Irish Dancer

I was a competitive Irish Dancer for 8 years (starting at age 5)

Music Lover

My most listened to artist for the last two years was Frank Sinatra

TV Shows

My comfort TV show is The Office

Favorite Restaurant

My favorite restaurant is Bowdie's in Saugatuck MI

Favorite Move

My favorite movie is Ocean's 11

Dream Vacation

My dream vacation is Lake Como, Italy

Irish Dancer

I was a competitive Irish Dancer for 8 years (starting at age 5)

Music Lover

My most listened to artist for the last two years was Frank Sinatra

TV Shows

My comfort TV show is The Office

Favorite Restaurant

My favorite restaurant is Bowdie's in Saugatuck MI

Favorite Move

My favorite movie is Ocean's 11

Dream Vacation

My dream vacation is Lake Como, Italy

My interest in financial planning began long before I knew it would become my career.

At 12 years old, I came home from my first babysitting job and sat down with my parents to talk about what to do with the money I had earned. At the time, I didn’t realize how meaningful that conversation was. Looking back, it was my first introduction to the idea that the decisions we make with our money can shape opportunities far beyond the moment in which they are made.

As I moved through high school and college, I began to appreciate how uncommon that kind of early financial education was. Many of my peers were entering adulthood and taking on financial responsibility without ever having had a meaningful conversation about saving, investing, or planning for their future. I became increasingly drawn to wealth management because it offered a way to help more people gain not only access to financial guidance, but also greater confidence and control over their financial futures.

My connection with Verde began in 2024, while I was a student at Michigan State University and a member of the MSU Wealth Management Association. I had the opportunity to film a podcast with Carl and Sheeva at the Verde office, never imagining that nearly two years later, I would be returning as a member of the team.

After graduating from Michigan State in May 2025, I spent the past year working in Private Wealth Management in Palm Beach, Florida. That experience further reinforced my passion for the work and made the opportunity to join Verde especially exciting. I’m thrilled to now be part of a team of thoughtful, driven individuals who share a commitment to helping clients take greater ownership of their financial futures.

Outside of work, you’ll usually find me with family and friends, enjoying the outdoors in our beautiful state of Michigan, on the golf course, or exploring whatever creative hobby I’ve decided to pick up at the moment.

Carl Szasz

Founder | Chief Visionary Officer

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Morgan Galvan

Financial Advisor

Marc Bergeron, CFP®

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

Sheeva Hajimirza

Financial Advisor

Michelle Kopp, CPA

Financial Coach

Kate Caramihan, CPA

Tax Preparer | Bookkeeper

Jon Sheperd

Data Analyst

Katie Wilson

Operations Manager

Hannah Bennett

Operations Manager

Julia Snedden

EOS Integrator | COO

Trish Harbin

Client Experience Manager

Emelia Primm

HR Communications | Marketing Manager

Odin

Chief Comfort Officer

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