ABOUT GREYSTONE FINANCIAL GROUP

Greystone Form CRS

At Greystone, you have a dedicated, hand-picked team of professionals who are knowledgeable
in your personalized areas of focus. Using a systematic and analytical team approach, we
bring together a range of specialists, including CPAs and estate planners, to provide robust,
well-rounded, creative insights.

Get to know our Greystone team, and you’ll understand what makes greystone unique. Each and every
team member brings a special set of skills to the table, with the specific objective of helping you
reach your goals.

Meet the Greystone Family

  • As Managing Partner, Todd oversees all employees, performance, and growth, as well as business development of new ventures and partnerships, including analyzing and determining best practices. Leading by example and expertise, Todd helps to set the tone for the firm’s culture by building personal, professional and long-lasting relationships with clients, directors, and staff. He strives to provide confidence and peace of mind for his clients to help them achieve that perfect balance of living one’s life and not worrying about their finances.

    Todd holds a Bachelor of Arts in Public Administration from Michigan State University and brings 40 years of experience in the wealth management industry to GFG. He 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 CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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    Todd R. Moss, CFP®Managing Partner
  • Along with her Partner position, as the Director of the Employer Retirement Plans division, Kristie’s role includes overseeing a team of analysts and advisors. She has led the launch and development of the ERP Division of GFG, from Michigan to across the nation, building it from the ground up into a core capacity of the firm. Kristie strives to have long-lasting, meaningful relationships with her clients and enjoys working for and learning from GFG President, Todd Moss, her mentor for years prior to joining the firm.

    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. 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.

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    Kristie L. GuadianoPartner
  • 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.

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    Eric BabcockDirector
  • 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.

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    Brian StoneDirector
  • As a Director, Brian connects with clients to communicate Greystone Financial Groups investment strategies and coordinate Greystone’s wealth management services - including portfolio management, comprehensive financial planning and corporate retirement plans. With close to 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 travelling to explore new places and people. Brian graduated from Sam Houston State University.

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    M. Brian WachslerDirector
  • Eric comes to Greystone with over 10 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.

    Eric started his financial service career at JPMorgan, where he was the Business Manager Associate for the CFO of the West Region. After learning the business from the inside out, he migrated to a Senior Financial Advisor, developing financial plans and strategies for his clients. After arriving at TD Ameritrade, Eric developed and maintained over $600M in client assets while building lifelong relationships with clients.

    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.

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    Eric MossDirector
  • Bobby has over 9 years of experience working in finance. He currently serves on the investment committee as our Senior Portfolio Strategist. He plays a key role in the decisions that are made in the investment strategies we offer. Prior to this, he spent 4 years working as an advisor and analyst in Greystone’s Qualified Plan division. Before his time with Greystone, he spent 4 years working as a Financial Analyst for Hewlett-Packard. Bobby holds a Bachelor of Science in Finance from Coastal Carolina University and has earned the Chartered Financial Analyst® designation*. Outside of work, he enjoys playing golf, watching his favorite local sports teams, homebrewing, and traveling with his family.

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    Robert Yarmak, CFA®Senior Portfolio Strategist
  • In his Advisor role, Rob assists our 401(k) participants with ongoing educational and enrollment support, helping them with their investment options and retirement planning needs within their company’s plan. He provides 20 years of experience in the financial services industry, advising and assisting clients with investment planning, financial planning, retirement planning, risk management, college planning, and estate planning.

    Rob holds a Bachelor of Science degree in Business Management from Colorado State University’s Global Campus. He has also volunteered as Treasurer for a local non-profit organization, which helps those in need by providing meals for underprivileged children in Detroit. He finds fulfillment and success by touching as many lives as possible in a positive and meaningful way, leaving things and people better than how he found them, as well as instilling these values in his two children.

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    Robert ShampineEmployer Retirement Plan Advisor​
  • 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. When he’s not researching financial markets and securities, he’s likely headed to a Detroit Red Wings game or embarking on an outdoor adventure to practice his photography.

