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.
CCO & Senior VP-Wealth Management
Rob R. O’Blennis
CCO & Senior VP-Wealth ManagementRob R. O'Blennis is a graduate of the University of Kansas and the Washington University School of Law and is now working as a CCO & Senior VP of Wealth Management in St. Louis. He practiced law for six years as an estate-planning...
Senior VP-Wealth Management
Senior VP-Wealth ManagementDwight 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,...
Chief Investment Officer
Chief Investment OfficerKevin 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,...
Chief Operating Officer
Chief Operating OfficerSuzanne grew up in Lenexa, KS and earned her degree from Kansas State University. She currently lives in Olathe, KS with her husband and three children.Spending Time With FamilyAs a family, they love being outdoors,...
VP of Wealth Management
VP of Wealth ManagementMatthew 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...
Client Service Associate
Client Service AssociateHeather 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...
Director of Client Services & Onboarding
Director of Client Services & OnboardingKitty 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...
Director of Client Relations
Director of Client RelationsStephanie 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...
Client Service Associate & Digital Marketing Representative
Client Service Associate & Digital Marketing RepresentativeShannen 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...
Chief Investment Officer Emeritus
Chief Investment Officer EmeritusRoy 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...
Client Service Assistant