Sample Page

Todd’s responsibilities as the Managing Partner include working with the management team to set organizational goals, reviewing business financial activities, overseeing daily business operations, implementing, and reviewing policies and procedures, and collaborating with employees for a better client experience. Todd strives to help our clients achieve peace of mind by alleviating their financial stress.

Todd holds a Bachelor of Arts in Public Administration from Michigan State University and brings over 40 years of experience in the wealth management industry to Greystone. Todd obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1989.

Todd embraces living life to the fullest, being inspired by his parents, who instilled in him the importance of dreaming and setting goals and knowing the difference between the two. An avid traveler, Todd has recently put that theory to practice by running with the bulls in Spain and ocean cliff-jumping in Jamaica. He likes to set an example to his family and clients of doing what you do well, learning from your mistakes, and reaping the rewards by creating a life you enjoy.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

As the firm’s partner, Kristie’s responsibilities include driving the firm’s strategic initiatives, assessing organizational and employee performance, and identifying and implementing firm wide growth and improvement opportunities. As the director of the firm’s Employer Retirement Plans division, Kristie leads a group of advisors and analysts, instilling in her team an unmatched passion, dedication and genuine care for our clients. She is a recognized retirement plan expert frequently invited to speak at conferences and corporate events.

Kristie Guadiano | Notable Women in Finance

Kristie holds a Bachelor of Science in Political Theory from Michigan State University, James Madison College. In addition to raising three sons and attending their sports events, her spare time includes her volunteer work. She runs her county’s chapter of Weekend Survival Kits, a charity that provides food on the weekends to nearly 600 kids who may otherwise go hungry, ultimately helping remove barriers to academic success. She was also elected to be on the Investment Committee for Michigan Woman Forward. The best advice Kristie has ever received was from her father, who instilled in her that with the right work ethic, she could be and achieve anything she wants.

Eric has worked in the financial services industry for more than 30 years, helping individuals build, manage, and understand their portfolios. In his role as a Director, Eric works with each client to implement the unique plan created for them through the GFG Discovery Process. After overseeing the creation of a client’s plan, he works with them, as well as other internal and external professionals, to put the plan into action. Then, by scheduling regular meetings with the client, Eric reviews accounts, investment strategies, market conditions, and changes to the client’s life. Treating each client like they are his only client is Eric’s goal, along with helping them achieve their own. He was attracted to GFG’s business model and close-knit culture that applies an individualistic approach to working with clients.

​Eric holds a Bachelor of Science degree in Business Administration, Finance, and a Master of Arts, Economics from Walsh College. Outside of GFG, he serves on the advisory board of The Troy Community Foundation, the finance Committee for his church, and as a volunteer for his son’s Boy Scout Troop. An avid sailboat racer and Crossfitter, he defines success as a mindset and takes great pride in raising three children who all know how to think for themselves.

Brian started his career in the Financial Services industry in 2002. Brian puts his expertise in wealth management to good use by assisting GFG clients with their everyday financial planning needs. His predominant areas of focus are retirement planning, insurance planning, and estate planning, as well as portfolio management. He understands that every client has a unique set of goals, which he devotes himself to helping them achieve.

Brian’s proudest personal accomplishments are two-fold: being the first in his family to graduate from college and doing everything he can to give his daughter the best life possible. He holds a Bachelor of Business Administration in Business Management and Economics from Northwood University, Midland, Michigan. And though he didn’t meet his childhood ambition of becoming a professional football player, his talent for juggling helps to reduce stress, honing his concentration skills while he adeptly handles multiple projects and client expectations.

As a Director, Brian connects with clients to communicate Greystone’s investment strategies and coordinate Greystone’s wealth management services - including portfolio management, comprehensive financial planning, and corporate retirement plans.

With over 25 years of experience in the financial services industry, his goal is to serve Greystone clients in such a way they feel like they are family. Much of what he enjoys about Greystone is working alongside a diverse group of dedicated, passionate, and caring professionals.

A lifelong Texan, outdoorsman and sportsman, he enjoys ranching, fishing, hunting, land, and home improvement projects, as well as traveling to explore new places and people. Brian graduated from Sam Houston State University.

