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 …
Kristine Geer M. Ed., CFP®
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 …
Randall E. Davey CAP®
Randall is a financial advisor and investor coach with Guide Advisors. For nearly twenty years, he has enjoyed a business relationship with Ron and Kristine Geer, two of the founders of Guide Advisors. Though most of Randall’s clients are doctors of dentistry, medicine, or ministry, he also serves leaders and boards of faith-based charities. Randall and his wife, Bonnie, live …
Jonathan Heras
Jonathan Heras has enjoyed a career in financial services since graduating from Whitman College in 2005 and has been affiliated with Guide Advisors since 2016. With a penchant for complex financial planning matters, Jonathan is instrumental in our team approach to serving our clients. He resides in Coeur d’ Alene, ID, with his wife Devon, son Weston, and daughter Lyla. …
Todd “Heat” Seger
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 …
Dan Chappelle RICP®, CLTC®, CLU®
I love hearing about the goals and aspirations of our clients, their work endeavors, and their deepest passions. I’m focused on taking extreme care to ensure that our clients’ interests are well-served. Our industry can move and change quickly, so I’m dedicated to constant learning. I listen carefully and watch closely in order to join each client I work with in their individual journey. Understanding their perspective helps me to better personalize the …
Sandra Johnson
Prior to joining Guide Advisors, Sandra Johnson worked as an elementary education teacher, with her bachelor’s degree in English/Comparative Literature and master’s degree in teaching. For thirty years she worked with first and fourth grade students, students in special education, and she established a kindergarten-first grade transition classroom for students with special needs. Sandra’s career in education was guided by …
Jordan Fish
Jordan Fish is a CERTIFIED FINANCIAL PLANNER™, a resident of Illinois, an active member of the Chicago Council on Planned Giving, and a 17-year veteran in University Advancement, Admissions, and Foundation offices. He holds a B.S. degree and an M.B.A. from Olivet Nazarene University. He completed postgraduate work at DePaul University to enhance his work with Family Philanthropy along with …
Travis Hostutler
Travis Robert Hostutler leads Guide Advisors Life Insurance Division. For the past 18 years, he has educated clients on the nuances of life insurance contracts and policies while conducting joint work with other insurance agents. He demonstrates ways in which polices can be designed to highlight both living and death benefits. Hostutler consults on Disability Insurance as well. Travis lives …
Erikka Boehme
Since 2017 Erikka Boehme has worked for Fuller Bentley, PLLC running the front office and providing support to staff and clients alike. In 2022, Erikka joined the Guide Advisors team as an Administrative Assistant, where she provides assistance to financial advisors allowing them the opportunity to focus on giving excellent service to their clients. She finds enjoyment in being a …