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Robert O'blennis

Senior Wealth Manager at The Retirement Planning Group

  • LinkedIn

Devoted to helping folks retire with confidence and security. I wear a lot of hats: Wealth Manager, former Chief Compliance Officer, recovering lawyer, husband and father of two.

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THE RETIREMENT PLANNING GROUP

THE RETIREMENT PLANNING GROUP

  • description Description
    We have been helping individuals and families plan for over 15 years. Over 1,200 families trust us to guide them toward their ideal financial future. (as of 12/31/2019) Were redefining what r...

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  • Employees count Employees 11-50
  • Revenue Revenue 25 Million to 50 Million
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The Retirement Planning Group Org Chart and Mapping

Employees

Kevin Jaegers

Chief Operating Officer

Kitty King

Director of Client Services

Paul Dreher

Senior Wealth Manager

Nancy Luther

Client Relationship Manager

Chris Bouffard

Chief Investment Officer

Lexie Barling

Chief Compliance Officer

Barbara Stewart

Senior Client Relationship Manager

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  • Phone number  :  (***)-***-****
  • Email  :  r****@planningretirements.com

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