Eric has over 12 years of experience in the financial industry. As a Director, Eric connects with his clients by creating a comprehensive and encompassing financial plan. He incorporates Greystone’s portfolios and investment strategies to help clients meet and exceed their financial and life goals. He believes in open, consistent communication and meeting with clients on a regular basis to discuss their financial plans and futures.

In 2022, Eric received the honor of being named one of the Leaders of Influence: Private Equity, Investors & Advisors by the Los Angeles Business Journal.

Outside of work, Eric is a worldly traveler, having visited four of the seven continents. His bucket list items include an adventure safari in Africa and a visit to South America (skipping the frigid Antarctica). He is an example of creating and maintaining personal relationships wherever he goes. Many close friends are in other countries. Other passions of Eric’s are philanthropy and the love of Spartan sports. He graduated from Michigan State and never misses a football or basketball game if he can help it. Mixing sports and philanthropy, Eric volunteers for the Special Olympics. If you ask anyone that knows Eric, they will tell you that he always wants to take care of others above himself.

Allison believes that through proper financial planning almost anything is possible. Her passion for financial planning comes from her desire to support people in their efforts to lead the kind of lives they dream of. With over 15 years of experience, she uses numbers to make a difference in people’s lives, focusing on helping her clients find actionable steps and clarity within complex planning issues.

Allison began her career in the financial services industry as a Senior Shareholder Account Representative at American Funds servicing Financial Advisers and their clients. She then spent time working for a boutique money manager where she was responsible for assisting clients in developing and monitoring investment portfolios and conducting technical market analysis. During this time, she completed the Financial Planning program at Old Dominion University and in 2012 she obtained her CERTIFIED FINANCIAL PLANNER™ certification. She spent the next three and half years as the Director of Financial Planning for MassMutual where she diligently worked to build a financial planning department that served over 75 financial advisers and their clients.

For the past eight years, Allison held the position of Director of Financial Planning for a firm in Virginia; overseeing the firm’s financial planning process and working directly with the firm’s clients. During this time, she co-hosted a popular radio show, providing free financial advice to the local community.

Allison is an active member of the Financial Planning Association of Hampton Roads, having served on its Board of Directors for 7 years and as 2018 President. She attends monthly educational meetings, industry conferences and seminars to continue her education.

Allison grew up in Michigan and went on to attend the University of Arizona, earning a Bachelor of Arts degree in French and minor degrees in Business and Psychology. She and her husband live in Virginia Beach and enjoy staying active and traveling as much as possible. Allison also has a passion for dance. She has danced since the age of four and is a national award-winning choreographer. She continues to share her childhood passion by serving as a teacher, role model and mentor for young dancers in Virginia Beach.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark and the CERTIFIED FINANCIAL PLANNER™ certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Bobby has over 11 years of experience working in finance. He currently serves on the investment committee as our Senior Portfolio Strategist and plays a key role in the decisions that are made in the investment strategies we offer. Prior to this, he spent four years working as an advisor and analyst in Greystone’s Qualified Plan division. Before his time with Greystone, he spent four years working as a Financial Analyst for Hewlett-Packard.

Bobby holds a Bachelor of Science in Finance from Coastal Carolina University with a specialization in Wealth Management. He has achieved one of the highest distinctions in the investment management profession, earning the Chartered Financial Analyst® designation. Outside of work, he enjoys playing golf, traveling, supporting his favorite sports teams, and spending quality time with his wife and three children.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Jordan applies his expertise and passion for our client’s financial success. Serving as a liaison between third-party administrators and recordkeepers, he implements and maintains personalized retirement saving plans to fulfill their needs and goals. He assists the sponsors and participants with questions regarding the rules and features of their plan, as well as helping participants with various requests, such as rollovers, distributions, and website navigation.

Jordan was attracted to Greystone as an ethical and innovative firm that leads by example, always looking for ways to improve, and committed to each clients' personal goals and future success. He takes pride in consistently addressing every client request or issue with efficiency, diligence, and timeliness. Jordan holds a Bachelor of Business Administration, Finance, from Haworth College of Business, Western Michigan University.

