Adventure

I am usually the first one to jump at a wild idea - not many things throw me out of my comfort zone. I have been like this since I was little.

Grand Canyon

My husband and I met while hiking across the Grand Canyon. We knew the day we met that we would get married. Best decision I have ever made!

Fitness

I teach Barre Pilates at Pure Barre and I love to run, surf, lift weights and stay physically active. I played volleyball most of my life and am almost always training for something (a marathon is next!).

Design

I love interior design and gather inspiration from a mixture of traditional, organic and nordic design styles.

Family

The most important thing in my life is family. My parents, brother and husband are a huge influence in my life - they are incredible, hard working and innovative people. We have a lot of fun boating, wakesurfing and traveling together.

Travel

Last year, I traveled alone to Iceland and rode horseback across the island. I enjoy going anywhere new and meeting great people along the way!

Adventure

I am usually the first one to jump at a wild idea - not many things throw me out of my comfort zone. I have been like this since I was little.

Grand Canyon

My husband and I met while hiking across the Grand Canyon. We knew the day we met that we would get married. Best decision I have ever made!

Fitness

I teach Barre Pilates at Pure Barre and I love to run, surf, lift weights and stay physically active. I played volleyball most of my life and am almost always training for something (a marathon is next!).

Design

I love interior design and gather inspiration from a mixture of traditional, organic and nordic design styles.

Family

The most important thing in my life is family. My parents, brother and husband are a huge influence in my life - they are incredible, hard working and innovative people. We have a lot of fun boating, wakesurfing and traveling together.

Travel

Last year, I traveled alone to Iceland and rode horseback across the island. I enjoy going anywhere new and meeting great people along the way!

Growing up, I enjoyed mathematics and biology and knew I wanted to pursue a career in the natural sciences. I also felt drawn to entrepreneurship, having participated in startup pitch competitions during my studies and maintaining a keen interest in how business owners operated differently in both their professional and personal lives. This dual passion led me to graduate from Hope College in Holland, Michigan, with a Bachelor of Science in biochemistry and neuroscience and then earn a Master of Science from Georgetown University in Washington, D.C., where I studied systems medicine and biostatistics.

My professional career began as a biostatistician for the Department of Public Health at Michigan State University. During this time, I became fascinated by the economic decisions and funding constraints that profoundly impact academic and clinical medicine. I realized that I loved complex systems and wanted to fix them—and to do that, one must understand money as a tool. I knew it was time to make a pivot.

As my interest in economics grew, so did my passion for personal finance. I saw a powerful opportunity to meld my analytical skills and behavioral science background to become a fiduciary advisor. At Verde, I utilize my entrepreneurial spirit to help build a practice that provides the knowledge and expertise necessary to construct lasting wealth that creates real-world change.

I serve as a trusted fiduciary to corporations, institutions, and individuals. I provide personalized care for each of my clients, whether they are launching a new enterprise, scaling a current business, or designing a purpose-centered plan for their family’s future. My goal is to help you build a foundation that empowers you to live an exciting life and fulfill your highest mission.

My work is a profound source of purpose that fuels the rest of my life. I live in Clarkston, MI with my husband. Outside of the office, I actively practice my faith, spend time with family, and pursue my passions for Formula One racing, hiking, and riding horses. If you are ready to experience growth in every area of your life, I look forward to meeting you.

Carl Szasz

Founder | Chief Visionary Officer

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Morgan Galvan

Financial Advisor

Marc Bergeron, CFP®

Financial Advisor

Ben Foor

Financial Advisor

Cindy Lundberg

Financial Advisor | Marketing Director

Jack Yarosh

Financial Advisor | Investment Committee President

Matt Hart

Financial Advisor

Kim Accurso

Financial Advisor

Riley Manwaring

Financial Advisor

Sheeva Hajimirza

Financial Advisor

Michelle Kopp, CPA

Financial Coach

Kate Caramihan, CPA

Tax Preparer | Bookkeeper

Jon Sheperd

Data Analyst

Katie Wilson

Operations Manager

Julia Snedden

EOS Integrator | COO

Trish Harbin

Client Experience Manager

Emelia Primm

HR Communications | Marketing Manager

Odin

Chief Comfort Officer

Andrea Selboja

Wealth Management Intern 2026

Payton McKay

Wealth Management Intern 2026

Karagin Farley

Tax Intern 2026

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