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The Retirement Planning Group

0 followers

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They'll create a plan and proactively manage every aspect of finances, retirement, and taxes.

Industries

Finance

Headquarters

Leawood, United States

Employees

11-50

Links

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Kevin M. Conard
CEO, Principal & Senior Wealth Manager

Kevin M. Conard

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Ryan Costello
President, Principal & Senior Wealth Manager
Kevin Jaegers
COO & Principal
Chris Bouffard
CIO
Lexie Barling
Compliance Officer
Rob R. O’Blennis
Principal & Senior Wealth Manager
Dwight Twillman
Principal & Senior Wealth Manager
Troy Hedman
Principal & Senior Wealth Manager
Matthew A. Striegel
Director of Finance & Accounting
Michelle Burchard
Director of HR & Client Services
Luke Crowther
Director of Tax
Nancy Luther
Senior Client Relationship Manager
Martha Paterik
Client Service Manager

Teams

+10

Wealth Management Team

13 members

+6

Tax Team

9 members

+4

Leadership Team

7 members

+3

Client Relationship Management

6 members

Operations Team

3 members

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