President & CEO Of Retirement Solutions Group and RSG Investments
Contact Alan: firstname.lastname@example.org
Alan E. Becker, Chief Executive Officer of Retirement Solutions Group (RSG) and RSG Investments, is a leader in the financial services world for pre and current retirees. Alan has passed the Series 65 Securities exam and is insurance licensed in Kansas and Missouri. Along with his team, Alan utilizes superior tools and services to help his clients pursue their financial independence. He implements plans that are in the best interest for his clients as he strives to help them realize their retirement goals and the desired legacy they leave behind.
Alan hosts two radio shows and is the author of “Return on Investment or Reliability of Income? The True Meaning of ROI in Retirement.”
Alan resides in Overland Park, Kansas, with his wife Kristina and their three sons, Dylan, Robert and Logan. He is very involved in the community chambers and charities. Alan is very proud of the fact that Retirement Solutions Group has an A+ rating with the Better Business Bureau.
For more information on Alan's professional history, click here.
Investment Adviser Representative
Contact Cy: email@example.com
For over three decades, Mike “Cy” Cajthaml has been known to clients and financial colleagues as “Mike Cy the Investment Guy.” As a fiduciary, he uses a client-centered philosophy and is required to put client interests ahead of his own. Using this philosophy, Cy has helped hundreds of clients prepare financial plans so that they can pursue their retirement dreams and goals.
Cy is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, a Chartered Financial Consultant (ChFC®), a Chartered Life Underwriter (CLU®) and a Life Underwriter Training Council Fellow (LUTCF®).
Cy and his wife of 40 years, Debbie, relocated to Kansas from the Greater Chicagoland area in 2007 along with their son, Mike Jr., daughter-in-law, Ashley, and their grandsons, Cameron and Carson.
Contact Sam: firstname.lastname@example.org
With over 15 years of industry experience, Sam brings a wealth
of knowledge and a true desire to help our clients realize their
retirement goals. Sam joined the team in March of 2017. Prior to RSG, he spent the majority of the late ’90s and early 2000s in the mutual fund arena before making the move to be a full time insurance and financial professional in 2005. It's this extensive experience that helps him look at our clients’ overall retirement picture and custom tailor solutions and strategies to their unique situations. Sam has passed the Series 65 Securities exam and currently holds life, health, property & casualty insurance licenses in both Missouri and Kansas. Sam and his family currently reside in Pleasant Hill, Missouri.
For more information on Sam's professional history, click here.
Investment Adviser Representative
Contact John: email@example.com
John joins Retirement Solutions Group with over 20 years of financial services experience bringing a wealth of financial planning and investment expertise to the team. He is passionate about getting to know his clients and understanding their retirement goals and objectives. He is excited to put together comprehensive plans that address tax efficiency, risk migration, growth and income needs that are unique to each individual’s situation. “I am proud to work for Retirement Solutions Group where we are an independent advisory firm and not restricted to a limited grouping of financial instruments. We always and in every way do what is best for our clients and take the fiduciary responsibility very seriously” John says.
John earned a Ph.D. from Arizona State University and is a CERTIFIED EMPLOYEE BENEFITS SPECIALIST (CEBS®) from the International Foundation of Employee Benefits and Wharton University, and a CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC®) from the College for Financial Planning. John has passed the Series 7, 24, 65, 63, 6 and 26 securities exams and currently holds a Life, Accident and Health Insurance license in both Missouri and Kansas.
He currently resides in Lee’s Summit, Missouri with his wife, Kathryn, his son William, and his daughter, Megan. John’s free-time includes fishing, boating and Taekwondo.
Contact Terry: firstname.lastname@example.org
As a 32-year veteran of the financial services industry, Terry is excited to join the RSG team. He started his career in his hometown of Minot, North Dakota, in 1987. In 1991, Terry moved to Denver, Colorado, and worked as a Registered Representative for two nationally recognized organizations. In 2003, he formed his own independent financial planning firm, Summers Retirement Strategies, to put together a completely independent process that would guide his clients through the steps leading up to retirement and then through those golden years. Terry looks forward to meeting the RSG client family and assisting them toward achieving their financial and retirement goals.
In 2013, Terry married a Kansas City woman, Lynne, and they currently reside in Olathe, Kansas. Terry is a golf and baseball enthusiast. He and Lynne enjoy spending time together and spoiling their dog and cat, Hosmi and Jaxson. They are also avid about traveling and spending time working out and hiking in their free time together.
Director of Operations
Contact Robert: email@example.com
Robert, who has lived all over North America during his business leadership career, joined RSG in March of 2015. He brings an extensive background in business with many years of executive leadership experience. Robert's main priorities are assisting Alan in the growth of his firms, coaching the team, business planning, human resources and building a company culture to endure the long-term. He has a Bachelor's Degree in Business Management. Robert enjoys almost all sports, the outdoors and has a passion for horses.
