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Ron-min

Ron Geer RICP®

President
Kristy-min

Kristine Geer M. Ed., CFP®

Financial Advisor
Randall-min

Randall E. Davey CAP®

Financial Advisor
Jonathan-min

Jonathan Heras

Financial Advisor
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Todd “Heat” Seger

Financial Advisor,
Colonel, USAF (Retired)
Dan-min

Dan Chappelle RICP®

Financial Client Services
Sue-min

Sue Skeen

Client Care Specialist

Stephanie Hébert-Roscoe

Director of Operations/Compliance Manager

Sandra Johnson

Director of Client Services

Office

19125 North Creek Pkwy, Suite 120
Bothell WA 98011

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Phone: (206) 486-2477

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