4969 US Highway 42 • Suite 2100 • Louisville, KY 40222
502-895-6644
502-897-9080

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.

JONATHON A. GEER
Founder & Managing Principal

Jonathon works with a select number of advisors around the country and services their clients with a total net worth of $25 million to over $1 billion.

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 closely with advisors and current clients and assists with on-boarding new clients.

ANN BRUMLEVE
Client Services

Ms. Brumleve excels at customer service, making necessary changes to coverage and works closely with clients handling policy service requests in addition to new business processing.