About Verde Capital Management

Money is a Tool for Life

Verde is a personalized financial advisory firm built around a simple belief: wealth matters because of what it makes possible. We bring financial planning, investment management, education, and ongoing guidance together around the life you want to build.

Our Vision for Better Financial Advice

Disrupting Finance through Relentless Innovation

To create a more personal and useful financial-advice experience—one where planning, investing, education, and practical innovation work together around the life each client wants to build.

Turning Money Into Life Fulfillment

Money matters because of what it can make possible: more freedom, meaningful experiences, stronger relationships, purposeful work, generosity, security, and a legacy that reflects your priorities. Verde begins with the life behind the numbers, then connects financial planning and investment management around it. The goal is not to impose a preset definition of success. It is to help you understand your choices, weigh important tradeoffs, and use wealth with greater intention.

Our Culture Focuses on Helping Us Achieve Excellence

We strive to live these eight values through continuous learning, clear communication, thoughtful action, and a collaborative team environment.

1

Dependability

Build trust through reliability, sound reasoning, and consistent follow-through. Fulfill commitments, navigate challenges, and take responsibility for decisions and actions.

2

Innovation

Re-conceptualize issues to discover practical solutions to hard problems. Challenge prevailing assumptions when warranted, suggest better approaches, create useful ideas, minimize unnecessary complexity, and make time to simplify.

3

Passion

Inspire others through a thirst for excellence. Care intensely about Verde’s success, celebrate wins, stay tenacious, and remain naturally curious and eager to learn.

4

Selflessness

Seek what is best for Verde rather than yourself or your group. Remain egoless when searching for the best ideas, help colleagues, share information openly, and take on added responsibility when the team needs it.

5

Communication

Listen to understand instead of reacting quickly. Be concise and articulate in speech and writing, treat people with respect regardless of status or disagreement, and maintain calm poise in stressful situations.

6

Honesty

Be known for candor and directness. Disagree without politics, say only what you would say to someone’s face, admit mistakes quickly, and be genuine and thoughtful in ways that reinforce trust.

7

Courage

Say what you think, even when it may be controversial. Make difficult decisions without unnecessary delay, take smart risks, and question actions that are inconsistent with Verde’s values.

8

Impact

Accomplish meaningful amounts of important work. Focus on strong results rather than process for its own sake, choose action over analysis paralysis, take initiative, and operate with high capacity.

A More Complete Advisory Relationship

Verde helps clients connect their money to the life they want to build through planning that is personal, coordinated, and designed to keep moving as life changes.

Put Your Goals First

The relationship starts with your goals, priorities, family, business, and future, then builds financial planning and investment guidance around what matters most.

Simplify the Complex

Investments, taxes, estate planning, risk, cash flow, and long-term goals are connected. Verde helps organize those pieces so decisions are easier to understand.

Advise Without Judging

Financial conversations should be useful, not intimidating. Verde gives guidance without talking down to people or making them feel behind.

Guidance That Grows With You

Your plan should not sit still while life changes. Verde reviews, adjusts, and continues the conversation as new decisions, opportunities, and priorities come into focus.

Our Story

Verde began in 2008 as an independent advisory firm built on a belief that financial advice could be more personal, transparent, and useful. As the firm grew, it embraced goals-based planning and expanded beyond investment guidance to help clients connect more of the decisions shaping their financial lives.

That evolution shaped the team Verde is today. Advisors, investment professionals, financial coaches, analysts, and client-service specialists bring different perspectives to one ongoing relationship, keeping each client’s goals and full financial picture at the center.

That evolution ultimately led to Verde’s purpose: Turning money into life fulfillment. The firm continues to question old assumptions and improve how planning, investing, education, and practical innovation support the lives clients want to build.

Common Questions

Learn more about Verde’s firm, approach, client relationships, and personalized financial guidance.
Verde Capital Management is an investment adviser registered with the U.S. Securities and Exchange Commission. The firm offers personalized financial planning, wealth management, investment management, and financial coaching. Investment advisory services are provided within an established fiduciary relationship.
Verde puts client goals first, simplifies complex decisions, and provides advice without judging. The firm also connects financial planning and investment management within one ongoing relationship rather than treating each decision or account separately.
Verde is based in Clarkston, Michigan, with strong roots in North Oakland County. The firm also maintains advisory relationships with clients across the country.
Verde commonly works with strong savers, business owners, high-income earners, established families, and long-term thinkers who value personalized advice and want their financial decisions to work together.

Meet Our Advisors

Great advice depends on people who listen carefully, think independently, and understand the life behind the financial plan.

Eric Tomaszewski

Financial Advisor
Eric brings an unconventional, research-driven perspective to financial planning and investment management, helping clients challenge assumptions and make clearer decisions.
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Adam Smart

Financial Advisor
Adam helps clients use wealth intentionally, drawing on experience in business leadership, ministry, and the real-life importance of comprehensive planning.
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Morgan Galvan

Financial Advisor
Morgan combines analytical training in biostatistics with an entrepreneurial mindset to help clients approach complex financial decisions with clarity and curiosity.
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Marc Bergeron, CFP®

Financial Advisor
Marc helps families build stronger financial futures through thoughtful planning, education, and a multigenerational perspective shaped by his Detroit roots.
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Cindy Lundberg

Financial Advisor | Marketing Director
Cindy blends financial experience with a background in psychology to help clients connect their decisions, behavior, and long-term goals.
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Jack Yarosh

Financial Advisor | Investment Committee President
Jack combines financial education, investment research, and client-first guidance to help people better understand their money and move forward with confidence.
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Matt Hart

Financial Advisor
Matt brings Clarkston roots and a background in economics, sociology, and financial planning to help clients build strong, practical financial foundations.
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Kim Accurso

Financial Advisor
Kim draws on decades of banking and finance experience to help clients navigate complex decisions with practical guidance and personal attention.
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Riley Manwaring

Financial Advisor
Riley brings curiosity, entrepreneurship, and a passion for teaching to financial planning, helping clients understand their options and make informed decisions.
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Sheeva Hajimirza

Financial Advisor
Sheeva combines analytical problem-solving with a passion for financial planning to help clients make meaningful progress toward their goals.
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Meet the Team

See Whether Verde Feels Right

The right advisory relationship should combine trust, clear communication, and an approach that reflects what matters to you. Connect with Verde to begin a conversation about your financial life and the decisions ahead.

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