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!

My journey into finance is a meandering one, like any good story! Growing up, I enjoyed mathematics and biology and knew I wanted to pursue a career in the natural sciences. I graduated from Hope College in Holland, MI with a Bachelor of Science in biochemistry and neuroscience and then earned a Master of Science from Georgetown University in Washington, DC where I studied systems medicine with an emphasis in biostatistics. My research ranged from studying the biochemical mechanisms that control mitochondrial function to creating quantitative models that assessed social determinants of metastatic breast cancer.

My professional career began as a biostatistician for the Department of Public Health and Psychiatry at Michigan State University’s College of Human Medicine. Our research focused on mental health and substance use interventions in vulnerable populations (i.e. adolescence, perinatal, justice-involved). During this time, I took an interest in the economic decisions and funding restraints that profoundly impact academic medical research.

As my personal interest in economics grew, I saw an opportunity to meld my analytical skills and behavioral science background to become a fiduciary advisor. The philosophy of behavioral finance and its implication for our health and wellbeing is one of the many reasons I am happy to practice here at Verde.

Here at Verde, I am a trusted fiduciary to corporations, institutions and individuals. I provide personalized care for each of my clients, whether you are starting a new business, scaling a current one or looking to provide a purpose-centered plan for your family’s future; I want you to live a life that excites you and helps you fulfill your life’s mission.

I am married to my wonderful husband. We enjoy spending time with our rescue pup, Nash, traveling, fitness and being with family.

 

Carl Szasz

Founder | Chief Visionary Officer

Eric Tomaszewski

Financial Advisor

Adam Smart

Financial Advisor

Morgan Galvan

Financial Advisor

Marc Bergeron

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

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

Andrea Selboja

Wealth Management Intern 2026

Payton McKay

Wealth Management Intern 2026

Karagin Farley

Tax Intern 2026

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