Music

My Spotify Wrapped top genres: 1) Modern Rock 2) Rap 3) Indie Pop 4) Stomp and Holler 5) Pop

Basketball

I volunteer as a youth basketball coach

TV Appearance

When I was 16, I was sued on a daytime TV court show called Hot Bench (I won)

Cats

I have 3 adorable kitties named Anna, Elsa, and Raja

Belgium

I lived in Belgium for 4 years while growing up

Movies

I maintain a spreadsheet ranking the 50 greatest movies of all time

Music

My Spotify Wrapped top genres: 1) Modern Rock 2) Rap 3) Indie Pop 4) Stomp and Holler 5) Pop

Basketball

I volunteer as a youth basketball coach

TV Appearance

When I was 16, I was sued on a daytime TV court show called Hot Bench (I won)

Cats

I have 3 adorable kitties named Anna, Elsa, and Raja

Belgium

I lived in Belgium for 4 years while growing up

Movies

I maintain a spreadsheet ranking the 50 greatest movies of all time

From a young age, I was interested in finance. I always paid attention to the people around me and their relationships with money. How did they spend it? How did they save it? Was it something that brought them anxiety or freedom?

In 2016, I left for The Ohio State University in pursuit of a Bachelor’s degree in Finance with the hope of being able to understand how and why people have different relationships with money. Is it the way people are raised? Is it how they see their parents interact with money? Is it the fact that our schools do not provide any financial education to our children?

In 2018, I had two internships in finance that disappointed me. I found that at large the finance industry did not have the best intention of their clients in mind. In its nature, those companies were trying to make a profit and that profit often came at the expense of the people the company was trying to serve. This was not what I wanted to do.

In 2019, I found Verde Capital Management when searching for internships online. I landed the position and quickly found that Verde was my dream company. A company whose incentives align with the goals of their clients; where education and financial literacy come first. A company that lives by its core values and where those values shine through every employee.

After graduation, I was invited to join the Verde family full-time as a Service Advisor. I get to spend every day working with incredible coworkers and working for incredible clients. I work with individuals and families to decide what they want their relationship with money to be and get them to that goal. I love my job.

Outside of work, I live in Clarkston, MI with my three cats. I love music, movies, and sports. In my free time, you can find me golfing, playing basketball, or coaching youth sports teams.

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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