Overland Park, KS (Retirement + Wealth)

See how Retirement + Wealth is Strategic, Responsive, Fresh-Thinking.

Learn More

Welcome to OneDigital Overland Park, KS (Retirement + Wealth)

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees.

Investment advice is offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital. Please note the other companies referenced on this website are separate entities from OneDigital Investment Advisors and are not authorized to provide, and do not provide, investment advisory or securities brokerage services.

 

View Careers Contact Overland Park, KS (Retirement + Wealth)

OneDigital Armonk, NY

OneDigital Armonk is a hands-on, level fee fiduciary. They steward the institutional retirement plan process from start to finish, and take a fresh approach in advising plan sponsors and go beyond business as usual to deliver superior retirement programs. As a fiduciary, they always have in mind the best interests of plan participants and utilize their in-depth knowledge and sophisticated resources to help sponsors implement best practices. Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

80 Business Park Dr suite 205, Armonk, NY 10504, USA | 914-251-0466 | Get Directions

OneDigital Danvers, MA

With advisor teams around the country, we offer a comprehensive solution focused on tailoring retirement plans, wealth management conversations and financial wellness programs to meet the needs of your organization and employees. Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital. timescale onedigital logo    

222 Rosewood Dr 2nd floor, Danvers, MA 01923, USA | (978) 777-3116 | Get Directions

OneDigital Sacramento, CA (Downtown)

1231 I Street suite 301, Sacramento, CA 95814, USA | Get Directions

Meet Leadership

OneDigital Basking Ridge, NJ

CLIENT PORTAL

SECURE DOCUMENT UPLOAD LINK

180 Mount Airy Road suite 203, Basking Ridge, NJ 07920, USA | (908) 630-0200 | Get Directions

Meet Leadership

OneDigital Rochester, NY (Downtown)

We provide fiduciary advice and investment research to qualified retirement plan sponsors. We promote a culture of fiduciary responsibility by providing clients with information, tools and confidence to better navigate and manage the changing regulatory landscape. We believe our role as a fiduciary consultant goes beyond that of a traditional investment consultant. We aim to empower our clients through education and streamline the complex fiduciary oversight processes. Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

11 Centre Park, Rochester, NY 14614, USA | (585) 246-3750 | Get Directions

OneDigital Manasquan, NJ

Investment advice offered through OneDigital Investment Advisors, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital, or through Gouldin & McCarthy, LLC, a registered investment adviser. Securities offered through Triad Advisors, LLC (member FINRA/SIPC). OneDigital Investment Advisors, Gouldin and McCarthy LLC and Triad Advisors are separate entities.

29 Union Avenue, Manasquan, NJ 08736, USA | (732)223-6300 | Get Directions

Meet Leadership

OneDigital Baltimore, MD

912 East Fort Avenue, Baltimore, MD 21230, USA | Get Directions

Meet Leadership

OneDigital Cheshire, CT

1781 Highland Avenue, Cheshire, CT, USA | Get Directions

Meet Leadership

OneDigital Hauppauge, NY

200 Motor Pkwy, Hauppauge, NY 11788, USA | (631) 435-2700 | Get Directions

Meet Leadership

OneDigital Atlanta, GA

The Atlanta office team is nationally recognized as innovative experts in medium to large group employee benefit solutions. The same old cost mitigation strategies are no longer effective - it's time for some innovation and fresh thinking!

3333 Riverwood Parkway, Suite 400, Atlanta, GA, USA | Get Directions

Meet Leadership

OneDigital Raleigh, NC

2301 Rexwoods Dr. #116, Raleigh, NC 27607 | Get Directions

OneDigital Altoona, WI

211 Harvest Lane, Suite 2, Altoona, WI 54720 | 715-834-2786 | Get Directions

Meet Leadership

OneDigital Overland Park, KC (Wealth Management)

Click on the appropriate button below to access your account. SCHWAB ORION TD AMERITRADE FIDELITY

11101 Switzer Rd, Overland Park, KS 66210, USA | (913) 338-5300 | Get Directions

Meet Leadership

OneDigital Overland Park, KC (Retirement Plans)

11101 Switzer Rd, Overland Park, KS 66210, USA | (913) 338-5300 | Get Directions

Meet Leadership

OneDigital Kansas City, KS

7400 West 110th Street, Suite 600, Overland Park, KS 66210, USA | (913) 345-2500 | Get Directions

Meet Leadership

OneDigital Chicago, IL

680 North Lake Shore Drive, Suite 2050, Chicago, IL 60611, USA | Get Directions

Meet Leadership

OneDigital Philadelphia, PA

Click the button below to access the customer portal using your assigned login credentials.

