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 experienced 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 E. BECKER President & CEO of Retirement Solutions Group
Investment Adviser Representative
At the helm of Retirement Solutions Group, Alan Becker passionately leads a team dedicated to utilizing purpose-driven planning tools and services, empowering clients on their journey towards financial independence. Alan instills a steadfast commitment within the team, urging them to delve into the intricacies of clients' retirement goals, guiding them to actualize these aspirations, and leave a lasting legacy.
In 2015, Alan demonstrated his commitment to holistic financial guidance by successfully passing the Series 65 securities exam, earning him the designation of an Investment Adviser Representative. His journey in the financial industry commenced in 1998, where he became a licensed insurance agent, holding licenses across multiple states, notably Kansas and Missouri.
Beyond his financial acumen, Alan extends his reach to the airwaves as the host of three radio shows and four TV shows, sharing his insights and experience with a wider audience. Residing in Overland Park, Kansas, with his wife Kristina and their three sons, Dylan, Robert, and Logan, Alan's personal life is deeply intertwined with his professional endeavors. A U.S. Navy Veteran, Alan is intricately involved in charitable initiatives geared towards supporting fellow veterans, aligning his personal values with a broader mission of making a positive impact.
In summary, Alan Becker epitomizes purpose-driven planning, seamlessly integrating financial knowledge with a commitment to understanding and realizing the unique goals of his clients while leaving a meaningful legacy in the process.
For more information on Alan's professional history, click here.
Media appearances on TV and radio are paid placements.
SAM BASSInvestment Adviser Representative
SAM BASS Investment Adviser Representative
With over 25 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 Investment Advisor Representative. 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. During time off Sam enjoys travel, live music and staying at home working on various classic car projects.
For more information on Sam's professional history,
SCOTT SHELDONInvestment Adviser Representative
Accredited Asset Management Specialist SM
SCOTT SHELDON Investment Adviser Representative
Accredited Asset Management Specialist SM
Having started his professional career in public accounting, Scott shifted his interest into wealth management over the past several 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. In March of 2024, Scott also earned his Accredited Asset Management SpecialistSM designation. He holds insurance licenses in various states including both Missouri and Kansas.
Scott and his wife, Callie, have called the Northland home since 2018. They recently welcomed their first child, Cade, into the world. 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,
KRISTY ELLERInvestment Adviser Representative
KRISTY ELLER Investment 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.
For more information on Kristy's professional history,
Shane MartinInvestment Adviser Representative
Financial Paraplanner
SHANE MARTIN Investment Adviser Representative
Financial Paraplanner
Beginning his career in 2015 in the fast-paced world of mortgage lending, Shane honed his skills to successfully his clients navigate through the complexities of home financing, earning a reputation for reliability and client satisfaction. In 2024, Shane made a strategic pivot in his career to embrace the exciting realm of wealth management. Recognizing the profound impact financial planning has on individuals' lives, Shane brings an advanced level of knowledge in financial services to a broader spectrum, assisting clients to build and preserve their wealth for the future.
Shane has passed the Series 65 securities exam to become an Investment Adviser Representative and also holds insurance licensing in multiple states including Missouri and Kansas.
Beyond his professional pursuits, Shane enjoys Chiefs football, getting together with friends and family, being involved in my local church, and playing pickleball. He is excited to bring his unique blend of mortgage lending expertise and wealth management acumen to assist clients in achieving their financial dreams and aspirations.
Health & Medicare Professionals
FRANK SCHVENINGER Health Insurance Professional
Retirement Solutions Group
Serving the KC Metro and Beyond
913-685-9422
FRANK SCHVENINGER Health 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 Kansas City Metro area since 1998. He currently resides in Raymore, Missouri, with his wife 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."
Tatiana McIntyre Health Insurance Professional
Retirement Solutions Group
Serving the KC Metro and Beyond
913-685-9422
Tatiana McIntyre Health Insurance Professional
Tatiana is committed to educating and assisting individuals in understanding their insurance options and planning for their futures. She aims to eliminate the stress of searching for healthcare options, providing tailored solutions with honesty, integrity, and clear communication. Her dedication to serving others has helped hundreds find better solutions based on their needs. Licensed in 17 states, Tatiana is passionate about the Medicare and Medicaid markets, finding great reward in helping seniors navigate Medicare complexities.
