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Our Vision
A world in which every person is fulfilling their purpose.
Our Mission
To empower people to live in freedom through guidance, education and coaching.
Our Values
Extraordinary Care
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Wisdom
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Transparency
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Fierce Compassion
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Protection
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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