Retirement Income Solutions

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Retirement Income Solutions Employees

Employee
Years
Job
Industry
Karen Chapell Karen Chapell Greater Detroit Area Details
Karen Chapell's Retirement Income Solutions Experience July 2012 - Present
Job Managing Partner at Retirement Income Solutions
Industry Financial Services
Experience
Retirement Income Solutions   July 2012 - Present
Retirement Income Solutions, Inc.   January 2007 - July 2012
Beacon Investment Company   June 1993 - December 2006

Education
University of Michigan
BA, Psychology

Pamela Loduca-Massa, CFP® Pamela Loduca-Massa, CFP® Ann Arbor, Michigan Details
Pamela Loduca-Massa, CFP®'s Retirement Income Solutions Experience February 2014 - Present
Job Senior Vice President & Portfolio Manager
Industry Investment Management
Experience
Retirement Income Solutions   February 2014 - Present
TIAA-CREF  January 2013 - October 2013
TIAA-CREF  July 2007 - January 2013
MetLife  March 2006 - July 2007
Investment Scorecard  November 1999 - May 2001
First American National Bank  August 1997 - October 1999
First Data Corporation  September 1994 - August 1997
Mellon Bank  August 1993 - August 1994

Skills
Series 24, Series 7, Series 65, Life, Health and..., Investments, Portfolio Management, Wealth Management, Strategic Financial..., Mutual Funds, Financial Services, Strategy, Financial Advisory, Finance, Leadership, Capital Markets, High Net Worth..., Training, Sales, Marketing, Financial Planning, Retirement Planning, Asset Allocation, Investment Advisory, Wealth

Education
College for Financial Planning   1990 — 1993
Certified Financial Panner, Certified Financial Planner

Oakland University   1976 — 1981
Bachelor of Economics

Russ Holznagle Russ Holznagle Ann Arbor, Michigan Details
Russ Holznagle's Retirement Income Solutions Experience October 2014 - Present
Job Chief Operating/Financial Officer, Retirement Income Solutions
Industry Financial Services
Experience
Retirement Income Solutions   October 2014 - Present
Old National Bank (formerly United Bank & Trust)   December 2007 - October 2014
Comerica Bank  February 1999 - December 2007
Chase Bank (formerly NBD Bank)   April 1983 - February 1999

Education
Eastern Michigan University   1981 — 1982

John Goff, CFP® John Goff, CFP® Greater Detroit Area Details
John Goff, CFP®'s Retirement Income Solutions Experience August 2012 - Present
Job Managing Partner at Retirement Income Solutions
Industry Financial Services
Experience
Retirement Income Solutions   August 2012 - Present
Retirement Income Solutions   August 2010 - August 2012
TIAA-CREF  May 2003 - July 2010
Member Services, INC  September 1995 - April 2003

Skills
Wealth Management, Portfolio Management, Management, Retirement Planning, Mutual Funds, Series 7, Investments, Asset Allocation, Financial Planning, Financial Services

Education
A2Y Leadership   2013 — 2014

Kaplan University   2010 — 2012
Certified Financial Planning Designation, Financial Planning and Services, Passed CFP exam

Averett University   1991 — 1995
BA, Business Management

Conan Malmer Conan Malmer Greater Detroit Area Details
Conan Malmer's Retirement Income Solutions Experience August 1991 - June 2009
Job President, Malmer Asset Management
Industry Investment Management
Experience
Malmer Asset Management   June 2009 - Present
Retirement Income Solutions   August 1991 - June 2009

Skills
Asset Allocation, Trading, Stock Market Analysis, Stock Research, Investments, Investment Strategies, Alternative Investments, ETFs, Investment Management, Investment Advisory, Bonds, Equity Research, Investment Advisory..., Money Management, Hedge Funds, Wealth Management..., Equity Trading, Equities, Asset Managment, Bloomberg

