Ambidextrous

I write and eat with my left hand and kick with my left foot. Golfing, throwing, pretty much all other athletic preference is right handed.

Games

I frequently enjoy playing all pick-up sports and board games. I played pickup basketball against country artist Kane Brown at a Lifetime during my time in Nashville.

Music

My music taste is all over the place but I find myself listening to a lot of oldies recently but overall: Electronic music orchestra, jim croce, Tyler Childers, and even Phantom of the Opera.

MI Fav Place

My favorite place in Michigan has to be Glen Lake way up north. Great memories on the dunes and water growing up. My dream is to make memories with my family up there one day. Even after 7 years in the South, Michigan summers can’t be topped.

Pets

My wife and I rescued our rottweiler, Hazel, from a shelter in Bay City in 2021 when she was just a puppy. She's our sweetheart and a big teddy bear.

Movies

I am a frequent visitor to a Movie app called Letterboxd. Think social media for movies where you can rate and read your friends' reviews. My Top 4: The Prestige, Lord of the RIngs, Warrior, and Ratatouille.

Ambidextrous

I write and eat with my left hand and kick with my left foot. Golfing, throwing, pretty much all other athletic preference is right handed.

Games

I frequently enjoy playing all pick-up sports and board games. I played pickup basketball against country artist Kane Brown at a Lifetime during my time in Nashville.

Music

My music taste is all over the place but I find myself listening to a lot of oldies recently but overall: Electronic music orchestra, jim croce, Tyler Childers, and even Phantom of the Opera.

MI Fav Place

My favorite place in Michigan has to be Glen Lake way up north. Great memories on the dunes and water growing up. My dream is to make memories with my family up there one day. Even after 7 years in the South, Michigan summers can’t be topped.

Pets

My wife and I rescued our rottweiler, Hazel, from a shelter in Bay City in 2021 when she was just a puppy. She's our sweetheart and a big teddy bear.

Movies

I am a frequent visitor to a Movie app called Letterboxd. Think social media for movies where you can rate and read your friends' reviews. My Top 4: The Prestige, Lord of the RIngs, Warrior, and Ratatouille.

For as long as I can remember, I often found myself in a position where people naturally felt comfortable opening up to me. The listener, the helper, with a knack for reading people — understanding what drives them, where they feel stuck, and how to help them move forward. That instinct has shaped everything I do.

I’m not here for transactional finance. I came here for something different. I’m here to transform the way people relate to money, build direction, confidence, and a life that reflects what truly matters. I’ve seen firsthand how families can be left behind when financial tools are misused or misunderstood. My calling as a financial advisor is to stand where purpose meets people. Bring understanding and peace to an area of people’s lives that often feels uncertain. I want to turn what once felt out of reach into something people can actually live out and enjoy.

Before joining Verde Capital Management, I spent five years at Jackson National as an internal wholesaler. I collaborated with hundreds of financial advisors across the West Coast and saw both sides of the industry. What struck me was the gap: Advisors who put clients first, and those who didn’t take the time to fully dive into their clients’ lives. The right strategies were out there, but too often they weren’t applied in ways that truly served families. When that happened, who were the ones that felt the wave of this disconnect? Clients. Clients carried the consequences of products that were simply a poor-fit to the plan and it added unnecessary confusion.

That realization became my turning point. Part of that fire comes from my own story. Growing up in a home that worked hard, but overlooked the power and peace of holistic financial planning. This shaped my conviction that households deserve advice rooted in integrity and clarity. I wanted to be the person sitting at the table with families, helping them avoid those pitfalls. Supporting individuals to bring understanding and assurance to their financial lives isn’t just my job, it’s personal.

That’s why I became an advisor with Verde Capital Management. I found a place where I can be on the same side of the table as clients, listen to their stories, help them understand their plan, and make sure the advice fits their life. Simplify complex financial decisions, align their money with their values, and live with a clear sense of direction.

I’m a Michigan native, raised in Rochester Hills and a proud Michigan State University graduate. After seven years living in the South, I’m excited to bring that experience to make an impact on individuals and families across The Mitten. My wife, Emily, and I live in Northville with our Rottweiler, Hazel. When I’m not meeting with clients, you’ll find me playing all kinds of games, from board games to outdoor sports, exploring Michigan’s outdoors, and supporting Detroit’s sports teams. I’m a lover of music, good movies, and any opportunity to share my time with my family, friends, and community.

Carl Szasz

Founder | Chief Visionary Officer

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Morgan Galvan

Financial Advisor

Marc Bergeron

Financial Advisor

Ben Foor

Financial Advisor

Cindy Lundberg

Financial Advisor | Marketing Director

Jack Yarosh

Financial Advisor | Investment Committee President

Matt Hart

Financial Advisor

Kim Accurso

Financial Advisor

Riley Manwaring

Financial Advisor

Michelle Kopp, CPA

Financial Coach

Kate Caramihan, CPA

Tax Preparer | Bookkeeper

Jon Sheperd

Data Analyst

Katie Wilson

Operations Manager

Julia Snedden

EOS Integrator | COO

Trish Harbin

Client Experience Manager

Andrea Selboja

Wealth Management Intern 2026

Payton McKay

Wealth Management Intern 2026

Karagin Farley

Tax Intern 2026

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