Director of Accounting
Contact Sarah: firstname.lastname@example.org
Sarah is responsible for managing all internal accounting as well as client service work and client investment account processing. Sarah, who joined the RSG team in 2010, graduated with her MBA from Pittsburg State University and has her Certified Tax Specialist (CTS) certification from the Institute of Business & Finance. She is currently working on obtaining her CPA license. She resides in Lenexa, Kansas, with her daughter, who is currently at DePaul University, and enjoys traveling all over the world.
Strategic Planning/Case Design
Contact Kevin: email@example.com
Kevin has been in the insurance industry for over 19 years, primarily focusing on the needs of retirees and their long-term planning strategies. “It is our goal at RSG to make every person who walks through our doors receive an experience that is second to none and to provide them with viable retirement planning options,” Kevin says. Kevin grew up in Michigan and attended college at Northern Michigan University. He currently lives in Olathe with his wife, Kristine, and has six children ranging from 13 to 32.
Health Insurance Professional
Contact Frank: firstname.lastname@example.org
Frank became part of Retirement Solutions Group in 2013. As a licensed Health & Life Insurance Professional, he works with a variety of insurance companies and can share many options that may be beneficial to his clients. Frank has lived in the Johnson County area since 1998 and currently resides in Olathe, KS with Linda and has two grown children living in the area as well. Outside of work, you may find Frank enjoying his time off by listening to live music throughout the metro area. Frank’s belief is, “I am not just adding clients to my business, I am adding Friends."
Contact Eric: email@example.com
Even though he was born in California and raised in Texas, Eric considers Kansas, home. A career in television news brought him to Kansas City in 2002. As the breaking news reporter there is very little he hasn't seen and reported on first hand. In 2018, after 25 years in TV and public relations, Eric joined the RSG team in 2018 and is excited to get to know our client family to help get them "to and through” the journey we call retirement! Eric is married to Jeanene and has four kids, Jordyn, Katie, Ainsley and Brody.
Contact Diane: firstname.lastname@example.org
Diane brought her bubbly personality and enthusiasm to Retirement Solutions Group in February 2019. As the Administrative Coordinator, Diane’s primary role is greeting clients, giving tours and maintaining a very busy calendar. Diane monitors the heartbeat of RSG and always welcomes people into the office with a huge smile. If you ever need anything before, during or after your visit, she is the person to ask!
Diane comes to us from the Land of 10,000 Lakes. The Minnesota native met a native Kansan who stole her heart. Diane and Connor moved to Overland Park in spring 2011 to be closer to his family. Their daughter, Kylie, was born a few months later. The three were inseparable. However, Diane has been raising Kylie on her own since Connor had an unfortunate accident in 2017 and passed away. Family and faith have played a key role since. Diane previously spent time as a Certified Nursing Assistant and an elementary school paraprofessional. Aside from being a great mom to Kylie, she enjoys church on Sunday mornings, being on the lake, reading and hanging out with friends. Diane is also a HUGE sports fan!
Chief Financial Officer
Contact Jeffrey: email@example.com
Jeff, a long-time Kansas City resident, joined RSG in July 2019 as the CFO. Jeff brings years of experience in accounting, tax, business planning and management. He is a graduate of the University of Missouri-Columbia and upon graduation worked for Deloitte, a top international accounting firm. After Deloitte he worked for several local accounting firms including his own practice in Westport. He has been a Corporate Controller and CFO for several Kansas City businesses. Three years prior to joining RSG, he also ran his own logistics company in Kansas City.
Jeff has been married for 33 years to Valerie and resides in Overland Park. They have a son, Michael and daughter-in-law Leah, who reside in New York City and work in social media and a daughter, Rebecca, who is a Special Education teacher in Chicago. Jeff enjoys sports, yoga, travelling and hanging out with friends.
Investment Adviser Representative
Contact Ian: firstname.lastname@example.org
Ian joins RSG with a diverse background in insurance, real estate, technology and telecommunications. He has passed the Series 65 exams and holds Life and Health insurance licenses in multiple states including Kansas and Missouri.
Ian has a Bachelor’s Degree in Business Administration with an emphasis on Healthcare Management and is currently pursuing an MBA. Ian’s passion for creating and implementing strategic plans to meet the goals of his clients has always been, and continues to be, anchored by the fiduciary standard of acting solely in the best interest of the client.
Ian is a coffee, wine and history enthusiast, and resides in Overland Park with his wife and three children.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at email@example.com or call us at (913) 685-9422 today!
Heard on: Saturdays 8a-9a on KKLO 1410AM, Saturdays 8a-9a on KMBZ 980AM, Sundays 7a-8a on KMBZ 98.1FM, and Sundays 11a-12n on KCMO 710AM/103.7FM!
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