Skip to main content
menu
Tel: 206-486-2477
Client Login
Home
About Us
Resources & Education
Non-Profit
Disruptive Economics
Contact
Our
mission
is to guide individuals and organizations to align the decisions they make around money to their purpose for it.
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
Sandra Johnson
Director of Client Services
Jordan Fish
Organizational Consultant to Non-Profits, Charities, and Foundations
Travis Hostutler
Director of Life Insurance Services
Erikka Boehme
Administrative Assistant
We manage assets for individuals, non-profits and business owners, providing investment management and financial planning services.
© 2023 Guide Advisors, Inc. All rights reserved.
