February 1, 2018
It is with sincere appreciation, along with some sadness, that we announce that Herb Geiss, CFP® has retired from his position as Tax Manager/ Tax Preparer with Shapiro Financial Security Group effective as of January 1, 2018.
We have had the pleasure of having Herb as our co-worker, colleague and friend for the past 13 years. Herb invariably began his day with a huge smile and a hearty greeting to all. We have enjoyed many conversations on very diverse topics throughout the years and his presence will be sorely missed. We will also miss the delicious cookies and cakes that his wife, Pat, would bake and which he would bring in to the office.
He and Pat are looking forward to this next stage in their lives, although Herb would like everyone to know that he will miss his colleagues and clients (and maybe even the work!).
Herb joined our organization in 2004 after a career in the telecommunications industry where he had extensive experience in product/project management, market research, and corporate financial management.
He quickly became an integral member of our team on both professional and personal levels. He was the first of 5 individuals who have participated in our SFSG “2nd Career Internship” program, which allowed candidates who had completed their CFP studies to work in a fee-only environment and get on-the-job experience in financial planning. It was Herb's feedback and support that paved the way for the other candidates who have followed him into these internships over the years. He has generously shared his expertise and experience and has provided us all with guidance and caring support.
As a company, we wish to honor his years of commitment towards servicing the needs of his valued clients with the highest degree of integrity. He has supported the growth of the practice in so many ways and we are grateful for his involvement in so many aspects of our success.
Please know that it is the intent of all of us at Shapiro Financial to continue to provide you with the same attentive, thoughtful and professional service that you have come to expect from Herb in the past. As always, please reach out to us with any concern or questions you may have.
As Herb moves into this next stage of his life, we wish him good health, peace of mind, and many happy new adventures.
And on behalf of all of us at SFSG, we say thank you.