Overland Park, KS (Retirement + Wealth)

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.

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

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.

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

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.

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.

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.

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.

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.

William C. Doran, Jr. currently serves as Senior Vice President of Retirement + Wealth division where he focuses on developing strategic retirement plans for corporate clients.

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.

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.

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.

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.

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.

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.

With more than 22 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.

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.

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.

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.

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.

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.

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.

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.

Jania Stout currently serves as a Senior Vice President of the Retirement + Wealth division and brings over 22 years of experience in ERISA plan consulting to her role as Practice Leader. Her team advises close to 6 billion in retirement plan assets covering over 100,000 employees. She was named the 2016 Plan Adviser of the Year by Plan Sponsor Magazine and Past President for National Association of Plan Advisors (NAPA). Ms. Stout was elected President of National Association of Plan Advisors in 2019. The Council is charged with setting the strategic direction and making policy decisions on all matters related to NAPA’s mission.

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.

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.

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.

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.

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.

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.

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.

Chris currently serves as Senior Vice President of retirement + wealth division where he focuses on developing strategic retirement plans for corporate clients. With experience in client servicing, sales, operations, and portfolio management, Chris’s clients rely on him to help them create the most effective ways to drive employees towards retirement readiness while managing the employer’s fiduciary responsibilities in doing so.

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.

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.

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.

Lisa joined OneDigital in June 2020 as Director of Finance for the Retirement + Wealth division. She oversees the Accounting Department based in Overland Park, KS where all advisory and broker dealer commission transactions are received and processed. Working with her team, she sets policies and procedures to ensure accurate and timely postings for all cost centers within the R+W division. She also interfaces regularly with the Atlanta-based Accounting team to generate monthly financial reports and disseminate them to the appropriate stakeholders within the company.

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.

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.