Josh has worked in the financial services industry for the past 8 years helping individuals and businesses reach their retirement goals. He uses this experience and knowledge now as an Employer Retirement Advisor here at Greystone Financial Group. Josh implements and maintains personalized retirement saving plans to fulfill participants needs and goals. He assists the sponsors and participants with questions regarding the rules and features of their plan, as well as helping them with various requests.
Josh holds a Bachelor of Science in Business Administration with a major in Finance and Minor in Economics from Central Michigan University. Josh is very involved in his local community participating in 5K races and golf fundraisers. Josh is a member of the Shrine of the Little Flower Catholic Church in Royal Oak, Michigan. He is an avid Detroit sports fan, while also participating in local golf and basketball leagues. Josh lives in Berkley, Michigan with his wife Kirsten and their dog Brady.

Lori joined the firm in July 2023 and has over 17 years of experience in the financial investment and insurance industry. She has worked for many Independent Marketing Organizations and General Agents in Southeast Michigan focusing on new account openings, client service and field underwriting. She is a graduate of Ferris State University, is a licensed Property & Casualty Producer and certified Notary for the State of Michigan.

At Greystone, Lori oversees the day-to-day business operations. She serves as liaison with the firm’s office services including contract management, information systems, public relations, and human resources. She also maintains the accounting, expenses, and assists with client event preparation.

In her free time, Lori enjoys spending most of her time on the water at her family lake house as well as participating in BBQ competitions. She has won 1st place four out of the last five years at her local Rib-Off and takes this hobby quite seriously. She also volunteers for The Rainbow Connection, a charity that grants wishes for children with life threatening illnesses in Michigan.

With a background in accounting and analytics, Frankie plays a key role on our investment committee team, contributing to research and decision-making for the investment strategies we offer. Leveraging comprehensive market analysis and a data-driven approach, Frankie helps ensure that our strategies are well-positioned to deliver long-term value. With a collaborative mindset and a dedication to client satisfaction, Frankie assists in tailoring our investment offerings to meet client’s financial objectives.

Frankie's proudest accomplishment is being the first in his immediate family to attain a college degree. He graduated from Saginaw Valley State University with a BBA in accounting. This achievement reflects his belief in using adversity as an opportunity. Every loss leads to an opportunity, and every adversity leads to new possibilities. This mindset fuels his drive and determination to provide exceptional financial analysis.

Inspiration for Frankie comes from two sources: family and travel. Drawing strength and motivation from loved ones, he understands the importance of supporting and uplifting others. Additionally, exploring different cultures and experiencing diverse environments during travel broadens Frankie's perspective and enriches his analytical approach.

Frankie is currently studying to become a CFA® charterholder, a rigorous and comprehensive study program in the field of investment management and research analysis.

Norman is responsible for helping to achieve the investment goals & objectives of the former Retirement Funding Advisors, LLC (“RFA”) clients. Norman provides portfolio management, trading, due diligence research of investment strategies, asset allocation research, and client account reporting for Retirement Plans, Foundations, Endowments, and Private Wealth Clients.

Prior to joining Greystone in July 2023, Norman was Portfolio Manager and Director of Investment Research for RFA (Troy, MI) working with President and Owner Donald I. Gregg from 2007 to 2023. Prior to 2007, Norman worked with Freedom One Financial Group, The MFO Family Office, and Munder Capital Management. He holds a Bachelor of Science Degree from The University of Detroit Mercy.

Born and raised in metropolitan Detroit, Norman's personal interests include investing his weekends with friends and family, practicing yoga and fitness classes, strategic board gaming, and being an ever-loyal Detroit Lions football fan.

In her role as the Compliance Manager, Linda works closely with the Chief Compliance Officer in implementing and maintaining the firm’s compliance program, to ensure compliance with federal and state regulatory requirements, as well as client investment guidelines and internal policies.

Linda has over 25 years’ experience in the investment industry focusing on investment company and investment adviser matters, including portfolio compliance, regulatory reporting, code of ethics and the periodic review and assessment of internal policies. Prior to joining Greystone in 2021, Linda was a senior compliance officer at Victory Capital Management and Munder Capital Management.

Linda holds a Bachelor of Science – Business Administration from the University of Nebraska at Kearney.

Shannon joined Greystone in 2021 and brings over 20 years of executive office experience, specializing in client management and office support. Her skills were cultivated over the years working in the real estate industry and working at prestigious law firms in the greater Detroit area.

