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

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 | Investment Committee President

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

Trish Harbin

Client Experience Manager

Dylan Grewe

2025 Summer Intern

Eva Grills

2025 Summer Intern

Connor Johnson

2025 Summer Intern

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