Meet the professionals who can help you pursue your goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Retirement Solutions Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. To find out more about the professional history of our advisors, click the link at the end of each individual bio.
Alan E. BeckerPresident & CEO of Retirement Solutions Group
Investment Adviser Representative
Alan Becker leads the team at Retirement Solutions Group to utilize tools and services to help clients pursue their financial independence. Alan continually encourages the team to help understand the goals in retirement, to help them realize those goals and leave a legacy behind. In 2015, Alan passed the Series 65 securities exam to become an Investment Adviser Representative and has been a licensed insurance agent since 1998, holding licenses in multiple states, including Kansas and Missouri.
Alan hosts two radio shows, and resides in Overland Park, Kansas, with his wife, Kristina, and their three sons, Dylan, Robert and Logan. He is a U.S. Navy Veteran and is very involved with veteran-related charity endeavors.
For more information on Alan's professional history, click here.
Sam BassInvestment Adviser Representative
With 24 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 2017 and 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. 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. Additionally, through training, Sam has learned many important facets of the various federal benefit programs and helps families make the most of those benefits-both while working and in retirement.
In 2017, Sam passed the Series 65 securities exam to become an Investment Adviser Representative and has been a licensed insurance agent since 2005, holding life, health, property & casualty insurance 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.
Scott SheldonInvestment Adviser Representative
Having started his professional career in public accounting, Scott shifted his interest into wealth management for the past few years. From this experience, Scott brings a thoughtful and personalized approach to helping clients. He has a passion to understand our client family’s unique goals and turn them into a reality.
Scott passed the Series 66 securities exam to become an Investment Adviser Representative and became a licensed insurance agent in 2019. He holds insurance licenses in various states including both Missouri and Kansas. Scott and his wife, Callie, have called the Northland home since 2018. When they are not busy at work, you will most likely find them on the golf course or the pickleball courts.
For more information on Scott's professional history, click here.
Kristy EllerInvestment Adviser Representative
Kristy began her career in the financial services industry in December of 2007. In her time in the industry, she has gained significant knowledge of the insurance and investment industries. Kristy received her Bachelor of Science in Business Administration from American Institute of Business and has passed multiple exams including her Series 65, 63, 7 and 6 and also maintains insurance licenses in multiple states.
When Kristy isn’t at the office assisting clients in the creation of their retirement plans, she enjoys deep sea fishing, boating on Smithville Lake with her friends and family from Iowa, cooking, gardening, and spending time with her two cats, Pistol and Annie.
Frank SchveningerHealth Insurance Professional
Frank became part of Retirement Solutions Group in 2013. As a licensed health and 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. He currently resides in Olathe, Kansas, 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."
Jonna LounceClient Service Specialist
Health Insurance Professional
Jonna graduated from Shawnee Mission North and entered into the Air Force immediately after high school where she served six years as a photographer. She has lived in other countries but ultimately came back home to start her college career.
Jonna has a Bachelor’s degree in Management from Ottawa University and a Master’s in Business Administration from Southwestern. She is an well-rounded professional with a diverse background in hospitality management, sales, marketing, and entrepreneurship. Jonna is excited to use her education and experience to enhance the experience for our RSG Client Family.
Jonna is a proud parent of two children who are serving in the military, demonstrating their dedication and commitment to our country, and two other children who have successfully graduated from college, marking important milestones in their educational journey.
Robert Carver Chief Operating Officer
Robert Carver Chief Operating Officer
Robert, who has lived all over North America during his business leadership career, joined RSG in March 2015. He has 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. Robert has a bachelor's degree in business management.
He enjoys almost all sports and spending time outdoors, and he has a passion for horses.
Jeffrey K. Gasser, CPA Chief Financial Officer
Jeffrey K. Gasser, CPA Chief Financial Officer
Jeff, a longtime Kansas City resident, joined RSG in July 2019 as the CFO. Jeff brings years of experience in accounting, tax, business planning and management to the internal functions of Retirement Solutions Group. Upon graduation from the University of Missouri-Columbia, he 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 before joining RSG, he also ran his own logistics company in Kansas City.