As part of the Greystone operations team Shannon has brought an array of specialized skills and dedication to excellence. Her love of learning has led to the mastery of multiple wealth management platforms, software systems, and firm wide procedures which has made her an integral member of the Greystone family. She has cultivated a proactive work ethic in which she is in constant communication with Directors, Custodians and Clients to ensure exceptional support and services when needed. Shannon is highly motivated and dedicated to building lasting relationships between clients and the firm.

Shannon was raised in a large nurturing family, whose values come through to guide her today. In 2005 Shannon earned a Bachelor of Science degree from Oakland University. In her free time, she enjoys outdoor activities with her husband and kids. Her travel almost always includes a beach, as well as family road trips to Zoos, Light House tours, and other historical and educational locations. If there was anything Shannon wishes she could cross off her bucket list, it would be to swim with sharks, just once.

Stephanie Leier joined Greystone in 2024, bringing over a decade of experience in the financial sector. She's passionate about making sure processes run smoothly so clients have a positive experience. Stephanie's expertise lies in streamlining client onboarding and facilitating seamless transitions.

Throughout her career, Stephanie has consistently improved operations; her proactive nature and sharp eye for detail have led to more efficient workflows. She's adept at anticipating client needs, managing account setups, and providing guidance on documentation requirements.

Stephanie thrives on building strong relationships and working collaboratively with her team. Outside of the office, she enjoys spending time with her three children and husband of fifteen years and tackling home improvement projects.

Michelle originally joined Greystone in 2015 and gained experience with the company as an operations team member. After leaving for a few years to stay at home with her son, she returned in 2023 and rejoined the operations team.

As part of the Greystone operations team Michelle utilizes her interpersonal and organizational skills to help assist clients, directors, and work with custodians to ensure the best possible outcome for our clients. Michelle is aways eager to continue to learn and stay educated.

Michelle graduated with honors from Oakland University with a Bachelor of Arts degree in communications. In her free time, Michelle enjoys spending time with her son and husband, going on nature walks, exploring local events, and attending concerts.

Cheryl brings 30+ years of experience in the financial services industry to Greystone. Her expertise, dedication, and fundamental belief that by consistently putting the client’s needs first, aids her in fostering an environment that encompasses a phenomenal experience for both current and future clients alike. Prior to joining Greystone, Cheryl spent 13 years as a Director of Client Services at a wealth management firm facilitating client service operations, working closely with the firm’s advisors, and maintaining constant communication with clients. She holds a Bachelor of Arts degree from Michigan State University.

At Greystone, Cheryl oversees the operations department and is instrumental to the development and implementation of departmental policies and practices. Her primary focus in the operations department is to create an exemplary client experience whatever the client’s needs may be. Her attention to detail and willingness to help others has made her an asset to Greystone.

When Cheryl is not at work, she can often be found spending time with her family and friends, traveling to Seton Hall University to attend her daughter’s swim meets, or vacationing at the family cottage in Caseville.

Thomas is a trader here at Greystone. He holds a mechanical engineering degree from Olivet Nazarene University. Thomas has a strong passion for the market, and a large appetite for learning and expanding his understanding of the financial world. Before joining the Greystone family, Thomas taught himself to navigate the intricacies and uncertainties of the financial market which allowed him to formulate his own strategies and eventually trade his own account fulltime successfully. Outside of work, Thomas enjoys playing competitive soccer with his friends, reading and spending quality time with his family.

Heidi joined Greystone in 2024, bringing with her 37 years of experience as an office manager and administrative assistant at her family’s funeral home. Throughout her career, she worked closely with families, providing professional yet empathetic support and building strong rapports with them. She was also involved in her community through Waterford Area Chamber of Commerce and Clarkston Area Chamber of Commerce.  In addition to her extensive office experience, she is a certified Notary for the State of Michigan.

At Greystone, Heidi uses her experience as an administrative assistant along with her emphasis on attention to detail and organization, to ensure clients’ needs are always met.  She warmly and professionally welcomes and assists clients by phone and in the office. She uses her strong clerical skills in performing numerous office duties and supports her coworkers with any tasks they need, as well as helping with client events.

Outside of her professional life, Heidi loves spending time with her husband and three adult children. She especially enjoys traveling with her husband, hiking to waterfalls across the country, wine tasting and just being together. She also cherishes any trips to California, where she spends quality time with her daughter, son-in-law, and her two beautiful grandchildren, to whom she loves being “GiGi.”