ABOUT GREYSTONE FINANCIAL GROUP

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.

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.

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.

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.

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.

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.”