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Our Team

Ron Geer RICP®

President

Kristine Geer M. Ed., CFP®

Financial Advisor

Randall E. Davey CAP®

Financial Advisor

Jonathan Heras

Financial Advisor

Todd “Heat” Seger

Financial Advisor,
Colonel, USAF (Retired)

Dan Chappelle RICP®

Financial Client Services

Sue Skeen

Client Care Specialist

Stephanie Hébert-Roscoe

Director of Operations/Compliance Manager

Sandra Johnson

Director of Client Services

We manage assets for individuals, non-profits and business owners, providing investment management and financial planning services.

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