Our Philosophy: Education and Coaching
A good financial plan provides framework for success in your financial future. We place strong value on helping educate and coach clients with the knowledge and behaviors necessary to make their plan work well.
We believe that success does not come from knowledge alone, but on how we act on the knowledge.
Our Process:
Our process is simple. We start off with a 15-minute consultation, initiated by either a personal introduction from existing clients, or by attending one of our educational workshops. We are more concerned about the relationship fit than net worth. We want to make sure that before we choose to enter into a relationship with a new client that they will have the mindset necessary to make their investment or financial plan successful.
Ron Geer Jr., RICP®
President
Ronald L. Geer, Jr.’s dream of flying in the military ended with a skiing accident his senior year in college. Undeterred, he adjusted his sights.
On the heels of college graduation, Ron started Geer Financial Group, Inc. through which he provided mortgages, life and disability insurance and investment counsel. Through time, he grew disenchanted with investment schemas that were suboptimal at best.
Scottsdale based Matson Money proved to be the solution for which Ron was looking. In 2012, Ron became a co-advisor with Matson, renown for ‘academic investing,’ based on the Nobel Prize winning work of University of Chicago’s Drs. Harry Markowitz and Eugene Fama.
Since that time, Ron has collaborated extensively with medical professionals, C-Suite executives, and charities.
In 2020, Ron changed the name of the firm to Guide Advisors, a name that reflects Ron’s work as a wealth coach and educator. As a ‘Guide,’ Ron helps personal and institutional investors understand the extent to which they are optimizing opportunity, managing risk, and protecting assets – or not.
Ron and Kristy reside in Woodinville, Washington. They are parents to three children, and enjoy time with family, friends, and the great outdoors.
Kristine Geer, M. Ed., CERTIFIED FINANCIAL PLANNER™
Investment Adviser Representative
Kristine Geer's roles as a professional educator, researcher in statistics and financial education, and parent advocate for her daughter with special needs have led to her career as a financial advisor. Kristy began her professional life following her interest in youth and education. She taught math, science, and health to secondary students, receiving the Silver Knight Award for her work above and beyond professional expectations. Her concern about the lack of preparation for youth regarding their financial futures inspired her to make this the focus of her Master's degree from the University of Washington. In 2008, she and her husband added to their family of four with the adoption of a daughter from Thailand.
Kristy has been recognized for contributions to statistical research on large data sets, written and taught youth financial education curriculum, and served on the boards of Redwood Family Church and Woodinville Family Preschool. She lives in Woodinville, Washington, with her husband and three children. In her spare time she enjoys backpacking, hiking, growing food, and cooking with her family.
Randall E. Davey, CAP® Chartered Advisor in Philanthropy®
Investment Adviser Representative
Randall is a public speaker, essayist, coach and financial advisor. From 1975-2002, he served congregations as a parish pastor in Ohio, Kansas, Pennsylvania and Washington. Concurrent with those assignments, he was adjunct professor at three universities in the United States and guest lecturer at colleges in Germany, Trinidad and Russia.
Before joining Geer Financial Group, Randall was President of a financial services firm in Seattle. He lectures to and consults with dentists, physicians, and select business owners. As a Chartered Advisor in Philanthropy, Randall devotes 10% of his time working with donors to charitable organizations – most notably, Food for the Hungry.
Randall primarily audits in-place financial plans and products to identify the extent to which a client may be forfeiting money unnecessarily either to the government or financial institutions. He ascribes to the Modern Portfolio theory and an academic approach to investing.
Randall and Bonnie live at the base of Red Mountain in Las Sendas (Mesa), Arizona. They are parents to three children and grandparents to four boys and a girl.
Jonathan Heras
Investment Adviser Representative
Jonathan Heras has enjoyed a career in financial services since graduating from Whitman College in 2005 with a degree in physics. From portfolio research and developing financial plans to ensuring a smooth onboarding and servicing process for our many valued clients, Jonathan is instrumental to the client experience at Geer Financial Group, Inc.
He and his wife, Devon, enjoy visiting the many great wineries around their hometown of Woodinville, raising their son, Weston, and cheering on their Seattle sports teams. As an avid golfer and philanthropist, Jonathan also frequents the fairways of Bear Creek Country Club and volunteers weekly with the Bellevue Breakfast Rotary Club.
Todd “Heat” Seger
Investment Adviser Representative,
Colonel, USAF (retired)
Todd started his lifetime career of serving others as an officer and pilot in the United States Air Force. An elite graduate of the United States Air Force Academy, he went on to serve 25+ years as an officer and F-16 fighter pilot before retiring as a Commander. He served five combat tours in the F-16, was a Weapons School Flight Instructor at the prestigious United States Air Force Weapons School, and served fifteen years as an operational test pilot in the F-16. During his military career, he earned a Master’s Degree from Embry Riddle Aeronautical University and traveled all over the world. Todd specializes in leadership, coaching, and teaching. He leads Geer Financial Group clients using a team approach that applies meticulous and academically sound principles.
Todd and his wife Erica reside in Tucson, Arizona. They have four children varying in age from 21 to 5. When Todd isn’t working to save American families and their investments, you’ll find him coaching/playing on the soccer field, supporting the lives of his kids and spouse, and exercising his body and mind by mentoring and teaching at the local bases and schools.
Dan Chappelle, RICP®
Dan joined Geer Financial Group, Inc. after spending many years working in finance and operations with Fortune 100 companies. The client-first approach at Geer Financial Group, Inc. was an instant match with his own passion for helping others. “Putting our clients’ needs and desires above all else is critically important to me,” he says. “I believe in an empathetic approach in working both with families and business owners. The impact is multi-generational!”
Once upon a time, Dan met his wife Ellen while they were both entertainers on a cruise ship. That makes for some interesting storytelling. They currently reside in Edmonds, WA, with their golden retriever/border collie mix, Maverick, a gifted problem solver. Dan pours his spare time into the kids in his community, coaching jazz musicians in the Edmonds School District.
Sue Skeen
Sue Skeen spent the first part of her adult life as a wife, mother of three children and full-time volunteer in her community, local church and schools. As her children reached college age, she joined the work force as an Account Manager for a national pharmaceutical wholesaler where she worked for 23 years.
Sue joined Geer Financial Group in an office support role because of her strong belief in the importance of the guidance provided and relationships established with families and individuals as they work to implement wise investment strategies.
