Principal, Senior Financial Advisor
Dean Piccirillo is a principal, senior financial advisor and client service team director advising HBKS® Wealth Advisors clients in the firm’s Fort Myers and Sarasota, Florida offices. Additionally, he works with a number of families out of the firm’s offices in his hometown of Erie, Pennsylvania. Dean also directs the HBKS® Wealth Advisors Retirement Plan Unit which provides investment consulting...
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Senior Financial Advisor
Kerri Goldsmith is a senior financial advisor in the HBKS® Wealth Advisors office in Fort Myers, Florida and has been with the firm since 2009. She specializes in helping her clients fulfill their dreams through personalized financial planning, investing, and risk management services. Her assistance helps her clients plan for their own future, their children’s or grandchildren’s education, or passing...
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Financial Advisor
In extending his role beyond his responsibilities as an HBK CPAs & Consultants (HBK) accounting Principal, Keith Veres exemplifies HBK’s transition from accounting firm to holistic financial services provider. As director of HBK’s emerging Corporate Finance business along with his status as an investment banking representative of a third party investment banking broker dealer, he helps HBK clients looking to...
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Advisor Associate
Iris is a graduate of Florida Gulf Coast University with a degree in finance and a concentration in financial services. Since joining HBKS in 2023 as a Client Support Specialist, Iris has passed her series 65 exam and is enrolled in a review course for the CFP® certification exam which she hopes to take in November of 2024. Originally from...
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Advisor Associate
Nate is an Advisor Associate in the Fort Myers, Florida office. He Joined the HBKS team in 2024 after beginning his career in 2021 with our sister company HBK CPAs and Consultants. Nate holds his Bachelor of Science in Accounting from Florida Gulf Coast University.
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