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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 unbiased and only be given after thoroughly understanding client's goals, concerns, and dreams. Read More...

Michael Gerew Matthew Waldron, CRPS®
LPL Financial Advisor

Matthew joined LPL Financial in 2015 and the Retirement Geeks in 2016. Prior to joining LPL Financial, Matthew served as a Financial Advisor for a large Wall Street firm in their local Raleigh branch office.

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
Client Services Liaison
Executive Assistant to Jon Dewar

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...

RetirementGeeks Partners

Wat Keys Wat Keys, CFP®, CRPS®
401k Plan Consultant

Wat entered the financial services industry in 1983 as a financial planner. For the past 16 years, Wat has specialized in corporate retirement plans, adding his considerable expertise to his clients’ organizations as a trusted partner. Read More...

Al Howell Al Howell, CLU®, ChFC®
Life Insurance Consultant

With 30 years in the financial services business, Al is a member of the MDRT Court of the Table in 2008 ranking him in the top 10% of advisors.  As one of LLG’s most experienced partners he is often brought in to assist with more advanced insurance cases.  Read More...

Picture of German Garcia Fresco Dr. German Garcia Fresco, Ph.D.

German is an entrepreneur, financial services consultant, and a technology expert. He runs several companies in addition to his work with RetirementGeeks and he received his PhD from the University of North Carolina at Chapel Hill. Read More...   



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