Will Lochte

CPA, CFP®
Senior Tax Associate

Will joined Geometric Wealth Advisors in 2025. After completing his studies at the College of Charleston, he began his accounting career at SC&H Group. There he discovered a passion for individual tax compliance and strategic tax planning. Will is energized by the continuous learning opportunities inherent in the tax field; the diverse needs of Geometric’s clients allow him to problem-solve across a wide variety of scenarios, researching and mastering unique tax topics every single week.

Will lives in Dallas, