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, 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 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

Meet Leadership

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 | (312) 577-6000 | 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

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 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

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

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.

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.

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.

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.

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.

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.

Victor Solis

  • Senior Vice President, OneDigital Retirement + Wealth
  • 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.

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.

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.

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.

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.

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.

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.

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.

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.

Jania Stout, CFA®

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

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.

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.

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.

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.

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.

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.

Andrew W. Jefferys, AIF®, CRPC®

  • OneDigital Retirement + Wealth

Andrew and his team joined OneDigital in 2021 and currently serves as Senior Vice President, Financial Services. In this role, he spends a majority of his time helping his clients navigate their ever-changing financial plans. Additionally, Andrew works with OneDigital helping to expand the wealth management platform.

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.

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.

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.

Ashley Barb

  • 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.

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.

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.

Phil Troyer

  • 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.

Chris Jones

  • Senior Vice President, OneDigital Retirement + Wealth

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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