The Retirement Planning Group
Industry: Company
DescriptionFounded: 2002 Parent organization: Bukaty Companies, Inc. Subsidiary: Retirement Planning Group, Asset Management Arm
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The Retirement Planning Group Employees
Employee
Years
Job
Industry
Chris Costello Chris Costello's The Retirement Planning Group Experience February 2004 - October 2014
Job CoFounder & CEO, blooom
Industry Investment Management
Experience
blooom February 2013 - Present
The Retirement Planning Group February 2004 - October 2014
Wachovia Securities, LLC November 2001 - February 2004
UBS Wealth Management January 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Asset Management, Portfolio Management, Investment Advisory, Retirement Income..., Asset Allocation, Asset Managment, Retirement, Estate Planning, Finance, Strategic Financial..., Mutual Funds, Insurance, Financial Advisory, 401k
Education
The University of Kansas 1991 — 1995
Bachelor of Science in Business Administration, Business
Olathe South High School 1988 — 1991
blooom February 2013 - Present
The Retirement Planning Group February 2004 - October 2014
Wachovia Securities, LLC November 2001 - February 2004
UBS Wealth Management January 1997 - November 2001
Skills
Wealth Management, Retirement Planning, Investments, Financial Planning, Asset Management, Portfolio Management, Investment Advisory, Retirement Income..., Asset Allocation, Asset Managment, Retirement, Estate Planning, Finance, Strategic Financial..., Mutual Funds, Insurance, Financial Advisory, 401k
Education
The University of Kansas 1991 — 1995
Bachelor of Science in Business Administration, Business
Olathe South High School 1988 — 1991
Dustin Stralow's The Retirement Planning Group Experience August 2014 - January 2015
Job Dynamic, entrepreneurial professional with a proven track record of achievement and demonstrated success
Industry Consumer Services
Experience
Liberty Leasing Services June 2015 - August 2015
The Retirement Planning Group August 2014 - January 2015
Google Fiber March 2014 - August 2014
Frontier Wealth Management April 2012 - November 2013
Kansas State University Recreation Services June 2010 - December 2011
Lee Construction March 2008 - August 2008
Kansas State Bank August 2007 - March 2008
Skills
Retirement Planning, Strategic Financial..., Time Management, Estate Planning, Personal Finance, Investments, Integrity, Microsoft Office, Financial Planning, Interpersonal..., Portfolio Management, Investment Planning, Personal Tax Planning, Insurance Planning, Organization, Team Oriented, Highly Analytical, BLS CPR Certified, Customer Service, Customer Experience, Business Development, Account Management, Microsoft Excel, Fundraising, Human Resources, Leadership, Microsoft Word, Negotiation, Nonprofits, Public Speaking, Healthcare, Sales, Teamwork
Education
Kansas State University 2004 — 2011
Bachelor of Science, Personal Financial Planning
Liberty Leasing Services June 2015 - August 2015
The Retirement Planning Group August 2014 - January 2015
Google Fiber March 2014 - August 2014
Frontier Wealth Management April 2012 - November 2013
Kansas State University Recreation Services June 2010 - December 2011
Lee Construction March 2008 - August 2008
Kansas State Bank August 2007 - March 2008
Skills
Retirement Planning, Strategic Financial..., Time Management, Estate Planning, Personal Finance, Investments, Integrity, Microsoft Office, Financial Planning, Interpersonal..., Portfolio Management, Investment Planning, Personal Tax Planning, Insurance Planning, Organization, Team Oriented, Highly Analytical, BLS CPR Certified, Customer Service, Customer Experience, Business Development, Account Management, Microsoft Excel, Fundraising, Human Resources, Leadership, Microsoft Word, Negotiation, Nonprofits, Public Speaking, Healthcare, Sales, Teamwork
Education
Kansas State University 2004 — 2011
Bachelor of Science, Personal Financial Planning
Jennifer Hummel's The Retirement Planning Group Experience June 2007 - May 2011
Job Director at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management May 2011 - Present
The Retirement Planning Group June 2007 - May 2011
Education
The University of Kansas
