Meet Our Client Service Team

At The Retirement Planning Group, our top priority is ensuring your experience with us is stress-free and seamless. Our dedicated Client Service Team is committed to delivering exceptional service and unwavering support throughout your journey. Working closely with both you and your Wealth Manager, they strive to tailor our services to meet your individual needs. Our ultimate goal is to provide you with the peace of mind and hassle-free retirement you deserve.

Michelle Burchard - Director of Human Resources and Client Service | The Retirement Planning Group

Michelle Burchard

Director of Human Resources and Client Service

Heather Markovich | The Retirement Planning Group

Heather Markovich

Client Service Manager

Barbara Stewart | The Retirement Planning Group

Barbara Stewart

Senior Client Relationship Manager

Craig Garrett | The Retirement Planning Group

Craig Garrett

Client Relationship Manager

Nancy Luther | The Retirement Planning Group

Nancy Luther

Senior Client Relationship Manager

Martha Paterik - Senior Client Relationship Manager | The Retirement Planning Group

Martha Paterik

Client Service Manager

Jennifer Williams | The Retirement Planning Group

Jennifer Williams

Office Assistant

Sarah Miller | The Retirement Planning Group

Sarah Miller

Office Assistant

Sarah Miller | The Retirement Planning Group

Christina McCabe

Client Relationship Manager