Living in Kansas City with her husband and two children, Tatiana values experiences over material possessions. Her daily life includes church, dance classes, community volunteering, and spending time with her family. "
Wade Hobbs Health Insurance Professional
DBA Hobbs Insurance Group
Serving Southwest Missouri and Southeast Kansas
417-425-3937
Wade Hobbs Health Insurance Professional
After graduating from Pittsburg State University, Wade met Alan and helped start the health and Medicare division of RSG in 2008. After working in the Kansas City metro area for a few years, he decided to move back home around Springfield, Mo. and started his own office. As of 2024, Wade has been in the insurance industry for 16 years.
Wade is licensed in multiple states and is appointed with multiple major insurance carriers. With such an arsenal of resources available, he always strives to find the right plan for his clients. When he is not in the office Wade enjoys coaching softball, going to his youngest daughters' gymnastic meets and a wide range of hunting activities. His motto has always been "if I wouldn't do it for my folks, I wouldn't do it for anyone else."
Support Team
Robert Carver Chief Operating Officer
Robert Carver Chief Operating Officer
Bringing a wealth of executive leadership experience gained from a career that spanned across various locations in North America, Robert became an integral part of RSG in March 2015. With a robust background in business, his primary focus lies in supporting Alan in the expansion of the firm. Robert's multifaceted role encompasses coaching the team, business planning, overseeing human resources, and fostering a resilient company culture for long-term sustainability. Armed with a bachelor's degree in business management, Robert combines strategic vision with practical expertise.
Beyond his professional endeavors, Robert finds enjoyment in a wide array of sports and outdoor activities. A particular passion for horses further enriches his personal pursuits. Robert's commitment to professional excellence and his diverse skill set contribute significantly to the growth and success of the organization.
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 Chief Financial Officer. 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 37 years, Valerie. Their son, Michael, daughter-in-law, Leah, & grandson Jonah live in New York City working in social media. Their daughter, Rebecca, is a special education teacher in Chicago, who recently got engaged and is getting married in the fall of 2024. Jeff enjoys sports, yoga, traveling and hanging out with friends.
*Retirement Solutions group does not offer tax or accounting services or advice.
Sarah Ingram Chief Accounting Officer
Sarah Ingram Chief Accounting Officer
Sarah, an integral part of RSG since 2010, is entrusted with overseeing all internal accounting functions at the firm while actively contributing to client service work. Her educational background includes earning an MBA from Pittsburg State University, and she holds the esteemed Certified Tax Specialist (CTS) certification from the Institute of Business & Finance.
Currently residing in Parkville, MO, Sarah's professional prowess is complemented by her role as an avid Chiefs fan. In her personal life, she finds joy spending time with her daughter and two grandchildren. Beyond her professional commitments, Sarah's passion for exploration takes her to various destinations worldwide, reflecting her diverse and dynamic approach to both her work and personal pursuits.
*Retirement Solutions group does not offer tax or accounting services or advice.
Kristina Becker Client Service Specialist
Kristina Becker Client Service Specialist
Bio Coming Soon!
Madison Shelden Marketing Director
Madison SheldenMarketing Director
Madison is a dedicated professional with a Bachelor's degree in Business Administration, with an emphasis in Marketing, from Pittsburg State University. Her enthusiasm for cultivating meaningful connections is evident in her commitment to building strong relationships to enhance the visibility of RSG. Driven by a passion for giving back, Madison actively contributes to the RSG Cares program, embodying her dedication to making a positive impact.
Beyond her professional pursuits, she finds joy in spending quality time with her family, exploring new destinations through travel, cheering for the Chiefs at games, and discovering vintage treasures at thrift shops and flea markets. Madison's multifaceted approach to life reflects her commitment to both professional excellence and personal fulfillment.