Psychology
Frontier Wealth Management May 2011 - Present
The Retirement Planning Group June 2007 - May 2011
Education
The University of Kansas
Psychology
Jaime Lowry's The Retirement Planning Group Experience January 2013 - Present
Job Director of Marketing at The Retirement Planning Group
Industry Marketing and Advertising
Experience
The Retirement Planning Group January 2013 - Present
The Retirement Planning Group December 2009 - Present
Skills
Certified in Click..., Marketing, Email Marketing, Sales Process, Cold Calling, Social Networking, Community Outreach, Social Media Marketing, Social Media, Marketing Communications, Event Planning, Event Management, Sales, Leadership, Public Relations, Advertising, Marketing Strategy
Education
University of Kansas 2003 — 2007
Journalism and Psychology, Journalism and Psychology
The Retirement Planning Group January 2013 - Present
The Retirement Planning Group December 2009 - Present
Skills
Certified in Click..., Marketing, Email Marketing, Sales Process, Cold Calling, Social Networking, Community Outreach, Social Media Marketing, Social Media, Marketing Communications, Event Planning, Event Management, Sales, Leadership, Public Relations, Advertising, Marketing Strategy
Education
University of Kansas 2003 — 2007
Journalism and Psychology, Journalism and Psychology
Paul Dreher's The Retirement Planning Group Experience December 2011 - Present
Job Financial Planner at The Retirement Planning Group
Industry Financial Services
Experience
The Retirement Planning Group December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) October 2006 - December 2011
Bucharest Business Week June 2005 - July 2006
Skills
Retirement Planning, Investments, Social Security, Medicare, Tax Efficiency, Income Protection, Estate Planning, College Savings Plans, Insurance, Series 6, Series 65, Variable Annuities, Retirement
Education
University of Kansas 2001 — 2005
Bachelor's Degree, Political Science and Government with minor in Business Administration
The Retirement Planning Group December 2011 - Present
John Hancock Life Insurance Company (U.S.A.) October 2006 - December 2011
Bucharest Business Week June 2005 - July 2006
Skills
Retirement Planning, Investments, Social Security, Medicare, Tax Efficiency, Income Protection, Estate Planning, College Savings Plans, Insurance, Series 6, Series 65, Variable Annuities, Retirement
Education
University of Kansas 2001 — 2005
Bachelor's Degree, Political Science and Government with minor in Business Administration
Kevin Conard's The Retirement Planning Group Experience February 2004 - Present
Job CoFounder, blooom
Industry Financial Services
Experience
blooom February 2013 - Present
The Retirement Planning Group February 2004 - Present
Skills
Retirement Planning, Asset Managment, Wealth Management, General Insurance, Social Security, Retirement Income, Debt Restructuring, Retirement, Insurance, Estate Planning, Investments, Investment Advisory, Asset Allocation, Asset Management, Personal Finance, Portfolio Management, Strategic Financial..., 401k, Financial Planning, Financial Services
Education
University of Kansas 1992 — 1996
Bachelor of Business Administration (B.B.A.), Advertising
blooom February 2013 - Present
The Retirement Planning Group February 2004 - Present
Skills
Retirement Planning, Asset Managment, Wealth Management, General Insurance, Social Security, Retirement Income, Debt Restructuring, Retirement, Insurance, Estate Planning, Investments, Investment Advisory, Asset Allocation, Asset Management, Personal Finance, Portfolio Management, Strategic Financial..., 401k, Financial Planning, Financial Services
Education
University of Kansas 1992 — 1996
Bachelor of Business Administration (B.B.A.), Advertising
Derek Bailey's The Retirement Planning Group Experience 2004 - 2004
Job Vice President at Great American Bank
Industry Banking
Experience
Great American Bank October 2014 - Present
Lawrence Bank January 2011 - September 2014
Lawrence Bank January 2009 - December 2010
Lawrence Youth Football September 1998 - August 2010
Lawrence Bank January 2008 - December 2008
Lawrence Bank January 2007 - December 2007
The Retirement Planning Group 2004 - 2004
Skills
