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RetirementGeeks Team

Jon Dewar Jon Dewar, MBA - President
LPL Financial Advisor

Jon Dewar founded what is now with partners in 2003 with the passionate idea that wealth management and financial planning advice must be objective and only be given after thoroughly understanding client's goals, concerns, and dreams. Read More...

David Grubbs David Grubbs, CPA, CFP®, CLU®, ChFC®
Tax Consultant, Branch Operations Manager

Dave has more than 30 years in the financial services field, his in-depth CPA knowledge helps everyone on our team handle client questions, especially those relating to how investments are impacted by estate and income taxes.

Heather Ragland Heather Ragland

Heather has been excelling in client services ever since graduating from East Carolina University Read More...

Rick Field Rick Field
Database and Analytics Manager

Rick Field has continuously improved his technical and computer skills ever since attending the SAE Institute of Technology and Lee University. Read More...



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