Meet the Verde Team

Advice Starts With Knowing You

Your relationship may center on one advisor, but it is supported by a broader team of advisors, investment professionals, and client-service specialists. Together, they listen carefully, share perspective, and keep the guidance connected to what matters most to you.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Sheeva Hajimirza

Financial Advisor

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

Michelle Kopp, CPA

Financial Coach

Michelle uses her accounting background and personal financial experience to provide practical, judgement-free coaching that helps clients build healthier money habits.

Kate Caramihan, CPA

Tax Preparer | Bookkeeper

Kate provides tax preparation and bookkeeping support through separate engagements, helping individuals and businesses navigate compliance with accuracy and clarity.

Carl Szasz

Founder | Chief Visionary Officer

Carl founded Verde to pair independent advice with practical innovation and continues to guide the firm’s vision, culture, and long-term direction.

Jon Sheperd

Data Analyst

Jon applies advanced mathematical training to portfolio research, data analysis, and the continued development of Verde’s investment process.

Katie Wilson

Operations Manager

Katie keeps client accounts and office operations running smoothly while continually looking for ways to improve the client experience.

Hannah Bennett

Operations Manager

With a focus on detail and service, Hannah oversees client account support and office operations to keep everything running efficiently for our clients.

Julia Snedden

EOS Integrator | COO

Julia brings broad operations leadership and a passion for building strong teams, systems, and client experiences across Verde.

Trish Harbin

Client Experience Manager

Trish creates a warm, thoughtful client experience shaped by more than 20 years in real estate, office management, and hospitality.

Chef Riley Ayar

Corporate Executive Chef

Meet Chef Riley, Private Chef at Verde Capital Management. A former D1 fencer, he blends technique, creativity, and hospitality into every meal.

Emelia Primm

HR Communications | Marketing Manager

Emelia supports Verde’s people and brand through thoughtful communication, organized execution, and an entrepreneurial approach to marketing and human resources.

Odin

Chief Comfort Officer

Odin welcomes every guest with a wagging tail, a handshake, and an unwavering belief that excellent service should be rewarded with treats.

Connect with a Verde Advisor