PowerPoint, Customer Service, Excel, Customer Relations, Budgeting, Fundraising, Microsoft Office, Word, Sageworks Analyst, Financial Analysis, Banking, Loans, Outlook, Credit, Real Estate, Analysis, Negotiation, Economics, Spanish, Accounting, Financial Reporting, Contract Negotiation, Budgets, Microsoft Excel, Risk Management, Underwriting, Finance, Microsoft Word, Leadership, Financial Modeling, Investments, Commercial Lending, Portfolio Management
Education
Graduate School of Banking at Colorado 2013 — 2015
Leadership Lawrence 2008 — 2009
The University of Kansas 2002 — 2006
Finance, Finance
Lawrence High School 1999 — 2002
Great American Bank October 2014 - Present
Lawrence Bank January 2011 - September 2014
Lawrence Bank January 2009 - December 2010
Lawrence Youth Football September 1998 - August 2010
Lawrence Bank January 2008 - December 2008
Lawrence Bank January 2007 - December 2007
The Retirement Planning Group 2004 - 2004
Skills
PowerPoint, Customer Service, Excel, Customer Relations, Budgeting, Fundraising, Microsoft Office, Word, Sageworks Analyst, Financial Analysis, Banking, Loans, Outlook, Credit, Real Estate, Analysis, Negotiation, Economics, Spanish, Accounting, Financial Reporting, Contract Negotiation, Budgets, Microsoft Excel, Risk Management, Underwriting, Finance, Microsoft Word, Leadership, Financial Modeling, Investments, Commercial Lending, Portfolio Management
Education
Graduate School of Banking at Colorado 2013 — 2015
Leadership Lawrence 2008 — 2009
The University of Kansas 2002 — 2006
Finance, Finance
Lawrence High School 1999 — 2002
Robert O'Blennis, JD, CRPC®'s The Retirement Planning Group Experience January 2006 - Present
Job Wealth Manager at The Retirement Planning Group
Industry Financial Services
Experience
The Retirement Planning Group January 2006 - Present
The Retirement Planning Group January 2006 - Present
blooom September 2013 - Present
Edward Jones May 2002 - August 2005
Thompson Coburn May 2000 - May 2002
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Asset Managment, Trusts, Securities Regulation, Small Business
Education
Washington University in St. Louis School of Law 1998 — 2000
JD, Estate Planning
University of Missouri-Kansas City 1997 — 1998
The University of Kansas 1990 — 1994
BS, Print Journalism
St. Louis University High School 1986 — 1990
The Retirement Planning Group January 2006 - Present
The Retirement Planning Group January 2006 - Present
blooom September 2013 - Present
Edward Jones May 2002 - August 2005
Thompson Coburn May 2000 - May 2002
Skills
Retirement Planning, Estate Planning, Wealth Management, Investment Advisory, Mutual Funds, Investments, Strategic Financial..., Asset Allocation, Asset Managment, Trusts, Securities Regulation, Small Business
Education
Washington University in St. Louis School of Law 1998 — 2000
JD, Estate Planning
University of Missouri-Kansas City 1997 — 1998
The University of Kansas 1990 — 1994
BS, Print Journalism
St. Louis University High School 1986 — 1990
David Dreher's The Retirement Planning Group Experience May 2009 - Present
Job Sr. Vice President at The Retirement Planning Group
Industry Financial Services
Experience
The Retirement Planning Group May 2009 - Present
UBS Financial Services May 2003 - May 2009
A G Edwards & Sons January 1990 - May 2003
Skills
Portfolio Management, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Investments, Investment Advisory, Trading, Strategic Financial..., Retirement, Insurance, Strategic Planning, Business Strategy, Wealth, Process Improvement, Mutual Funds, Estate Planning, Finance, Asset Management
Education
The University of Kansas 1969 — 1973
BA, Politcal Science
The Retirement Planning Group May 2009 - Present
UBS Financial Services May 2003 - May 2009
A G Edwards & Sons January 1990 - May 2003
Skills
Portfolio Management, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Investments, Investment Advisory, Trading, Strategic Financial..., Retirement, Insurance, Strategic Planning, Business Strategy, Wealth, Process Improvement, Mutual Funds, Estate Planning, Finance, Asset Management
Education
The University of Kansas 1969 — 1973
BA, Politcal Science
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