Education
Eastern Michigan University
Economics

Margaret Kephart CRPC® Margaret Kephart CRPC® Ann Arbor, Michigan Details
Margaret Kephart CRPC®'s Retirement Income Solutions Experience July 2012 - Present
Job Senior Vice President & Portfolio Manager at Retirement Income Solutions, Inc.
Industry Financial Services
Experience
Retirement Income Solutions   July 2012 - Present
TIAA-CREF  2008 - 2012
TIAA-CREF  2006 - 2007
TIAA-CREF  1994 - 2006
TIAA-CREF  1989 - 1994

Education
College for Financial Planning
Chartered Retirement Planning Consultant (CRPC)

Cleary University
Bachelor of Business Administration (B.B.A.), Business Management, Cum Laude

Schoolcraft College
Associate Applied Science, Business

Series 65, 7, 24, 63, 6

Griff McDonald Griff McDonald Greater Detroit Area Details
Griff McDonald's Retirement Income Solutions Experience December 1992 - Present
Job
Industry Financial Services
Experience
Retirement Income Solutions   December 1992 - Present
IFSG Planning Associates, Ltd.   September 1982 - December 2009

Education
Harvard Business School
MBA

DePauw University
BA, Chemistry

Jody Winkler, CFP® Jody Winkler, CFP® Greater Detroit Area Details
Jody Winkler, CFP®'s Retirement Income Solutions Experience April 2012 - Present
Job Senior Investment Analyst at Retirement Income Solutions
Industry Financial Services
Experience
Retirement Income Solutions   April 2012 - Present
Retirement Income Solutions   July 2008 - April 2012
Steven J. Winkler, CFP®   June 2007 - June 2008

Education
Central Michigan University   2003 — 2007
Bachelors of Science in Business Administration, Personal Financial Planning

Todd Kephart Todd Kephart Ann Arbor, Michigan Details
Todd Kephart's Retirement Income Solutions Experience August 2012 - Present
Job Managing Partner at Retirement Income Solutions
Industry Financial Services
Experience
Arbor Hospice  January 2013 - Present
Retirement Income Solutions   August 2012 - Present
Ann Arbor Rotary Club   July 2012 - Present
Cleary University  December 2010 - December 2013
Retirement Income Solutions   August 2009 - July 2012
Arbor Hospice  November 2009 - October 2010
MidWest Financial Credit Union  September 2006 - October 2010
TIAA-CREF  July 1995 - August 2009
SEI  1992 - 1993

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2003
MBA

Lehigh University   1988 — 1992
BS, Business

Valley Forge Elementary

Wilmington Friends

Alexander LaLonde Alexander LaLonde Greater Detroit Area Details
Alexander LaLonde's Retirement Income Solutions Experience May 2013 - November 2014
Job Real Estate Investment Analyst at Sycamore Homes
Industry Real Estate
Experience
Sycamore Homes LLC  November 2014 - Present
Greystone Home Builders   November 2014 - Present
Retirement Income Solutions   May 2013 - November 2014
University of South Florida  August 2010 - May 2011

Skills
Financial Analysis, Microsoft Excel, Investments, Financial Modeling, Finance, Risk Management, Research, Valuation, Real Estate, Economics, Statistics, Team Leadership, Public Speaking, Management, Financial Reporting, Data Analysis, Matlab, R, Microsoft Office, PowerPoint, VBA, Asset Management, Outlook, Portfolio Management, Analysis, Equities, Microsoft Word, Corporate Finance, Real Estate Financing, Real Estate Economics, Real Estate Development, Strategy, SAS, Leadership, Mutual Funds, Access, Due Diligence, Securities, Bloomberg, Mergers & Acquisitions, Trading, Investment Properties, Fixed Income, Investment Strategies, Derivatives, Financial Risk, Real Estate Transactions

Education
University of Michigan   2012 — 2014
Master of Science (M.S.), Financial Engineering

University of Michigan   2013 — 2014
Graduate Certificate, Real Estate Development

University of South Florida - College of Business Administration   2009 — 2011
Bachelor of Science (B.S.), Finance