Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We focus on creating an approach that is designed to address your individual situation.
RPI
David L. Blaydes, MS, CFP®, AIF®, RFC, is the founder and CEO of Retirement Planners International, Inc., (RPI), and has been successfully engaged in the financial planning industry since 1977.
Jim Wilkins, RFC, is a Wealth Advisor for RPI and has been successfully engaged in the financial planning industry for over 25 years. He earned his Bachelor’s Degree in Business from Western Michigan University and holds the...
Born and raised in Oklahoma City, Jared Lester graduated from Purdue University with a Bachelor’s Degree in Finance from the Krannert School of Management. After graduating, Jared moved back to Oklahoma to serve on the Treasury...
Since graduating with a degree in Financial Counseling & Planning from Purdue University in 2016, JD joined the RPI team as RPI’s newest Associate Wealth Advisor. JD has been surrounded by the financial services industry for his...
As the Director of Marketing & Operations, Bridgette adds value by implementing a Team approach based upon a high level of efficiency. She coordinates the compliance within the office to make sure all processes and procedures are...
Lauren became part of the RPI Team upon graduation from Purdue University in 2011. As RPI’s Relations Manager, Lauren’s primary focus is the client experience. Her main pursuit is to ensure clients’ needs are exceeded...
By putting the client at the center of what she does, Patti understands each client and demonstrates her genuine desire to exceed all of their expectations. She loves getting to know them personally so she can provide them with the...
As a Client Relations Manager, Sharon assists clients with excellent service and support. Graduating Magna Cum Laude from Virginia Commonwealth University's Medical College of Virginia, Sharon earned her Bachelor of Science Degree in...