

Senior VP-Wealth Management

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Dwight Twillman

Senior VP-Wealth Management

Dwight Twillman grew up in Marshall, MO with Midwestern values and went to the University of Central Missouri. He has over 26 years of experience in the financial services industry. He has worked with high net-worth individuals,...

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Financial Advisor

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Josh Morales

Financial Advisor

Josh grew up in a working class family in Kansas City, working through high school and college to help pay for his Jesuit education at Rockhurst.  After graduating, he spent 12 years in the non-profit sector in organizational...

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Chief Investment Officer

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Kevin Jaegers

Chief Investment Officer

Kevin was raised in Missouri and graduated from Missouri State University with a major in Risk Management and Insurance. He is a CFA® charter holder and a member of the CFA Society of Kansas City. Before joining the firm,...

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VP of Wealth Management

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Matthew Swatek

VP of Wealth Management

Matthew Swatek is originally from the Chicago area and graduated from the University of Kansas. He services the Springfield, Missouri area with nearly two decades of industry experience and has an extensive knowledge of workplace...

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Client Service Associate

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Heather Markovich

Client Service Associate

Heather Markovich is offering financial services in The Retirement Planning Group. She grew up in the West County area of St. Louis, MO. She graduated from the University of Missouri - St. Louis (UMSL) where she majored in Business...

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Director of Client Services

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Kitty King

Director of Client Services

Kitty grew up in the KC Metro area. She currently resides in Lee’s Summit, MO. She is married to Larry King with three children, Cameron, Courtney & Christian. They also have two rescue dogs, Trinka & Noelle. Kitty...

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Client Service Assistant

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Stephanie Rummerfield

Client Service Assistant

Stephanie grew up in the northeast area of Kansas City. She lives in Overland Park with her husband Dennis and their dog Gus. They have four children: Kenny, who is 30 years old and has been married to his wife Kristen for...

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Client Service Associate

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Shannen Merrick

Client Service Associate

Shannen Merrick grew up in mid-Missouri and earned her degree from The University of Missouri at Kansas City. She is one of the best to look for Financial Advisors Kansas City. She and her husband Aaron, along with their three...

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Chief Investment Officer Emeritus

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Roy Fortner

Chief Investment Officer Emeritus

Roy Fortner earned the Certified Financial Planner (CFP®) designation in 1984. He received a B.S. in Business Administration with an emphasis in finance from the University of Missouri, Columbia and an MBA from the University...

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Co-Founder

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Chris Costello

Co-Founder

Chris Costello is a lifelong resident of this area. He grew up in Olathe, KS, graduating from the University of Kansas. He has been a Financial Advisor since 1995 and holds the prestigious CERTIFIED FINANCIAL PLANNER™...

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