Ron Geer Jr., RICP®

President

206 486-2477
 

Kristine Geer, M. Ed., CERTIFIED FINANCIAL PLANNER™

Investment Adviser Representative

206 486-2477
 

Austin Dean, CERTIFIED FINANCIAL PLANNER™, ChFC® CLU® RICP®

Investment Adviser Representative

206 486-2477
 

Randall E. Davey, CAP® Chartered Advisor in Philanthropy®

Investment Adviser Representative

425 478-5668
 

Jonathan Heras

Investment Adviser Representative

253 961-4466
 

Todd “Heat” Seger

Investment Adviser Representative,
Colonel, USAF (retired)

702 204-1157
 

Stephen M. Waltar

Investment Adviser Representative

425 455-6788
 

Dan Chappelle, RICP®

 
425 418-5650
 

Gretchen Grisham

Client Experience Manager

206 486-2477
 

Debbie Hensley

Operations Manager

206 486-2477
 

 

Office Address

19125 North Creek Parkway, Suite 120
Bothell, WA
98011 United States