Overland Park, KS (Retirement & Wealth)
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, 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)
Other Local Teams
- Overland Park, KC (Wealth Management)
- Overland Park, KC (Retirement Plans)
- Kansas City, KS
- Chicago, IL
- Philadelphia, PA
- St. Louis, MO
- Greenwood Village, CO
- Irvine, CA
- Lafayette, CA
- San Diego, CA
- Edina, MN
- Red Bank, NJ
- Nashville, TN
- White Plains, NY
- Auburn Hills, MI
- Orlando, FL
- Tampa, FL
- Sandy City, UT
OneDigital Overland Park, KC (Wealth Management)
4860 College Blvd, Overland Park, KS, USA | (913) 338-5300 | Get Directions
Meet Leadership
OneDigital Overland Park, KC (Retirement Plans)
4860 College Blvd, Overland Park, KS, 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 | (312) 577-6000 | Get Directions
Meet Leadership
OneDigital Philadelphia, PA
1285 Drummers Lane, Suite #201, Wayne, PA, USA | (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 Greenwood Village, CO
6300 South Syracuse Way, Suite #705, Greenwood Village, CO, USA | (303) 707-0360 | Get Directions
Meet Leadership
OneDigital Irvine, CA
15615 Alton Parkway, Suite #200, Irvine, CA, USA | (949) 786-4015 | Get Directions
Meet Leadership
OneDigital Lafayette, CA
3697 Mt Diablo Blvd, Suite #175, Lafayette, CA, USA | (925) 282-2260 | Get Directions
Meet Leadership
OneDigital San Diego, CA
9276 Scranton Road, Suite #550, San Diego, CA, USA | (858) 551-4015 | Get Directions
Meet Leadership
OneDigital Edina, MN
Click the button below to access the customer portal using your assigned login credentials.
Customer Portal
7701 France Avenue South, Suite #625, Edina, MN, USA | (952) 562-2440 | Get Directions
Meet Leadership
OneDigital Red Bank, NJ
Meet Leadership
OneDigital Nashville, TN
1600 Division Street, Suite #220, 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
Meet Leadership
Latest News & Updates from Overland Park, KS (Retirement & Wealth)
Responsive
We put your needs and the needs of your employees first- when you need us we are there each and every time.
Fresh Thinking
We lead market trends, we don't follow them- you can count on us to look around the corner on your behalf.
Strategic
We are purposeful in building and executing a multi-year benefits strategy that drives results for you.
Meet The Leadership
- 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.
- 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.
- 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.
- Senior Vice President, OneDigital Retirement + Wealth
-
43 years of experience
Michael Montgomery currently serves as a Senior Vice President for the retirement & wealth division of OneDigital. He has specialized in the retirement plan field since 1977 and is nationally recognized for his thought leadership on retirement plan issues. He founded Montgomery Retirement Plan Advisors in 2004 after achieving success as a pension specialist or regional manager with several leading retirement plan providers.
- President
-
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.
- 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.
- 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.
- Senior Vice President, OneDigital Retirement + Wealth
-
27 years of experience
David Hinderstein currently serves as 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.
- 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.
- 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.
- Managing Director
-
20 years of experience
Having more than 20 years of experience in the investment industry, Ben’s professional background includes extensive work on 401(k) retirement plans and investment management for pension plans and endowment & foundation portfolios. Ben also founded and managed a private investment fund for several years.
- 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.
- Senior Vice President, OneDigital Retirement + Wealth
-
30 years of experience
Phillip L. Currie, Jr. has consulted in the nonqualified retirement plan field for over 30 years. He specializes in designing executive benefit programs that align plan design features with corporate objectives and the implementation of various nonqualified plan funding optimization strategies.
- 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.
- 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.
- 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.
- 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.
- 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.
- Chief Operating Officer, OneDigital Retirement + Wealth
-
15 years of experience
Ashley Barb serves as Chief Operating Officer for the retirement & wealth division, bringing more than 15 years of industry experience to the firm. In her role, she is responsible for managing the day-to-day operations, playing an important role in navigating through the complexity of serving advisors needs, advisory retirement plan clients, wealth management clients, and building out infrastructure and tool suites.
- Chief Compliance Officer, OneDigital Retirement + Wealth
-
20 years of experience
Phil Troyer serves as Chief Compliance Officer for OneDigital's Retirement + Wealth Division and is responsible for the firm’s overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years. His prior experience includes serving as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment adviser owned by National Retirement Partners, as well as managing his own national ERISA practice, which have made him a recognized thought leader in the retirement plan industry.
- 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.
- 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.
- 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.
- 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.
4860 College Blvd, Overland Park, KS, USA |
(913)338-5300 |
Get Directions