Staff

HEATHER MISIALEK, SENIOR VICE PRESIDENT

Heather MisialekHeather Misialek serves as Senior Vice President.  She has been with Retirement Investment Advisors since 2006, acting not only as the president/chief financial officer’s executive assistant but also head of staff. She was nominated in 2012 as one of the Journal Record Oklahoma’s Top Executive Assistants.  Heather has worked in the financial planning industry since 1997. She holds a Bachelor's of Business Administration in Finance from the University of Central Oklahoma. She resides in Edmond with her husband and daughter and attends Acts 2 United Methodist Church.
heather@theretirementpath.com

JENNIFER WALLIS, MARKETING VICE PRESIDENT

Jennifer Wallis - Director of MarketingJennifer Wallis serves as the Marketing Vice President for Retirement Investment Advisors. She holds the Series 65 license for investment advisors. She began her career in the financial services industry in 1997. Jennifer is a graduate of Oklahoma City University. She serves on the Executive Board and Board of the Oklahoma Council on Economic Education, is an active member of the Oklahoma Jumpstart Coalition for personal financial literacy, and volunteers with Tenaciously Teal to support cancer fighters. She lives in Edmond with her husband, Justin, and their sons, Kyle and Griffin. They are members of Acts 2 United Methodist Church.
jennifer@theretirementpath.com

KELLI BASS, SENIOR VICE PRESIDENT

Kelli Bass - Senior Vice PresidentKelli Bass serves as Senior Vice President for Retirement Investment Advisors, Inc. She is a native of Seneca, Pennsylvania. Oklahoma has been her home since 2004, when she began working with Retirement Investment Advisors, Inc. She has more than 15 years of experience working with clients in the financial and pension administration areas. Kelli is a graduate of Mercyhurst University in Erie, Pennsylvania with a Bachelor's degree in Finance. She resides in Edmond with her husband and daughters and is a member of St. John the Baptist Catholic Church.
kelli@theretirementpath.com

ERIKA LOPEZ, SENIOR CLIENT SERVICES MANAGER

Erika LopezErika Lopez serves as the Senior Client Services Manager for Retirement Investment Advisors, Inc. Erika received her Associates degree in Business Management from Oklahoma State University and graduated with her Bachelor's of Business Administration in Management at the University of Central Oklahoma. Erika resides in Northwest Oklahoma City with her sons Ryan and Ethan and is a member of Christ the King Church.

erika@theretirementpath.com

JOE GLOVER, CLIENT SERVICES MANAGER

Joe Glover - Client Services ManagerJoe Glover serves as Client Services Manager for Retirement Investment Advisors, Inc. Joe began his career in the financial service industry in 2003.  He graduated from the University of Central Oklahoma in 2001 after earning his Bachelor's of Business Administration in Finance. Joe lives in Oklahoma City with his son Harrison and is a parishioner of Christ the King Church.

joeg@theretirementpath.com

CAROLYN NICOLAI, DIRECTOR OF FIRST IMPRESSIONS

Carolyn Nicolai - Director of First ImpressionsCarolyn Nicolai serves as the Director of First Impressions. Carolyn received her master's degree in Family and Consumer Science from Southwestern Oklahoma State University. She resides in Bethany and attends Council Road Baptist Church. She loves spending time with her family and when she is able travels to Malawi, Africa to work with Grace Feeding Center for orphans.

carolyn@theretirementpath.com

SUSAN RAGAN, DOCUMENT MANAGER

Susan Ragan - Document ManagerSusan Ragan serves as the Document Manager for Retirement Investment Advisors, Inc. Her main duties are electronic filing and overseeing document management. She has been in the financial industry since 2001. 

 

susan@theretirementpath.com

KRISTIN FRIDAY, OPERATIONS ASSISTANT

Kristin FridayKristin Friday serves as the Operations Assistant for Retirement Investment Advisors, Inc. Kristin received her Bachelor of Liberal Arts and Science degree from Wichita State University. She has 15 years of sales and customer service experience. Kristin lives in Edmond with her husband Shannon and they attend Life Church. 

kristin@theretirementpath.com 

CHRISTINE FULLER

Christine FullerChristine Fuller earned her Bachelor's degree in radio/television production from the University of Oklahoma and joined the firm after seven years of working in broadcast television in the Oklahoma City market. Christine is a long-time resident of Oklahoma. She currently resides in the Edmond area with her husband Sean and their three children. 

christine@theretirementpath.com