Broker Check
Geri Valdez

Geri Valdez

Client Liaison

Geri has a mind for solving problems. Over the course of 20 years in the financial industry she has developed a repeatable and reliable system for addressing client’s needs and getting results from complex problems. Her methods consist of three primary steps; listen, logic, and resolution. Having joined Fox-Smith Wealth Management in 2020, these skills are the cornerstone of her contribution to the team. Methodologies such as these do not come from a book, but from a passion for assisting others and a deep sense of satisfaction from helping our clients pursue their financial goals.

Prior to joining the firm, she attained industry knowledge and familiarity with the complexities of the business from several of the large retirement houses, most recently with TIAA, where she worked in areas that would put her as close to clients as possible. She found that positions in customer care related departments suited her, where she was able to assist clients who had been experiencing financial difficulty or irregularity. She began her affiliation as a registered representative in 2006, holding a FINRA series 6 and series 63.

Geri was born and raised in Colorado where she met her husband, Vince and had a daughter, Vinette. She is a grandmother to three beautiful children. She enjoys spending time with her family and riding the open roads of the country on her Harley Davidson with her husband.