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
CEO & Co-Founder / CRPC®
Co-Founder / CFP®
Senior VP-Wealth Management & Chief Compliance Officer
President / Certified Financial Planner CFP®
Chief Investment Officer / CFA
Senior VP-Wealth Management / CFP®
VP-Wealth Management / CRPC®
Financial Advisor / CMFC
Chief Compliance Officer
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.
Director of Client Relations
Director of Client Services & Onboarding
Director of Compliance
Client Services & Marketing 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.
Senior Tax Advsior