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®
CEO & Co-Founder
Chris Costello, CFP®
Co-Founder
Rob R. O’Blennis, JD, CRPC®
Senior VP-Wealth Management
Ryan Costello, CFP®
President
Kevin Jaegers, CFA
Chief Investment Officer
Dwight Twillman, CFP®
Senior VP-Wealth Management
Matthew Swatek, CRPC®
VP-Wealth Management
Paul Dreher
Financial Advisor
Josh Morales
Financial Advisor
Ethan Pace, CMFC®
Financial Advisor
Joe McCulloch, CFP®
Financial Advisor
Lexie Barling
Chief Compliance Officer
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.
Stephanie Rummerfield
Director of Client Relations
Suzanne McDonald
Client Services Associate
Kitty King
Director of Client Services & Onboarding
Heather Markovich
Client Services Associate
Chrissy Hatcher
Client Services & Marketing Associate
Connor Small
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
Partner
Mandy Weeks
TRPG Tax Advisor / CPA
Lisa Sachs
TRPG Tax Advisors / Staff Accountant
Samantha Allen
TRPG Tax Advisors / Tax Administrator