Troy, MI East Big Beaver Office

Norman Leon is a financial advisor at Vertrix Wealth Management, LLC with 16 years of industry experience. He holds a Series 65 designation and has previously worked at Greystone Financial Group, LLC and Retirement Funding Advisors Inc. Norman joined Vertrix Wealth Management in 2026 as part of a six-advisor team based in Troy, MI. Vertrix Wealth Management serves individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, providing comprehensive portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that combines fundamental and technical analysis with dynamic asset-allocation adjustments.

Eric Babcock is a financial advisor at Vertrix Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Greystone Financial Group, LLC and Polaris Greystone Financial Group, LLC. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to plan sponsors, pension and profit-sharing plans, trusts, businesses, charitable organizations, and individuals. The firm employs a tactical investment approach combining fundamental and technical analysis and offers specialized retirement plan fiduciary services including 3(38) investment management and investment policy development.

Jordan Neumann is a financial advisor at Vertrix Wealth Management, LLC in Troy, MI, holding a Series 65 designation with five years of industry experience. Prior to joining Vertrix Wealth Management in 2026, he worked at Greystone Financial Group, LLC for eight years and had shorter tenures at Financial Focus, LPL, Kroger, and Quicken Loans. Vertrix Wealth Management advises individuals, trusts, estates, small businesses, and employer-sponsored retirement plans, offering portfolio management and retirement plan consulting. The firm employs a tactical, risk-management oriented investment approach that combines fundamental and technical analysis with dynamic asset allocation.

Kristie Guadiano is a financial advisor at Vertrix Wealth Management, LLC with 11 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Greystone Financial Group and Polaris Greystone Financial Group. Kristie serves as a board member of the Sentinel Group advisory partner board. Vertrix Wealth Management provides discretionary and non-discretionary portfolio management and retirement plan consulting to a range of clients including plan sponsors, trusts, businesses, and individuals. The firm employs a tactical investment approach that integrates fundamental and technical analysis and offers specialized retirement plan fiduciary services alongside active, research-driven portfolio management.