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    Jordan NeumannEmployer Retirement Plan Advisor
  • Frankie comes to Greystone with an accounting and analytic background. Within the operation team, he is part of servicing, assisting, and building lasting relationships between clients and the firm. He has ongoing communication with the Directors and custodians to provide new account paperwork and to fulfill service requests for existing clients while providing exceptional service. Frankie’s goal is to build rapport, listen attentively, and make clients feel comfortable being part of the GFG family.

    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 accomplishment comes from the advice to use adversity as an opportunity. Every loss leads to an opportunity, and every adversity leads to new possibilities. He gathers his inspiration from family and his travels. He is a Steelers fan, and his favorite trip was to Heinz Field to watch them play. He hopes to one day visit Greece, but until then he works hard to grow at Greystone, demonstrating his family values with clients and co-workers.

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    Francisco Ramos Jr.Client Service Administrator​
  • Laura brings over 30 years of professional legal experience, as well as over 12 years of legal accounting and office management. Laura has built her career helping law offices build their business, balance their books and run an efficient office. She started her career in 1988 as a Legal Secretary and worked her way up to Paralegal, Billing Administrator, Bookkeeper and Office Manager. Laura prides herself on her determination for success and also being a Team Leader and advocate for her co-workers.Laura is not afraid to get her hands dirty and dig into any challenge. She also brings a fierce determination for accuracy, efficiency, and business professionalism to her work.

    As Office Manager, Laura oversees day-to-day administrative functions of operations and serves as a liaison with the firm’s office services, human resources, contractor management, public relations, information systems, accounting, records management, and marketing departments.

    In Laura’s spare time she enjoys spending time with her family and grandkids, golfing and going to the beach. Her favorite inspiring quote is:

    “Live as if you were to die tomorrow. Learn as if you were to live forever.” – Mahatma Gandhi

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    Laura PavlishOffice Manager​
  • Linda joined the firm in June 2021. In her role, she 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 focused on investment company and investment adviser matters, including portfolio compliance, regulatory reporting, code of ethics and the
    periodic review and assessment of internal policies. Linda most recently served as 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.

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    Linda MeintsCompliance Officer
  • Shannon joined Greystone in 2021 and brings 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.

    Whether when calling Greystone or visiting us in person, Shannon’s pleasant and bubbly personality puts clients at ease and creates a welcoming environment we know you will enjoy. Her experience has taught her that that no two people are the same and she has a natural ability to greet each client as an individual in a warm and caring manor.

    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 including 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.

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    ShannonClient Management and Office Support
  • Cheryl brings with her to the GFG Team 30+ years of experience in the financial services industry and a Bachelor of Arts degree from Michigan State University. 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.

    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 the GFG Team.

    When Cheryl is not at work, she can often be found spending time with her daughter in Grand Rapids or traveling to Seton Hall University to cheer her other daughter on at swim meets. In her free time, she enjoys spending time with family, friends, and vacationing at the family cottage in Caseville.

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    Cheryl BastianOperations Manager
  • 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.

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    Thomas NuzziTrader
  • Lynn brings 25 years of Administrative Support and high Touch Customer Service from multiple facets of business including Automotive, Banking, and Pharmaceutical.

    Lynn is the first person of contact at Greystone, when visiting the office and by phone. She enjoys being the face and voice of the company; servicing our clients with enthusiasm and a smile.

    Outside of Greystone, Lynn enjoys making time to spend with the elders of her family, being a mentor to her great nieces and nephews, and a vast number of cousins and friends. In her spare time, Lynn operates a business in balloon artistry and is pursuing an undergrad in Business Administration at Central Michigan University, as well as dancing, traveling, bartending and cooking.

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    K. Lynn ThompsonReceptionist

Building Relationships That Last

DISCLOSURE
The list is comprised of 401(k) Plan Sponsor clients that have given Greystone consent to use their names. Greystone did not use performance based criteria in determining which clients to include in this partial list of clients. It is not known whether the listed clients approve or disapprove of the adviser or the advisory services Greystone provides.