FIDUCIARY VAULT

Click the button below to access DayVest by using your login credentials.

DayVest Login

400 Berwyn Park, Suite 220A, 899 Cassatt Road, Berwyn, PA 19312 | (800) 401-4830 | Get Directions

Meet Leadership

OneDigital St. Louis, MO

12801 Flushing Meadows Drive, Suite 270, St. Louis, MO 63131, USA | (314) 786-3345 | Get Directions

Meet Leadership

OneDigital Minnetonka, MN

Click the button below to access the customer portal using your assigned login credentials.

PERSONAL WEBSITE

10900 Wayzata Blvd, Minnetonka, MN 55305, USA | (952) 562-2440 | Get Directions

Meet Leadership

OneDigital Red Bank, NJ

Click the button below to access the customer portal using your assigned login credentials.

FIDUCIARY VAULT

286 Broad Street, Red Bank, NJ, USA | (800)401-4830 | Get Directions

Meet Leadership

OneDigital Nashville, TN

1600 Division Street, Suite #420, Nashville, TN, USA | (615) 515-3308  | Get Directions

Meet Leadership

OneDigital White Plains, NY

4 West Red Oak Lane, Suite #300, White Plains, NY, USA | (914) 251-1467 | Get Directions

Meet Leadership

OneDigital Auburn Hills, MI

3254 University Drive, Suite #190 Auburn Hills, MI, USA | (877) 248-1156 | Get Directions

Meet Leadership

OneDigital Orlando, FL

301 E. Pine Street, Suite 650, Orlando, FL 32801 | (407) 660-1010 | Get Directions

Meet Leadership

OneDigital Tampa, FL

14502 North Dale Mabry Highway, Suite #328 Tampa, FL, USA | (813) 909-9305 | Get Directions

Meet Leadership

OneDigital Sandy City, UT

8706 South 700 East, Sandy, UT, USA | (801)559-7774 | Get Directions

Meet Leadership

Value Driver: Responsive

Responsive

We put your needs and the needs of your employees first- when you need us we are there each and every time.

Value Driver: Fresh Thinking

Fresh Thinking

We lead market trends, we don't follow them- you can count on us to look around the corner on your behalf.

Value Driver: Strategic

Strategic

We are purposeful in building and executing a multi-year benefits strategy that drives results for you.

Meet The Leadership

Greg Mortenson

  • Senior Vice President, OneDigital Retirement + Wealth
  • 28 years of experience

Greg is a Senior Vice President of the retirement + wealth division he has over thirty years of experience in working with closely held companies and business owners. He specializes in managing retirement plans for companies with a primary focus on creating optimal retirement benefits for each and every participant in the plan. Greg helps clients navigate fiduciary responsibility through proprietary industry-leading qualitative and quantitative investment analysis.

William C. Doran, Jr.

  • Senior Vice President
  • 35 years of experience

William C. Doran, Jr. serves as Senior Vice President of Retirement & Wealth Division where he focuses on developing strategic plans for both corporate retirement and individual wealth clients. He specializes in assisting plan fiduciaries and participants in navigating the complexities of qualified plans and asset allocation.

Scott Siverhus

  • Senior Vice President, OneDigital Retirement + Wealth
  • 30 years of experience

Scott serves as a Senior Vice President of the retirement + wealth division and has over thirty years of experience in the financial planning and wealth management arena. He has assisted hundreds of families with defining their estate planning goals and designing tailored approaches to accomplish their objectives.

Gregory Fiore

  • Senior Vice President
  • 29 years of experience

Greg Fiore currently serves as Senior Vice President of Retirement + Wealth division where he is a specialist in the qualified plan marketplace. His focus is ensuring high vendor performance, driving cost-effectiveness, and providing rapid deployment of new qualified plan products and services. He leads a team of people who support clients in every aspect of the retirement planning process.

Jason Hoffman, AIF®

  • Senior Vice President, OneDigital Retirement + Wealth
  • 15 years of experience

Jason Hoffman currently serves as Senior Vice President of the retirement + wealth division and brings more than 14 years of experience in the consulting field of retirement plan design, investment monitoring and administration to the firm. As a consultant, he manages vendor searches, implementation timelines and conversion teams, plan design assistance, industry and market analysis and develops written communication plans.

