Adam joined Geometric Wealth Advisors in 2024. While studying finance and investing at the University of Denver, he built a solid professional foundation through internships at the Securities and Exchange Commission (SEC) and at Agility, an investment firm. He was drawn to wealth management by a desire to apply his passion for financial markets toward creating better long-term outcomes for families, and was attracted to Geometric’s evidence-based investment philosophy. He enjoys translating rigorous data analysis into common-sense investment strategies.
Adam lives in Oxnard, California, near friends and family and just a short walk from the beach. He fills his free time taking hikes, playing chess, paddleboarding, and attending trivia nights.