Get to Know Cindy Lundberg

Financial Advisor / Marketing Director

Food

I’m a self-proclaimed foodie and enjoy every type of cuisine.

Working Out

I love working out and staying active.

Travel

I love traveling - my favorite trips have been to the Italian Dolomites, African Safari, and the Great Barrier Reef.

Family

I love spending time with my family and friends.

Kids

I’m very involved with my kids’ school and enjoy volunteering.

Theater

I love the theater and have seen over 50 plays and musicals.

Food

I’m a self-proclaimed foodie and enjoy every type of cuisine.

Working Out

I love working out and staying active.

Travel

I love traveling - my favorite trips have been to the Italian Dolomites, African Safari, and the Great Barrier Reef.

Family

I love spending time with my family and friends.

Kids

I’m very involved with my kids’ school and enjoy volunteering.

Theater

I love the theater and have seen over 50 plays and musicals.

I originally found my way to finance through an elective course at Michigan State University; the course initially piqued my interest and then evolved into a passion. I graduated from Michigan State in 2005 with a Bachelors of Science in Psychology. I immediately pursued a career in the financial industry based on that course because I loved the idea of applying my psychology background to help people achieve their personal financial goals.

I began my professional career at Ameriprise Financial in Troy, Michigan, which had a very robust training program. I was a financial advisor there for just two years before being offered an opportunity to work with the JPMorgan Private Bank in Bloomfield Hills, Michigan, helping high net worth clients. I quickly advanced, being promoted every other year before managing the entire service team for Michigan. While working at JPMorgan, I obtained my Masters of Business Administration from Wayne State University. At JPMorgan I learned new skill sets, gained valuable experience, and earned regional and national recognition for my leadership and contributions to special projects.

In 2016 I transitioned with a Wealth Management team to Merrill Lynch’s Private Banking and Investment Group in Farmington Hills, Michigan, where I was able to build even more meaningful relationships with clients as I delivered high-touch service for their investment and credit needs.

I joined Verde Capital Management as a Financial Advisor in January 2018, and feel so fortunate to be able to apply my prior 12 years of experience to such a hard-working and dedicated company. At Verde Capital Management, I am able to deliver an exemplary personal and comprehensive client service experience, which provides our clients the tools they need to turn their money into life fulfillment.

I live in Clarkston with my husband Scott, our two children, and our golden retriever Luna. As a family we enjoy living an active lifestyle that includes traveling and outdoor activities like hiking, cycling, and water sports. We are also avid theater patrons, concertgoers, and Spartan sports fanatics.

Carl Szasz

President & Chief Compliance Officer / Financial Advisor

Tommi Harris

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

Holly Kamm

Chief Operation Officer / Compliance Manager

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