Izzy joined Geometric Wealth Advisors in 2023. She previously worked in operations at a global litigation funding firm and at a fractional operations provider to wealth management firms. She joined Geometric to follow her passion for holistic financial planning at a firm with extremely high standards. She is energized by the behind-the-scenes magic of systems, processes, and strategy.
Isabelle lives in Bozeman, Montana with her husband. In her free time, she embraces everything the outdoors has to offer—frequently going hiking, camping, and fly fishing. She also loves to travel.