Victor Solis

  • Senior Investment Advisor
  • 17 years of experience

Victor serves as Senior Vice President of the Retirement + Wealth division where he works with high-net-worth individuals offering comprehensive financial planning, insurance protection and asset accumulation strategies. He also specializes in collaborating with businesses to implement corporate benefits and retirement plans.

David Hinderstein

  • Regional Senior Vice President, OneDigital Retirement + Wealth
  • 27 years of experience

David Hinderstein currently serves as Regional Senior Vice President of retirement + wealth where he assists plan sponsors and participants in responding to the many challenges in managing their retirement programs. David has extensive background in helping not-for-profit, corporate, healthcare, and higher education 401K plan sponsors meet their fiduciary responsibilities and manage and optimize their investment provider relationships.

Daniel Zlotnick

  • Senior Vice President, OneDigital Retirement + Wealth
  • 38 years of experience

Daniel serves as Senior Vice President of the Retirement + Wealth division where he focuses on developing strategic retirement plans for corporate clients and individual wealth clients. He is a recognized speaker for his utilization of fringe benefits for businesses and oversight of client portfolios. In addition, Dan has been an invited speaker to the NYSE and various boards, and actively lectures to CPAs. His writings have been published by various journals and newspapers.

Tristan Talley

  • Vice President of Wealth Management, OneDigital Retirement + Wealth
  • 22 years of experience

Tristan Talley is Vice President of the retirement + wealth division bringing more than 22 years of financial and wealth experience. In this role, Tristan’s primary responsibilities involve helping connect all aspects of a client’s financial life to the lives they want to live. He goes well beyond investments to form relationships that span generations. Tristan also provides financial education and enjoys helping retirement plan participants.

Darrell Alford, CLU, ChFC, AIF®

  • Senior Vice President, OneDigital Retirement + Wealth
  • 25 years of experience

With over 25 years of professional pension consulting experience, Darrell Alford currently serves as Senior Vice President Retirement + Wealth division of OneDigital. His practice focuses on providing professional support to plan sponsors and educating them on how to fulfill their fiduciary responsibilities with respect to their retirement plans and the investment options in those plans.

Chad Wilson, CFA®, CFP™

  • Senior Vice President, OneDigital Retirement + Wealth

Chad Wilson currently serves as a Senior Vice President of the Retirement + Wealth division. In addition to managing his office operations, Chad oversees the office's process of selecting and monitoring investment managers, performing manager due diligence and formulating investment strategies. His duties also include provider fee negotiation, client acquisition and retention, and the due diligence surrounding selecting non-fiduciary service providers, such as a plan’s record-keeper, administrator, actuary and custodian/trustee.

Vince Morris, AIF®

  • President, OneDigital Retirement + Wealth
  • 25 years of experience

Vince oversees OneDigital’s Retirement + Wealth division, including retirement consulting, wealth management, investment management and third-party administration areas. Before OneDigital, Vince Morris joined Bukaty Companies in 2001 as owner and president of the Financial Services division, serving as president of Resources Investment Advisors Inc., an SEC-registered investment advisor and support center that helps advisor-affiliates with compliance, business, and marketing services.

Gary Josephs, PPC

  • Senior Vice President, OneDigital Retirement + Wealth
  • 33 years of experience

Gary currently serves as a Senior Vice President of Retirement + Wealth division of OneDigital and has over 33 years of experience providing retirement plan services to institutions and their employees. He has established a national reputation for his excellence and expertise in the provider search and benchmarking, contract negotiations, investment due diligence, ERISA compliance, and comprehensive employee education and communication.

Jania Stout, CPFA®

  • Senior Vice President, OneDigital Retirement + Wealth
  • 22 years of experience

Jason Chepenik, CFP®

  • Senior Vice President, OneDigital Retirement + Wealth
  • 21 years of experience

Jason Chepenik currently serves as Senior Vice President of the retirement + wealth division. Jason is focused on providing fiduciary guidance to corporate retirement plans. Jason’s unbridled energy and passion is what his clients and team love most. Whether he’s advocating for stronger fiduciary responsibility, or championing financial literacy for the next generation, Jason keeps a strong sense of “the why” within his work.

