Get to Know Carl Szasz

President & Chief Compliance Officer / Financial Advisor

Space Fanatic

I love all things space, from Star Wars, and Star Trek to the new private space race that is happening right now. One day, I would love to go to the moon or see the earth from orbit.

Secret Baptism

In Romania, where I was born, religion was outlawed so my grandmother (who was Catholic) baptized me and my brother in secret at great risk to her and the clergy doing the baptism.

Favorite Food

Lobster: my parents could never afford this delicacy as a child, but when I got to try it on a cruise in Puerto Rico, I immediately fell in love. I could eat lobster tail every day.

I just want to Fly

I became a private pilot in 2012 and then became instrument rated in 2016. I now fly a Cirrus SR22 for fun out of Pontiac Airport.

Proposal in Italy

I couldn't make up my mind where I wanted to propose to my wife Melissa. Florence (the city of Love) or Rome (the Holy city), so I split the difference and did it right in between. The rest is history.

Say YES!!

I suffer from major FOMO and love to have fun. I especially love a good party. If you ask me to come, I will almost always say YES!!

Space Fanatic

I love all things space, from Star Wars, and Star Trek to the new private space race that is happening right now. One day, I would love to go to the moon or see the earth from orbit.

Secret Baptism

In Romania, where I was born, religion was outlawed so my grandmother (who was Catholic) baptized me and my brother in secret at great risk to her and the clergy doing the baptism.

Favorite Food

Lobster: my parents could never afford this delicacy as a child, but when I got to try it on a cruise in Puerto Rico, I immediately fell in love. I could eat lobster tail every day.

I just want to Fly

I became a private pilot in 2012 and then became instrument rated in 2016. I now fly a Cirrus SR22 for fun out of Pontiac Airport.

Proposal in Italy

I couldn't make up my mind where I wanted to propose to my wife Melissa. Florence (the city of Love) or Rome (the Holy city), so I split the difference and did it right in between. The rest is history.

Say YES!!

I suffer from major FOMO and love to have fun. I especially love a good party. If you ask me to come, I will almost always say YES!!

Originally born in Romania, my family came to the United States in 1990. As a young boy, I always had a passion and a gift for math. My studies, which included college-level courses in 7th grade, gave me my first understanding of the effect high-interest compounding could play in the growth of numbers. Amassing 47 college credits by the time I finished high school, I was able to graduate Michigan State University in two years.

I began my professional career at American Express Financial Advisors (now called Ameriprise) in Troy, MI. Ameriprise had an excellent training program, where I gained experience in how to acquire and service clients. In 2007, I took on the added responsibility at Ameriprise of franchising. In addition to gaining a greater degree of freedom, I learned a great deal about running a business, managing staff, and building a growth company.

In June, 2008, I left Ameriprise and started Verde Capital Management. Since then, I have been able to focus on one critical thing: managing and growing my clients’ money. I help them simplify their lives through a sound investment plan that gives them the confidence to know that their goals are achievable and on track.

I am married to my wonderful wife, Melissa. We have three very energetic little boys; Carl, Julius & Troy. We have a dog; Zulu and two cats; Oliver and Ferdinand. When I’m not working, I enjoy spending time at our hobby farm in Ortonville where we have more animals than I can name. In my spare time, I enjoy water sports, rock climbing, flying airplanes, chopping down dead trees and traveling all over the world.

Carl Szasz

President & Chief Compliance Officer / Financial Advisor

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Ken Sheperd

Financial Advisor

Cindy Lundberg

Financial Advisor / Marketing Director

Jack Yarosh

Financial Advisor

Matt Hart

Financial Advisor

Jon Sheperd

Data Analyst

Katie Wilson

Operations Manager

Michelle Kopp

Financial Coach

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