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Ron-min

Ron Geer RICP®

Co-Founder
Kristy-min

Kristine Geer M. Ed., CFP®

Co-Founder
Austin Dean-min

Austin Dean CFP®, ChFC®, CLU®, RICP®

Co-Founder
Randall-min

Randall E. Davey CAP®

Financial Advisor
Jonathan-min

Jonathan Heras

Financial Advisor
Toddgfg (1)

Todd “Heat” Seger

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

Dan Chappelle RICP®

Financial Client Services
Gretchen Grisham-min

Gretchen Grisham

Director of Operations

Debbie Hensley

Director of Client Care
Sue-min

Sue Skeen

Client Care Specialist

Stephanie Hébert-Roscoe

Compliance Manager

Pete Mathias

Paraplanner

Michael Rennaker

Paraplanner

Office

19125 North Creek Pkwy, Suite 120
Bothell WA 98011

Contact Info

Phone: (206) 486-2477
Fax: (425) 961-9006

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