Jeff resides in Overland Park with his wife of over 33 years, Valerie. Their son, Michael, and daughter-in-law, Leah, live in New York City and work in social media. Their daughter, Rebecca, is a special education teacher in Chicago. Jeff enjoys sports, yoga, traveling and hanging out with friends.
*Retirement Solutions group does not offer tax or accounting advice.
Sarah Ingram Chief Accounting Officer
Sarah Ingram Chief Accounting Officer
Sarah is responsible for managing all of RSG's internal accounting. She assists with client service work. Before joining the RSG team in 2010, she graduated with her MBA from Pittsburg State University, and she has her Certified Tax Specialist (CTS) certification from the Institute of Business & Finance.
Sarah resides in Lenexa, Kansas, with her daughter and enjoys traveling all over the world.
*Retirement Solutions group does not offer tax or accounting advice.
Kristina Becker Client Service Specialist
Kristina Becker Client Service Specialist
Bio Coming Soon!
Madison Shelden Marketing Director
Madison SheldenMarketing Director
Born and raised in Fort Scott, Kansas, Madison recently relocated to Overland Park. She holds a bachelor’s degree in Business Administration with an emphasis in Marketing from Pittsburg State University. With administrative experience in the non-profit industry, she has waited patiently for a chance to work in the field of marketing – her true passion. Madison loves to work with people and hopes to widen the visibility of RSG by building strong relationships.
In her spare time, she enjoys spending quality time with her family, traveling, and finding vintage treasures at thrift shops and flea markets.
Rachel Watts Marketing Coordinator
Rachel Watts Marketing Coordinator
Rachel graduated from the University of Missouri- Kansas City in 2017 where she obtained a Bachelor’s Degree in Business Administration with an emphasis in Marketing. Shortly after graduation, Rachel moved to Hawaii to reside with her husband who was then serving in the United States Marine Corps. Rachel brings many talents to the team including sales, customer service, and marketing.
In her spare time, she enjoys traveling, cooking, and spending time outdoors with her two dogs Leo and Nova, and husband Hayden!
Diondra Calhoun Financial Paraprofessional
Diondra Calhoun Financial Paraprofessional
Born and raised in Kansas City, Kansas, Diondra has always had the desire to help individuals improve their financial well-being. She attended Kansas State University where she received her Bachelor’s Degree in Personal Financial Planning. Afterwards, she obtained her MBA from Park University, with an emphasis in Finance. Diondra has spent over 10 years in the retirement and financial technology industry and is excited to be at the forefront spending time with the RSG Client Family working to fulfill their retirement dreams.
In her spare time, she enjoys gardening, puzzles, and spending time with her husband and their two dogs, Peanut and Rosie.
Erin Mumford
Client Concierge
Erin Mumford Client Concierge
Erin was born and raised in Topeka, Kansas. She attended Drake University in Des Moines Iowa, where she studied Public Relations and Marketing until her graduation in 2021. In her spare time, Erin loves to spend time with friends, especially if it involves traveling. She also enjoys trying new restaurants and exploring what Kansas City has to offer.
Monse Soria
Client Concierge
Monse Soria Client Concierge
Monse grew up in Topeka, Kansas and attended Washburn University. She double majored in Marketing and Business Management. In her free time she enjoys reading, traveling, going out on the lake, hanging out with my friends and family and spending time with my family dog, Beau, a 7 lb Yorkie! Monse is excited to start this new journey at RSG and assisting our client family!
Alexis Burrell
Client Service Specialist
Alexis Burrell Client Service Specialist
Born and raised in Kansas City, Missouri, Alexis graduated from William Chrisman. She then entered the exciting world of Technology and Retirement where she spent 10 years assisting both clients and fellow team members. Alexis recently passed her Life and Health insurance exam and has more than 10 years of training and customer service experience. She is excited to utilize her set of skills to help clients at RSG!
Alexis enjoys spending time with her family and her dog named Oreo, reading, cooking and traveling in her spare time.
Insurance products are offered through the insurance business Retirement Solutions Group. Retirement Solutions Group is also an investment advisory practice that offers products and services through RSG Investments, LLC.
The insurance products offered by Retirement Solutions Group are not subject to investment advisor requirements.
Retirement Solutions Group and RSG Investments, LLC are affiliated but are separate entities.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a complimentary visit or register to attend complimentary event.