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.