Meet Our Wealth Managers
At The Retirement Planning Group, our number one priority is building trust with our clients. Our wealth managers are knowledgeable and have extensive experience in financial planning and investment management.
We take a personalized approach to retirement planning, taking the time to get to know our clients and their unique needs. With years of experience in the industry, our wealth managers have the skills needed to develop tailored investment strategies that align with your long-term goals.
Kevin Conard, CRPC®
CEO & Senior Wealth Manager
Ryan Costello, CFP®
President & Senior Wealth Manager
Rob R. O’Blennis, JD, CRPC®
Senior Wealth Manager
Dwight Twillman, CFP®
Senior Wealth Manager
Troy Hedman, CMFC®, CRPC®
M&A and Succession Planning Manager
Senior Wealth Manager
Paul Dreher, CFP®, CRPC®
Senior Wealth Manager
Ethan Pace, CFP® CMFC®
Senior Wealth Manager
Brandon Stegall, CFP®
Senior Wealth Manager
Joe McCulloch, CFP®, CDFA®
Senior Wealth Manager
Kristy Ashworth
Wealth Manager
Taylor Pearson, CRPC®
Senior Wealth Manager
David Nyman, CRPC®
Senior Wealth Manager
John Vu, CFP®, CRPC®
Senior Wealth Manager
Trace Weatherford
Wealth Manager
Brian Dightman, CMT®
Senior Wealth Manager
Kathy Lum, AIF®
Senior Wealth Manager
Charlotte Teruya-Westcott, CPA, CTFA, CWS®
Senior Wealth Manager
Stephanie Kuwaye, CPA
Wealth Manager
Sarah Kleinschmidt
Wealth Manager
Timothy Watters, CFP®
Senior Wealth Manager
Colin Watters, CFP®
Senior Wealth Manager
Bill Parrott, CFP®
Senior Wealth Manager
Spencer Engelke, CFP®
Senior Wealth Manager
Mike Russell, MBA, MSFP, CFP®
Wealth Manager