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Genevieve A. Herkert

Genevieve Herkert is the Director of Outsourced Accounting Services at CMPD Wealth Advisory and Tax, where she leads client service delivery across bookkeeping, payroll, and advisory functions. With nearly two decades of experience spanning financial planning and accounting, Genevieve brings a unique perspective that blends technical expertise with a client-first approach. She is passionate about building efficient systems, empowering small business owners with actionable insights, and guiding teams through rapid growth and change.

Director of Outsourced Accounting Services

Education

Bachelor’s Degree, Accounting; University of St. Thomas

Outside the office

Outside of work, Genevieve enjoys spending time with her two sons and husband. She can often be found reading, curled up with her three cats.

Blogs

Blog

Trump Accounts: What to Know and How They Fit Into Your Tax and Financial Plan

Trump Accounts are newly introduced tax advantaged savings accounts designed for children. While preliminary guidance has been issued, many details are still being interpreted, leaving families, professionals, and business owners with important planning questions.

Considering Alternatives Beyond Traditional Portfolios

Executives and business owners often build wealth through equity compensation, closely held business interests, or family-owned stock. Over time, portfolios can grow significantly while remaining tied to a narrow set of drivers.

When Real Estate Scale Outgrows Legacy Planning

Real estate families are exceptionally good at acquiring assets. They understand deals, financing, and market dynamics. As portfolios grow across entities and family members, however, the challenge rarely sits with acquisition skill.

Reframing Retirement Income for Business Owners

For many business owners, retirement is not a single event. It is a gradual shift from active involvement to a more passive role, often while business ownership, real estate holdings, and retirement accounts remain firmly in place. This transition introduces layers of complexity that traditional retirement planning models rarely address.