Adam joined Geometric Wealth Advisors in 2024. While studying at the University of Denver, he built a strong foundation in finance, investments, and analysis while gaining valuable experience in portfolio management through an internship at Agility OCIO. He is passionate about financial literacy and common-sense investing. Adam is excited to contribute to Geometric’s portfolio management team through leveraging his analytical skills and passion for strategic investment management.

Adam lives in Oxnard, California near friends and family, just a short walk from the beach.