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Meet Our Team

We’re Dedicated to your Freedom from Financial Worry

Leadership and Financial Advisors

At the Retirement Planning Group we have Certified Financial Planner™ professionals with extensive experience in financial planning and investment management. With our combined years of experience, our advisors can handle all of your financial needs.

Kevin M. Conard

Kevin M. Conard

CEO & Co-Founder / CRPC®

Chris Costello

Chris Costello

Co-Founder / CFP®

Rob R.O'Blennis

Rob R.O'Blennis

Senior VP-Wealth Management & Chief Compliance Officer

Ryan Costello

Ryan Costello

President / Certified Financial Planner CFP®

Kevin Jaegers

Kevin Jaegers

Chief Investment Officer / CFA

Dwight Twillman

Dwight Twillman

Senior VP-Wealth Management / CFP®

Matthew Swatek

Matthew Swatek

VP-Wealth Management / CRPC®

Paul Dreher

Paul Dreher

Financial Advisor

Josh Morales

Josh Morales

Financial Advisor

Ethan Pace

Ethan Pace

Financial Advisor / CMFC

Lexie Barling

Lexie Barling

Chief Compliance Officer

David Roberson

David Roberson

Director of Marketing / Outsourced CMO

Client Support Team

We also have a dedicated Client Service Team to ensure we always go above and beyond for our clients. 

Stephanie Rummerfield

Stephanie Rummerfield

Director of Client Relations

Kitty King

Kitty King

Director of Client Services & Onboarding

Suzanne McDonald

Suzanne McDonald

Director of Compliance

Heather Markovich

Heather Markovich

Client Services

Chrissy Hatcher

Chrissy Hatcher

Client Services & Marketing Associate

Connor Small

Connor Small

Operations Associate

Payroll and Tax Planners

At the Retirement Planning Group we have Certified Public Accountant professionals with extensive experience in financial planning for individuals, businesses, and other organizations. With our combined years of experience, our CPA's can handle all of your tax and accounting needs.

Matt Striegel

Matt Striegel

Partner

John Guernsey

John Guernsey

Senior Tax Advsior

Lisa Sachs

Lisa Sachs

Staff Accountant