Diondra Calhoun Licensed Insurance Agent
Financial Paraplanner
Diondra Calhoun Licensed Insurance Agent
Financial Paraplanner
Diondra, a Kansas City, Kansas native, is driven by a longstanding passion to enhance individuals' financial well-being. She pursued her academic journey at Kansas State University, earning a Bachelor's Degree in Personal Financial Planning. Subsequently, Diondra furthered her education by obtaining an MBA from Park University, with a specialized focus on Finance. With over a decade of experience in the retirement and financial technology industry, Diondra brings a wealth of knowledge to her role at RSG, where she actively engages with the RSG Client Family to help fulfill their retirement aspirations.
Outside of her professional commitments, Diondra cultivates interests in gardening and puzzles. Her dedication to personal growth extends to quality time spent with her husband and their two dogs, Peanut and Rosie. Diondra's unique blend of academic achievements and industry expertise positions her as a valuable asset in the pursuit of financial goals for the RSG Client Family.
Erin Mumford
Marketing Coordinator
Erin Mumford Marketing Coordinator
Erin, a native of Topeka, Kansas, pursued her academic journey at Drake University in Des Moines, Iowa, where she dedicated her studies to Public Relations and Marketing, culminating in her graduation in 2021. Beyond her academic achievements, Erin demonstrates a commitment to personal and professional growth.
In her leisure, Erin values quality time spent with friends, particularly when it involves travel. Additionally, she indulges in the exploration of new culinary experiences by trying out various restaurants and immersing herself in the vibrant offerings of Kansas City. Erin's dynamic approach to both her studies and recreational pursuits reflects a well-rounded and forward-thinking professional.
Monse Soria
Client Concierge
Monse Soria Client Concierge
Monse, a Topeka, Kansas native, embarked on her academic journey at Washburn University, where she achieved a double major in Marketing and Business Management. Her dedication to academic excellence is matched by a diverse range of personal interests.
In her leisure, Monse engages in intellectual pursuits through reading and embraces a passion for travel. Additionally, she finds enjoyment in lake activities, socializing with friends and family, and cherishing moments with her family dog, Beau, a 7 lb Yorkie. With a strong foundation in marketing and business management, Monse is enthusiastic about embarking on a new professional journey at RSG, where she looks forward to contributing to the success of the client family with diligence and dedication.
Alexis Burrell Licensed Insurance Agent
Financial Paraplanner
Financial Paraplanner Qualified Professional SM
Alexis BurrellLicensed Insurance Agent
Financial Paraplanner
Financial Paraplanner Qualified Professional SM
Alexis, a native of Kansas City, Missouri, is a proud graduate of William Chrisman. With a passion for the dynamic intersection of technology and retirement, she has dedicated a decade to supporting both clients and team members in this exciting field. Holding licenses in Life & Health insurance in both Kansas and Missouri, Alexis has also earned her Financial Paraplanner Qualified Professional (FPQP)TM designation.
With over 10 years of training and customer service expertise, Alexis is thrilled to bring her skill set to assist clients at RSG. Beyond her professional pursuits, she finds joy in spending quality time with her family, accompanied by her beloved dog Oreo. Alexis also indulges in hobbies such as reading, cooking, and exploring new destinations, making the most of her spare time.
Nicole Galarza
Client Concierge
Nicole Galarza Client Concierge
Nicole, born and raised in Cochabamba, Bolivia, ventured to the United States in 2020 to pursue her Bachelor of Science degree in Business Administration with a concentration in Finance at Truman State University. Her journey culminated in her graduation with honors in 2024. Alongside her academic pursuits, Nicole is deeply committed to personal and professional growth, always seeking opportunities to learn and develop. During her leisure time, she finds solace in artistic endeavors such as painting and embroidery, as well as embarking on adventures to discover new places with friends. Her passion for both creativity and exploration complement her dedication to helping others achieve their financial goals. Nicole is excited to contribute to people's journeys in attaining their aspirations with RSG, leveraging her expertise and empathetic approach as a client concierge.
Barons of the Brand
At the heart of Retirement Solutions Group is a close-knit team that goes beyond the traditional office setup. From wrapping water bottles and clerical work to helping out at events, we love to get the whole family involved and provide opportunities for even our kids to participate in meaningful ways — and they love it, too!
Dylan
Logan
Robert
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.