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.
Heather Markovich
Client Service Manager
Barbara Stewart
Senior Client Relationship Manager
Craig Garrett
Client Relationship Manager
Nancy Luther
Senior Client Relationship Manager
Martha Paterik
Client Service Manager
Jennifer Williams
Office Assistant
Sarah Miller
Office Assistant
Christina McCabe
Client Relationship Manager
Kayla Droege
Client Relationship Manager
Tanner Twillman
Client Relationship Manager
Shari Toyama
Office Assistant