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 Service Associate.

Over 1,300* 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 12/31/2020

Kevin M. Conard, CRPC®

Kevin M. Conard, CRPC®

CEO – Principle & Senior Wealth Manager
Ryan Costello, CFP®

Ryan Costello, CFP®

President – Principle & Senior Wealth Manager
Rob R. O’Blennis, JD, CRPC®

Rob R. O’Blennis, JD, CRPC®

Principle & Senior Wealth Manager
Dwight Twillman, CFP®

Dwight Twillman, CFP®

Principle & Senior Wealth Manager
Paul Dreher, CRPC®

Paul Dreher, CRPC®

Senior Wealth Manager
Ethan Pace, CMFC®

Ethan Pace, CMFC®

Senior Wealth Manager
Brandon Stegall, CFP®

Brandon Stegall, CFP®

Senior Wealth Manager
Joe McCulloch, CFP®

Joe McCulloch, CFP®

Wealth Manager
Kristy Ashworth

Kristy Ashworth

Wealth Manager
Josh Morales

Josh Morales

Wealth Manager
Luke Crowther, CPA

Luke Crowther, CPA

Director of Tax
Andrew Nolker, CPA

Andrew Nolker, CPA

Tax Advisor
Meredith Dickinson, CPA

Meredith Dickinson, CPA

Senior Tax Advisor
Lisa Sachs

Lisa Sachs

Tax Accountant
Matt Striegel

Matt Striegel

Principle
Kylie Bonham

Kylie Bonham

Tax Associate
Brianna Walters

Brianna Walters

Tax Coordinator

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

Luke Crowther, CPA

Director of Tax
Andrew Nolker, CPA

Andrew Nolker, CPA

Tax Advisor
Meredith Dickinson, CPA

Meredith Dickinson, CPA

Senior Tax Advisor
Lisa Sachs

Lisa Sachs

Tax Accountant
Matt Striegel

Matt Striegel

Principle
Kylie Bonham

Kylie Bonham

Tax Associate
Brianna Walters

Brianna Walters

Tax Coordinator

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.

Kevin Jaegers, CFA

Kevin Jaegers, CFA

CIO & Principle
Connor Small

Connor Small

Operations Specialist
Daniel Buescher

Daniel Buescher

Operations Associate
Kayla Coleman

Kayla Coleman

Office Assistant
Michelle Burchard

Michelle Burchard

HR & Client Service Manager
Heather Markovich

Heather Markovich

Client Services Associate
David Nyman

David Nyman

Client Services Associate
Kael Stoaks

Kael Stoaks

Client Services Associate
Barbara Stewart

Barbara Stewart

Client Services Associate

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

Michelle Burchard

HR & Client Service Manager
Heather Markovich

Heather Markovich

Client Services Associate
David Nyman

David Nyman

Client Services Associate
Kael Stoaks

Kael Stoaks

Client Services Associate
Barbara Stewart

Barbara Stewart

Client Services Associate

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®

Lexie Barling, IACCP®

Chief Compliance Officer
David Roberson

David Roberson

Director of Marketing / Outsourced CMO
Chrissy Hatcher

Chrissy Hatcher

Marketing Associate