Kelley F Snook, Jr, AIF®

  • Senior Vice President, OneDigital Retirement + Wealth
  • 27 years of experience

Kelley F Snook, Jr currently serves as Senior Vice President of the retirement + wealth division. Kelley and his team provide a full array of retirement plan consulting services including fiduciary education, investment selection and monitoring, plan design, fee benchmarking, employee education, plan compliance, and overall strategy. Their clients are 401(k), 403(b) and Defined Benefit plans for public and private corporations, non-profits, and municipalities.

Saumen Chattopadhyay, CFA®, CPA

  • Chief Investment Officer, OneDigital Retirement + Wealth
  • 26 years of experience

Saumen is the Chief Investment Officer of OneDigital's retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He is responsible for the overall investment platform, including selection of investment offering, due diligence of funds and managers, and overseeing investment strategies and models managed by the investment team.

Jamie Greenleaf, AIF® , CBFA , C(k)P®, CHSA

  • Senior Vice President, OneDigital Retirement + Wealth
  • 25 years of experience

Jamie Greenleaf, currently serves as Senior Vice President of the retirement + wealth division. She has spent her entire professional career helping retirement programs and public funds. She has provided consulting services in all areas of plan management and oversight and financial education to many Fortune 500 and publicly traded companies, nonprofit entities and public agencies.

Thomas Parker

  • Senior Vice President, OneDigital Retirement + Wealth
  • 41 years of experience

Thomas currently serves as Senior Vice President of the retirement + wealth division and has over 40 years of experience providing retirement plan services to institutions and their employees. Tom leads the retirement + wealth team in Chicago, Illinois where he is known for his high degree of knowledge and experience for helping businesses implement and optimize group retirement plans, as well as helping improve plan outcomes for participants.

Andrew W. Jefferys, AIF®, CRPC®

  • OneDigital Retirement + Wealth

Andrew Jefferys serves as National Vice President, Wealth Management Solutions. His focus is on establishing, leading, and advising on national priorities around our advisory platforms, retirement-to-wealth initiatives, and ongoing enhancement of both our client and advisor experience. He is responsible for championing a variety of national strategies to align and grow the vertical.

Ben Smith, AIF®

  • Senior Vice President
  • 22 years of experience

With more than 20 years of experience in the investment industry, Ben’s professional background includes extensive work on 401(k) retirement plans, investment management for pension portfolios and advisory support to non-qualified plans.

Laura Scobee

  • Senior Vice President, OneDigital Retirement + Wealth
  • 35 years of experience

Laura Scobee serves as Senior Vice President of the retirement + wealth division and has over 35 years of experience working with retirement plan sponsors and individual investors. Laura has provided services to retirement plans throughout her career, including a period when she was the CEO of a large, third-party retirement plan administration firm in St. Louis that provided services to hundreds of plans and thousands of participants. However, her passion has always been working directly with plan sponsors and their participants as their investment adviser.

Michael H. Gouldin, AIF®, CRPC®

  • OneDigital Retirement + Wealth

Mike currently serves as Senior Vice President, Financial Services. Mike is responsible for overseeing his office’s financial planning practice as well as assisting in the corporate consulting business. Mike founded the legacy firm, Gouldin & McCarthy, LLC in 1999 after spending several years in the business with another small independent firm. Mike and his entire team joined OneDigital in 2021.

Brady Dall, AIF®, PPC

  • Senior Vice President, OneDigital Retirement + Wealth
  • 11 years of experience

Brady is a Senior Vice President of the retirement + wealth division. As a retirement plan advisor, Brady has dedicated his career to the financial industry and has served it in many capacities. He has partnered with his father and manages the growing team in Salt Lake City. He shares his passion to make a difference in the lives of Americans as they prepare for a comfortable retirement.

Brad Harris, J.D., ChFC®, CLU®, MBA

  • Senior Vice President, OneDigital Retirement + Wealth
  • 40 years of experience

Brad Harris currently serves as Senior Vice President of the retirement + wealth division in Overland Park, Kansas where he has assisted plan sponsors and participants, individuals, and families for more than three decades. Brad’s mission is to help his clients navigate the streams to financial freedom; to be there for them always through professional, proactive, and caring service.

Daniel M. McCarthy, AIF®, CRPC®

  • OneDigital Retirement + Wealth

Dan joined OneDigital in 2021 and currently serves as Senior Vice President, Financial Services, focusing on providing fiduciary support and consulting to our small to medium-sized business clients. Dan was with Gouldin & McCarthy, which was acquired by OneDigital in 2021. Prior to 2001, he spent nearly a decade in the financial services industry, working in the banking sector for firms like Investors Bank & Trust. He managed over 80 separate community banks with combined assets in excess of $6 billion.

