Instrument

I've played the Cello for 13 years

Family

I have 8 older siblings and 18 niblings

Food

Mediterranean food is the superior cuisine

Interests

Enjoy exploring eats, music, art, and culture of Detroit in my free time

Books

Love consuming literature - and writing a bit of my own

Vacation

Would choose a city vacation over a beach vacation any day

Instrument

I've played the Cello for 13 years

Family

I have 8 older siblings and 18 niblings

Food

Mediterranean food is the superior cuisine

Interests

Enjoy exploring eats, music, art, and culture of Detroit in my free time

Books

Love consuming literature - and writing a bit of my own

Vacation

Would choose a city vacation over a beach vacation any day

Born and raised here in Clarkston as the youngest of nine, I developed an early appreciation for strong financial foundations. I went on to graduate from Grand Valley State University, where I earned a Bachelor of Science in Economics and Sociology. Through my educational process, I was able to discover my love for markets, understanding the economy, and the intricate ways social science impacts these spheres more broadly.

My journey with Verde began in the summer of 2020 when I had a fantastic experience through the internship program. Soon after, I held a role as a Paraplanner with an independent firm in Ann Arbor, where I spent more than two years focusing on the ins and outs of financial planning and the diverse financial circumstances that make the advising field fulfilling for myself and my clients alike.

In 2022, I began as an advisor with Verde full-time. Since then, my role has developed to focus on creating simplicity from the sophistication that can make finances daunting. I’ve also worked to obtain my NAPA Certified Plan Fiduciary Advisor designation and DACFP Advanced Certificate in Blockchain & Digital Assets. These have allowed me to work within specialized groups at Verde that work to serve an even broader base of clients and retirement plan participants seeking to gain life fulfillment from their hard-earned money.

Outside of my professional experience in Wealth Mangement, I’ve held positions in private equity, data analytics, writing, non-profits, and more. Outside of work, I enjoy exploring metro Detroit, making/listening to music, writing, and spending time with loved ones.

Carl Szasz

President & Chief Compliance Officer / Financial Advisor

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Morgan Galvan

Financial Advisor

Marc Bergeron

Financial Advisor

Ken Sheperd

Financial Advisor

Cindy Lundberg

Financial Advisor | Marketing Director

Jack Yarosh

Financial Advisor

Matt Hart

Financial Advisor

Kim Accurso

Financial Advisor

Riley Manwaring

Financial Advisor

Michelle Kopp

Financial Coach

Jon Sheperd

Data Analyst

Katie Wilson

Operations Manager

Julia Snedden

Office Manager

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