Shannon Oziemski works with our clients on their day-to-day needs, including opening new accounts, managing the logistics of life transitions, and accessing their money. As a Financial Services Associate, she works closely with Brock and Evan’s clients and enjoys making clients’ lives as easy as possible.

Shannon loves to travel around Michigan with her husband, daughter, and two dogs, exploring different places to hike and swim. One of her favorite spots in Ann Arbor is Blimpy Burger, and she’s quite proud of having never been sent to the back of the line.

Lisa is responsible for making sure that RIS follows all rules and regulations of the investment management industry, including policies, procedures, and internal controls. She also oversees the day-to-day operations, and she enjoys the ever-changing aspect of her job and the multiple hats she wears in accomplishing it. With over 30 years of experience in the investment advisory industry, she’s appreciated seeing the industry evolve and the RIS team grow to serve more clients.

When she’s not working, Lisa enjoys spending time with her family and friends, loves to read, particularly detective stories—and in Ann Arbor, she enjoys sitting in the quiet peace of the Law Quad.

Diane Gallup works with our clients on their day-to-day needs, including opening new accounts, managing the logistics of life transitions, and accessing their money. As a Financial Services Associate, she works closely with Todd’s clients. She’s been at RIS for more than 10 years and has worked with RIS’s founders Griff and Larry for nearly three decades. She loves using technology to make clients’ lives easier and to stay in touch.

Outside of work, Diane enjoys spending time with her family, including her sister’s, cousin, mother, and great-nieces. Her favorite spot in Ann Arbor is Gallup Park because she likes to claim it’s named after her (and who’s to say it’s not!).

Lynn Bishop helps administer the RIS database management system. She prepares quarterly reports, tracks all client account activity, and processes fees. She loves getting to the end of the month with every transaction reconciled and all the accounts in order.

Lynn enjoys riding horses and takes annual trips with a group of friends to explore national parks on horseback. A trained opera singer, she’s fond of music and goes to live shows when she can, from classical choral concerts to Broadway shows. In Ann Arbor, one of her favorite spots is the Law Quad.

Monte works closely with Todd’s team to craft and implement clients’ financial plans, from drafting trades to analyzing client portfolios.  He appreciates working as a team to create great client experiences and helping to ensure client portfolios are set up with their specific situations and life goals. 

When he’s not working, Monte enjoys the great outdoors. He camps, fishes, hikes, canoes, and works on his farm, which includes taking care of a horse, two sheep, and ten acres of land. In Ann Arbor, he loves the lively atmosphere of the Diag and the concerts at Hill Auditorium.

Alex oversees the Trading and Investment group for RIS and is responsible for development, maintenance, and support for all trading operations and relationship management with our custodial partners.  Alex also works closely with our CIO to oversee investment guidance, analysis, data collection, and research, and leads the team in implementing investment decisions in client portfolios. 

Alex says he’s always been a water person, whether that means enjoying the ocean in Florida or taking advantage of Michigan’s lakes for kayaking, swimming, and boating adventures with family. His time in Florida gave him an appreciation for seafood, which is why Gratzi is his favorite spot in Ann Arbor—he’s convinced they have the best seafood in town.

Brandon creates tools to support our client portfolios, from building a custom Trade Sheet program for analyzing asset allocations to developing ways to automate client reports. He also manages our data. Brandon sees his role as making the work of the rest of the RIS team a little smoother, a little faster, and a little easier. 

Brandon collects vinyl records; his current count is well over 1,000, and they’re organized alphabetically by artist and chronologically within that, true to his Systems Analyst ways. He’s also a nature photographer and loves shooting landscapes. In Ann Arbor, you can find him hanging out at Pinball Pete’s and enjoying the South U atmosphere.

John W. Bailey is an Associate Wealth Advisor at Retirement Income Solutions where he and other advisors manage the firm’s $2B assets under management and help 1,200 families prepare for and financially manage through retirement. John believes in a holistic approach when it comes to helping clients achieve their financial short-term and long-term goals. John works closely with his mentor John B. Goff.

If you’re not learning, you’re not living”, a mantra John has incorporated from his days at Eastern Michigan University into his everyday life. When he is not working, John likes to experiment in the kitchen, try wines from around the world, and enjoy the performing arts. He has always had an appreciation for the diverse culture of Ann Arbor and is proud to work and serve the community.

Joe works to implement clients’ financial plans, from drafting trades to analyzing retirement plans. He works with Todd’s clients to manage their accounts and investments, and he enjoys answering client questions and providing peace of mind on financial decisions. 

Outside of work, Joe enjoys cooking—particularly with his young son as his sous chef—and exploring the Huron River and the Argo Cascades.

Ally Ylo Wadas handles the implementation of financial decisions for many RIS clients, from drafting trades to updating to investment plans. As an Senior Investment Analyst, she works closely with Brock and Evan’s clients to answer their investment questions, manage their portfolios and allocations, and ensuring their trades are executed.   

Ally is an avid baker—she’s universally appreciated in the RIS office for her emails announcing that she’s brought cookies to work—and her favorite spot in Ann Arbor is the intersection between Main and Liberty, particularly in the winter when all the lights are up and there’s a light dusting of snow.