Nate White

  • Senior Vice President, OneDigital Retirement + Wealth
  • 22 years of experience

Nate currently serves as Senior Vice President of retirement + wealth division of OneDigital developing strategic plans for plan health/retirement readiness, plan benchmarking, investment analysis, and fiduciary governance. With over 20 years of experience in retirement plan consulting, organizations have counted on his knowledge & innovation in creating the most effective ways to drive employees towards retirement readiness while managing the employer’s fiduciary responsibilities in doing so.

Greg Bremer

  • Senior Consultant, OneDigital Retirement + Wealth
  • 17 years of experience

Greg Bremer serves as a Senior Consultant for the retirement + wealth division and has over 17 years of experience working with retirement plan sponsors and individual investors. Greg’s focus is providing retirement plan services to institutions and their employees. Greg also works with individuals to achieve a financially secure retirement through personalized financial plans based upon their unique situation and goals for retirement.

Phil Troyer

  • Chief Compliance Officer, OneDigital Retirement + Wealth
  • 20 years of experience

David T. Griffin, C(K)P®

  • Senior Vice President, OneDigital Retirement + Wealth

David T. Griffin serves as Senior Vice President of the Retirement + Wealth division where he offers retirement plan consulting solutions focused on developing strategies to fit the needs of private organizations, tax exempt organizations, and governmental plans.

Sean Ciemiewicz

  • Senior Vice President, OneDigital Retirement + Wealth
  • 20 years of experience

Sean Ciemiewicz serves as Senior Vice President of the retirement + wealth division at OneDigital. Sean’s focus is working on education and communication programs, as well as individual retirement management, and he has an interest in behavioral finance.

Neil C. Netoskie

  • Senior Vice President
  • 32 years of experience

Neil C. Netoskie serves as Senior Vice President of the Retirement + Wealth division where he focuses on helping companies establish, maintain, and service their Corporate Retirement Benefits needs. Neil has been in the financial services industry since 1989.

David Anderson, AIF®, PRP™

  • Senior Vice President, OneDigital Retirement + Wealth
  • 29 years of experience

David Anderson, is a Senior Vice President of the retirement + wealth division and has more than 25 years’ experience in the retirement plan business. He advises 401(k), 403(b), and defined benefit plans for public and private corporations and higher education institutions. David entered the industry in 1992 with Cigna Retirement and Investment Services and later moved to Fidelity where he gained valuable experience and insight into the “service provider” side of the business.

Sean Patton, AIF®

  • Senior Vice President
  • 18 years of experience

Sean serves as Senior Vice President of the Retirement + Wealth division where he offers retirement plan consulting to corporate, non-profit, and foundation clients.

Mike Castner

  • Senior Vice President, OneDigital Retirement + Wealth
  • 25 years of experience

Michael Castner is a Senior Vice President of the retirement + wealth division and brings over 25 years of experience in retirement plan consulting. He is focused on providing a comprehensive array of advisory services to both qualified and non-qualified retirement plans. Mike has earned a reputation for his knowledge and experience in plan provider search and benchmarking, fiduciary oversight and investment due diligence.

Thomas Zamiara

  • Senior Vice President, OneDigital Retirement + Wealth
  • 27 years of experience

Tom serves as Senior Vice President of the Retirement + Wealth division where he offers retirement plan consulting to corporate, non-profit, and foundation clients.

Corby Dall

  • Senior Vice President, OneDigital Retirement + Wealth
  • 30 years of experience

Corby Dall is a Senior Vice President of the retirement + wealth division and specializes in retirement plan consulting. He leads a well-respected team of professionals that focus solely on the success of retirement plans for the benefit of the employee and peace of mind of the employer. Providing help for employers to navigate the ever-changing regulatory environment, they have a deep knowledge and understanding of the overwhelming volume of legislation to mitigate liability.

Kevin Grenham

  • Senior Vice President
  • 35 years of experience

Kevin currently serves as Senior Vice President of Retirement + Wealth division where he focuses on developing strategic retirement plans for corporate clients. He specializes in managing retirement plans for companies with a primary focus on creating optimal retirement benefits for each of their participants. Kevin assists clients with navigating fiduciary responsibility through proprietary industry-leading qualitative and quantitative investment analysis.

Contact OneDigital Overland Park, KS (Retirement + Wealth)

11101 Switzer Rd, Overland Park, KS 66210, USA | (913)338-5300 | Get Directions