Disciplined. Adaptive. Intentional.
At Vertrix, strategy begins with discipline and evolves with intention.
We bring structure to complex financial decisions while remaining responsive to changing markets and personal priorities.
Through thoughtful planning and coordinated experience — including collaboration with CPAs and estate planning professionals — we deliver comprehensive guidance tailored to you.
Every team member contributes distinct strengths and experience, all working together with one clear purpose: helping you move confidently toward your goals.
ABOUT VERTRIX WEALTH MANAGEMENT
At Vertrix, you’re supported by an experienced team focused on your priorities.
We bring together planning, investment management, personal and corporate retirement solutions, and strategic insight to design a coordinated approach built around your goals.
Rather than offering isolated solutions, we develop a structured plan that integrates the appropriate strategies, aligned to your long-term objectives.
Learn more about our range of wealth-building solutions →
Meet the Team
As you get to know our team, you’ll quickly see what sets Vertrix apart.
Kristie L. Guadiano
FOUNDER & MANAGING PARTNER
SENIOR DIRECTOR OF WEALTH MANAGEMENT & CHIEF COMPLIANCE OFFICER
M. Brian Wachsler
Eric Babcock
SENIOR DIRECTOR OF WEALTH MANAGEMENT
Robert Yarmak, CFA®
PORTFOLIO MANAGER &
CHIEF INVESTMENT OFFICER
Jordan Neumann
DIRECTOR OF RETIREMENT PLANS
Joshua VanderGraaff
DIRECTOR OF RETIREMENT PLANS
Francisco Ramos Jr.
PORTFOLIO SPECIALIST
Thomas “Nati” Nuzzi
PORTFOLIO SPECIALIST
Norman C. Leon
PORTFOLIO SPECIALIST
Cheryl Bastian
DIRECTOR OF OPERATIONS
Michelle Ponkowski
OPERATIONS SPECIALIST
Trey J. Stone
OPERATIONS SPECIALIST
Trusted by these incredible businesses and their employees.
