Verde Capital Management, Inc.

Jack Yarosh is a financial advisor at Verde Capital Management, Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual and various other organizations. Outside of advising, he is a minority owner of Millpond Bed and Breakfast LLC, a historic property with multiple Airbnb rental units in Clarkston, Michigan. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses with investment management, fiduciary services, and financial planning. The firm’s investment process incorporates fundamental and technical analysis and utilizes diversified fund menus along with derivatives and synthetic strategies to manage portfolios.

Adam Smart is a Series 65-licensed advisor at Verde Capital Management, Inc. in Clarkston, MI, with six years at the firm and a total of three years of industry experience. Prior to joining Verde, he worked at Ralco Industries for six years. Outside of his advisory role, he serves as secretary of the Pontiac Community Foundation, chairs the development committee at Central Detroit Christian, and is a leadership team member at the Church of The Holy Redeemer. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis investment approach with diversified fund menus and may use derivatives and synthetic strategies to manage exposure or enhance portfolio efficiency.

Hannah Bennett is a financial advisor with Verde Capital Management, Inc. She holds a Series 66 designation and has one year of industry experience. Prior to joining Verde Capital Management, she has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach blends fundamental and technical analysis with diversified fund menus, and it employs derivatives and synthetic strategies to manage exposure and portfolio efficiency.

Morgan Cinader is a financial advisor with Verde Capital Management, Inc., holding a Series 65 designation and one year of industry experience. Prior to joining Verde Capital Management, Morgan worked at Michigan State University College of Human Medicine and Hope College. Outside of finance, Morgan teaches barre fitness classes at Pure Barre Clarkston. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm’s investment approach integrates fundamental and technical analysis with diversified asset allocation and uses both discretionary and non-discretionary management strategies.

Carl Szasz is a financial advisor at Verde Capital Management, Inc. with 17 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Verde Capital Management since 2008. Outside of his advisory role, Mr. Szasz owns and manages Verde Real Estate and is a partner in Narrin Farms, LLC, a lakefront horse farm. He also serves as President of the Starbluff Homeowner's Association and manages Millpond Bed and Breakfast, an Airbnb rental property. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses by providing investment management, fiduciary services, and financial planning. The firm employs a blend of fundamental and technical analysis, offers diversified fund menus, and uses synthetic instruments as part of its investment approach.

Eric Tomaszewski is a Series 66-licensed financial advisor with 14 years of industry experience, currently serving at Verde Capital Management, Inc. since 2013. He contributes to the Index Cooperative, a decentralized community focused on developing and promoting crypto structured tokens, assisting their institutional business team and broader community. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for qualified retirement plans, and financial planning. The firm employs a combination of fundamental and technical analysis with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Matthew Hart is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 66 designation with five years of industry experience. His prior roles include positions at CG Advisory Services, Evangelista & Associates, and Geneos Wealth Management. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses, offering investment management, fiduciary services for retirement plans, and financial planning. The firm employs a combined fundamental and technical analysis approach with diversified fund menus and may use derivatives and synthetic strategies to manage portfolio exposure and efficiency.

Cynthia Lundberg is a financial advisor at Verde Capital Management, Inc. with 20 years of industry experience. She holds a Series 66 designation and has been with Verde Capital since 2018, following two years at Merrill. Outside of her advisory role, she is involved with Millpond Bed and Breakfast, LLC, contributing to house maintenance and social media marketing, and serves as a representative for Sedera, assisting clients with medical cost sharing membership. Verde Capital Management serves individuals, trusts, estates, and various retirement and business plans, offering investment management, fiduciary services, and financial planning. The firm employs a combined fundamental and technical analysis approach, utilizing diversified assets and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars, tax-preparation, and financial coaching programs.

Marc Bergeron is a CFP® and holds a Series 65 license with three years of experience in the financial industry. He has worked at Verde Capital Management since 2025 and previously at TFO Wealth Partners. Bergeron is licensed to offer life and disability insurance through a partnership with Policy Genius Pro. Verde Capital Management serves individuals, trusts, estates, pension and profit-sharing plans, and businesses. The firm provides investment management, ERISA fiduciary services, and financial planning, utilizing both fundamental and technical analysis along with diversified fund menus and synthetic strategies to manage portfolios.

Kimberly Accurso is a financial advisor at Verde Capital Management, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo for eight years before joining Verde Capital Management. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses. The firm offers investment management, fiduciary services for qualified retirement plans, and financial planning, combining fundamental and technical analysis with diversified fund menus and the use of derivatives and synthetic strategies to manage portfolios.

Seyedeh Hajimirza is a financial advisor at Verde Capital Management, Inc. with a Series 65 credential and one year of industry experience. Her prior work history includes roles at Deloitte and Whole Foods. Verde Capital Management serves individuals, trusts and estates, retirement plans, and businesses, offering investment management, fiduciary services, and financial planning. The firm combines fundamental and technical analysis, employs diversified fund menus and synthetic strategies, and provides both discretionary and non-discretionary management along with educational seminars and financial coaching programs.

Riley Manwaring is a financial advisor at Verde Capital Management, Inc. in Clarkston, MI, holding a Series 65 credential with one year of industry experience. Prior to joining Verde Capital Management, Riley worked at Rocket Companies, Uber, Grubhub, DoorDash, and held various roles during his time as a student. Verde Capital Management serves individuals, trusts and estates, pension and profit-sharing plans, and businesses with investment management and fiduciary services. The firm combines fundamental and technical analysis with diversified fund menus and employs derivatives and synthetic strategies to manage portfolio exposure and efficiency.