JONATHON A. GEER
Founder & Managing Principal
Jonathon works with a select number of advisors around the county and services their clients with a total net worth of $25 million to over $1 billion.
THE BEST AND THE BRIGHTEST IN THE INDUSTRY
Our Insurance Specialists work closely with you and the rest of your team – attorneys, accountants, advisors and others – to ensure your clients find the appropriate strategy for their unique financial goals. From securing hard-to-place insurance policies for clients up to 86 years old to creatively sheltering assets from taxation, you can trust our team to always ascertain and recommend a suitable solution.
JASON K. GEER
Partner & Principal
Jason uses a holistic approach to assess clients’ insurance needs and cultivate a client-based approach that mirrors the core principles of GFS.
CHERYL HENSON
Executive Assistant
Ms. Henson works with advisors and current clients on product analysis, underwriting, and other matter, while also assisting with on-boarding new clients.
ANN BRUMLEVE
CLIENT SERVICES
Ms. Brumleve excels at customer service, making changes to coverage and working closely with clients to handle service requests and new business processing.