Meet Our Operations Team

Operations is where all the behind-the-scenes magic happens! From the moment you walk through the door to the execution of trades in your accounts, our foremost objective is to be the easiest firm to work with on planet Earth. Our Operations team works hard to ensure that every interaction you have with us is conducted with you in mind.

Whether it involves delivering consistent and effective communication, staying attuned to evolving market trends, or meticulously adhering to regulatory requirements, we proactively handle these responsibilities so you don’t have to!

Kevin Jaegers | The Retirement Planning Group

Kevin Jaegars, CFA

Chief Operations Officer

Connor Small | The Retirement Planning Group

Connor Small

Solution Architect

Chrissy Hatcher | The Retirement Planning Group

Chrissy Hatcher

Marketing Manager

Lexie Barling | The Retirement Planning Group

Lexie Barling, IACCP®

Chief Compliance Officer

Chris Bouffard, CFA - Chief Investment Officer | The Retirement Planning Group

Chris Bouffard, CFA

Chief Investment Officer

Reed Hersma | The Retirement Planning Group

Reed Hersma

Project Manager

Mike Russell, CFP® - Investment Manager | The Retirement Planning Group

Mike Russell, CFP®

Investment Manager

Tim Caseria | The Retirement Planning Group

Tim Caseria

System Administrator

Morella Williams | The Retirement Planning Group

Morella Anvoots

Marketing Associate

Kael Stoaks | The Retirement Planning Group

Kael Stoaks

Investment Associate

Cael Crispin | The Retirement Planning Group

Cael Crispin

Operations Associate

Josh Gembala - Investment Manager | The Retirement Planning Group

Joshua Gembala, CFP®

Investment Manager

Chrissy Hatcher | The Retirement Planning Group

Michelle Burchard

Director of People & Culture

Andrew Thomas - Financial Planning Solutions Manager | The Retirement Planning Group

Andrew Thomas, FPQP®, QPFC

Financial Planning Solutions Manager

Jandi Iha - Technology & Process Solutions Specialist | The Retirement Planning Group

Jandi Iha

Technology & Process Solutions Specialist