Meet Your Future Team
When you become a client of The Retirement Planning Group, based on your situation, we’ll assemble a dedicated group of in-house professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Relationship Manager.
Over 1,500* families trust us
We’ll start by pairing you with a Wealth Manager.
Your Wealth Manager will kick off the planning process. They will review your financial situation and strive to understand the number one concern that caused you to reach out to us. They will create and present a plan in real-time to solve that problem. That plan will demonstrate how we could potentially help you, provide recommendations for managing investments, tax strategies and uncover hidden fees.
*As of 1/1/2022
Kevin Conard, CRPC®
CEO – Principal & Senior Wealth Manager
Ryan Costello, CFP®
President – Principal & Senior Wealth Manager
Rob O’Blennis, JD, CRPC®
Principal & Senior Wealth Manager
Dwight Twillman, CFP®
Principal & Senior Wealth Manager
Troy Hedman, CMFC®, CRPC®
Principal & Senior Wealth Manager
Paul Dreher, CFP®, CRPC®
Senior Wealth Manager
Ethan Pace, CMFC®, CFP®
Senior Wealth Manager
Joe McCulloch, CFP®
Senior Wealth Manager
Brandon Stegall, CFP®
Senior Wealth Manager
Kristy Ashworth
Wealth Manager
Taylor Swartzendruber
Wealth Manager
David Nyman
Wealth Manager
Kevin Ellis
Director of Sports Management
John Vu, CFP®,CRPC®
Senior Wealth Manager
Trace Weatherford
Wealth Manager
Luke Crowther, CPA
Director of Tax
Meredith Dickinson, CPA
Senior Tax Advisor
Elysha Comer, CPA
Tax Advisor
Matt Striegel
Director of Finance and Accounting
Sara Mathes, CPA
Senior Tax Advisor
Lisa Sachs
Senior Bookkeeping & Payroll Specalist
Wyatt Phillips
Tax Associate
Ally Pepito
Tax Coordinator
Kayla Coleman
Tax Coordinator
Kris Sumpter
Bookkeeping & Payroll Specialist
Once your plan is built, we’ll loop in a tax professional from our Tax Team.
We don’t just talk about strategies, we implement them for you. And if desired, our Tax Team will even do your tax preparation and filling with the IRS and State authorities.
Once your plan is built, we’ll loop in a tax professional from our Tax Team.
We don’t just talk about strategies, we implement them for you. And if desired, our Tax Team will even do your tax preparation and filling with the IRS and State authorities.
Luke Crowther, CPA
Director of Tax
Meredith Dickinson, CPA
Senior Tax Advisor
Elysha Comer, CPA
Tax Advisor
Matt Striegel
Director of Finance and Accounting
Sara Mathes, CPA
Senior Tax Advisor
Lisa Sachs
Senior Bookkeeping & Payroll Specialist
Wyatt Phillips
Tax Associate
Trace Weatherford
Tax Associate
Ally Pepito
Tax Administrator
Kayla Coleman
Tax Coordinator
Kris Sumpter
Bookkeeping & Payroll Specialist
After that, we’ll assign a member from our Investment & Operations Team.
This team is the grease that makes everything run smoothly. Beyond your Wealth Manager, they are an additional set of watchful eyes over investments as well as backend systems to provide you a great client experience.
Chris Bouffard, CFA
Chief Investment Officer
Kevin Jaegers, CFA
COO & Principal
Connor Small
Solution Architect
Reed Hersma
Project Manager
Mike Russell, CFP®
Investment Manager
Tim Caseria
System Administrator
Jennifer Williams
Office Assistant
Kael Stoaks
Investment Associate
Sarah Miller
Office Assistant
Michelle Burchard
Director of Human Resources & Client Services
Heather Markovich
Client Service Manager
Barbara Stewart
Senior Client Relationship Manager
Craig Garrett
Client Relationship Manager
Nancy Luther
Client Relationship Manager
Martha Paterik
Senior Client Relationship Manager
From there, we’ll assign a member from our Client Service Team.
This team member will tie it all together. Always available, always ready – helping make TRPG the easiest firm to work with on planet Earth.
From there, we’ll assign a member from our Client Service Team.
This team member will tie it all together. Always available, always ready – helping make TRPG the easiest firm to work with on planet Earth.
Michelle Burchard
Director of Human Resources & Client Services
Heather Markovich
Client Service Manager
Barbara Stewart
Senior Client Relationship Manager
Craig Garrett
Client Relationship Manager
Nancy Luther
Client Relationship Manager
Martha Paterik
Senior Client Relationship Manager
Last but certainly not least, our Marketing & Compliance Team.
We take what we do seriously. Which is why we have a dedicated Chief Compliance Officer that proactively keeps TRPG up-to-date on regulatory SEC filings, requirements and changes. And this dedicated group will also make sure you are in-the-know on firm-wide events and communications via our app, text, and email!
Lexie Barling, IACCP®
Chief Compliance Officer
Chrissy Hatcher
Marketing Manager
Morella Williams
Marketing Associate
We take our client relationships seriously.
But you don’t have to take our word for it.