Kerri Goldsmith, CFP®, CRPS®, AIF®, and Genevieve George, CPA, CFP®, CFE, have been promoted to HBKS Senior Financial Advisors.
A Certified Financial Planner and member of the HBKS office in Fort Myers, Fla., Ms. Goldsmith also holds designations as a Chartered Retirement Plans Specialist and an Accredited Investment Fiduciary. A member of the firm’s office in Stuart, Fla., Ms. George is a Certified Public Accountant as well as a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Fraud Examiner.
Ms. Goldsmith has been with HBKS since 2009. She specializes in personalized financial planning, investing, and risk management services, helping her clients plan for their own futures, their children’s or grandchildren’s educations, or passing their wealth along to future generations or charitable causes. She also works with businesses, providing qualified retirement plans and financial education for their employees, and delivering hands-on client solutions with strategic vision and problem-solving creativity that offer unique perspectives on financial planning.
“Since joining HBKS in 2009, Kerri has demonstrated a strong commitment to professional development and community involvement,” noted HBKS Southwest Florida Principal Dean Piccirillo. “She has also contributed to numerous firm initiatives and committees. Most recently, she was named co-chair of the firm’s Financial Planning Committee.”
Ms. George has over 10 years’ public accounting experience with clients in a number of industries. As a Financial Advisor, she helps individuals and businesses develop financial and investment strategies that align with their investment needs, financial objectives and risk tolerance. Her mission is to deliver comprehensive financial advice with the highest level of personal service and professional integrity in order to help her clients meet their goals, including a comfortable, secure retirement; their children’s and grandchildren’s education; and passing their wealth along to future generations or charitable causes.
“Gen has worked diligently servicing clients in our Stuart office as well as assisting with the Fort Pierce and West Palm offices,” noted HBKS Principal Ryan Furtwangler. “She is a talented professional dedicated to improving the financial lives of her clients.”
Ms. Goldsmith is active in numerous local professional and community organizations. She is a member of the Financial Planning Association of Southwest Florida andthe Estate Planning Council of Lee County. She is Immediate Past President the Rotary Club of Fort Myers South, where she currently serves on the Board and chairs the giving committee. She has received the Rotarian of the Year Award, and the Vocational Service Award from Rotary South. She volunteers with the United Way Allocations Team, is a graduate of Leadership Lee County and is active in the Greater Fort Myers Chamber of Commerce, where she was recognized as a Women in Business APEX Award finalist in 2019.
Ms. George is a committed member of the Stuart community. She serves as co-chair for Impact 100 Martin and is active in several other charitable organizations. She is also an alumnus of the Martin County Leadership program and a member of the Executive Women of the Palm Beaches.
IMPORTANT DISCLOSURES
The information included in this document is for general, informational purposes only. It does not contain any investment advice and does not address any individual facts and circumstances. As such, it cannot be relied on as providing any investment advice. If you would like investment advice regarding your specific facts and circumstances, please contact a qualified financial advisor.
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The historical and current information as to rules, laws, guidelines or benefits contained in this document is a summary of information obtained from or prepared by other sources. It has not been independently verified, but was obtained from sources believed to be reliable. HBKS® Wealth Advisors does not guarantee the accuracy of this information and does not assume liability for any errors in information obtained from or prepared by these other sources.
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