Meet the Team | Gesa Investment Services - Experienced Financial Advisors

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Karee Eliason

Wealth Advisor

(509)713-4544

k.eliason@gesainvestments.com

Karee began her career in financial services providing administrative support for a Financial Advisor. Becoming a registered financial professional in 2011, she joined Gesa Investment Services in 2016. Before making the shift to...

Matthew Minter

Wealth Advisor

(509)713-9257

m.minter@gesainvestments.com

Matt earned his Bachelor of Business Administration in Financial Services from the University of North Texas and has been a registered financial professional since 2010. Relocating to the Tri-Cities area from his home in Dallas, Texas...

Sam Pegg

Wealth Advisor

(509) 666-8404

s.pegg@gesainvestments.com

With nearly a decade of experience in the financial services industry, Sam is an Investment Advisor dedicated to helping individuals, families, and businesses make confident, informed financial decisions. Since beginning his career in...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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