Our Team

Kimberly is a founding partner of Financial Strategies Group and has dedicated over 35 years of her career to addressing her client’s unique financial needs and helping them find financial independence.

Kimberly prides herself on providing sound financial advice; built on a foundation of trust between client and advisor. Offering her skills as a financial counselor, business investment coach, and custom financial planner.

To get in touch with Kimberly, email Kimberly@FSGPlanners.com or call 954-888-4680.

As partner and co-founder of Financial Strategies Group, Hank is deeply committed to helping his clients understand and plan for a financial future that is aligned with their goals. Hank offers individuals, couples, and business owners a comprehensive financial plan based on his own professional and personal experiences.

Raising awareness and funds for Alzheimer’s research has become another passion of Hank’s. He has previously served on the board of the Alzheimer’s Association Southeast Florida chapter and continues to act as team coordinator for Financial Strategy Group’s local Broward Alzheimer’s Walk team.

To get in touch with Hank, email Hank@FSGPlanners.com or call 954-888-4680.

Chris joined our team in the Fall of 2018 as the Business Development Coordinator in FSG’s Financial Planning department. In the Summer of 2019, he finished earning his own CFP^® designation.

He spent his first 3 years in the asset management industry working at Eaton Vance in Boston as an internal wholesaler, gaining knowledge and experience in financial planning at a global corporation.

Chris has been instrumental in applying his own professional background to add value and insight to our firm.

To get in touch with Chris, email Chris@FSGPlanners.com or call 954-888-4680.

Nicholas joined Financial Strategies Group in 2013. Prior to joining the FSG team, he attended Florida State University, graduating with a degree in Political Science and a minor in Business. Nick now serves as a Financial Advisor with FSG, supporting Hank and Kim and our firm in providing the highest level of service to our clients.  He also manages our Financial Planning team, where we continue to emphasize the importance of ongoing Financial Planning.

With intergenerational planning being one of our top priorities for the firm, Nick also works with our client’s children as well as young professionals that want guidance and top-tiered advice. Nick is dedicated to providing a unique and rewarding experience for our clients, one that displays our dedication and understanding of what matters most to our clients.

To get in touch with Nick, email Nick@FSGPlanners.com or call 954-888-4680.

Matt joined our team at the start of 2022, assisting the financial services department and aiding our team with new plans and plan updates. Before joining FSG, Matt played Division 1 college football in New York, where he served as the team captain; upon graduating with cum laude honors, he went directly into the financial planning industry, working for Northwestern Mutual.

Coming from the insurance industry, Matt has first-hand risk management experience. Matt is passionate about the need to address a client’s financial picture through comprehensive planning.

To get in touch with Matt, email Matt@fsgplanners.com or call 954-888-4680.

Jenni joined the FSG team at the end of 2018 as our marketing strategist. She leads the firm’s marketing and public relations efforts, creates content to promote the partners thought leadership and manages all daily social media interactions.

Prior to this, she was working in Boston at an advertising agency that specialized in planning and buying media across the financial services industry. In her time there, she gained invaluable knowledge in the financial markets and oversaw the success and effectiveness of various client’s advertising strategies.

To get in touch with Jenni, email Jenni@fsgplanners.com or call 954-888-4680.

Jocelyn joined Financial Strategies Group in the Summer of 2021 as our Client Services Associate and has since played a vital role in coordinating our interaction with clients and ensuring they have the best experience possible with us.

Originally from Irmo, South Carolina, she previously provided operational support for a company that delivered HR & Benefits solutions to small and mid-size businesses.

She has become a great addition to our Operations Department and growing team at FSG.

To get in touch with Jocelyn, email Jocelyn@fsgplanners.com or call 954-888-4680.

For those of you who have known Melissa throughout the years, she has continued to be a dedicated and integral part of FSG. Missy brings a wealth of experience and a deep commitment to client satisfaction. Each day she excels at understanding and addressing the unique needs of each of our clients, providing them with the guidance and support necessary to achieve their financial goals.

Her enthusiasm and passion for helping others shines through everything she does, truly making her a valued and respected member of our team.

To get in touch with Missy, email Melissa@fsgplanners.com or call 954-888-4680.

With more than 13 years of experience in the financial industry, Carrie strives to be a valued team member for all advisors and staff she supports. Whether she’s answering a client’s inquiries or placing a trade request for an advisor, her focus is to alleviate the workload for advisors and staff for a more productive environment. Carrie enjoys building relationships with advisors, staff, and clients to create a more streamlined approach to service their needs.

To get in touch with Jocelyn, email Carrie@fsgplanners.com.