Get to Know Trish Harbin

Client Experience Manager

Big Heart

I grew up in a home filled with compassion. My childhood home also served as a foster care residence for mentally handicapped women, which shaped my deep sense of empathy and community.

Animal Lover

I have a huge soft spot for animals. During the pandemic, I stayed in China and made sure the stray cats around my building were fed and cared for.

World Traveler

I’m a purposeful traveler. I’ve volunteered abroad in places like a dog rescue in Sri Lanka and a self-sustaining farm outside of Shanghai, which helped me connect with communities in meaningful ways.

Adaptable

I’ve lived a life of contrasts. From small-town Michigan to the heart of Shanghai, I’ve developed a strong appreciation for both quiet moments and cultural adventure.

Lifelong Gamer

I love diving into all kinds of video games—from creative building in Minecraft to action-packed titles like Fortnite, Borderlands, and Diablo. Gaming gives me a fun, immersive way to relax and connect with others.

Fitness Instructor

I used to teach fitness classes in China. Living overseas gave me the chance to share my passion for wellness while experiencing a completely different culture.

Big Heart

I grew up in a home filled with compassion. My childhood home also served as a foster care residence for mentally handicapped women, which shaped my deep sense of empathy and community.

Animal Lover

I have a huge soft spot for animals. During the pandemic, I stayed in China and made sure the stray cats around my building were fed and cared for.

World Traveler

I’m a purposeful traveler. I’ve volunteered abroad in places like a dog rescue in Sri Lanka and a self-sustaining farm outside of Shanghai, which helped me connect with communities in meaningful ways.

Adaptable

I’ve lived a life of contrasts. From small-town Michigan to the heart of Shanghai, I’ve developed a strong appreciation for both quiet moments and cultural adventure.

Lifelong Gamer

I love diving into all kinds of video games—from creative building in Minecraft to action-packed titles like Fortnite, Borderlands, and Diablo. Gaming gives me a fun, immersive way to relax and connect with others.

Fitness Instructor

I used to teach fitness classes in China. Living overseas gave me the chance to share my passion for wellness while experiencing a completely different culture.

With over 20 years of experience in real estate, office management, and hospitality, I’ve learned the value of creating a calm, welcoming environment where people feel genuinely seen and cared for. Connecting with others has always been at the heart of both my work and my life.

I grew up in Flushing, Michigan, and later spent several years living in China, where I taught fitness classes, volunteered on a self-sustaining farm, and looked after stray cats during the pandemic.

 In 2023, I also had the opportunity to volunteer at a dog rescue in Sri Lanka for a few weeks that cares for over 1,500 dogs — an experience that deepened my passion for compassion and community.

Now that I’m back in the Clarkston area I’ve always loved, I feel grateful to be the first person clients meet when they walk through the door. I do my best to create a thoughtful, elevated experience that makes everyone feel welcome from the moment they arrive.

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

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

Andrea Selboja

Wealth Management Intern 2026

Payton McKay

Wealth Management Intern 2026

Karagin Farley

Tax Intern 2026

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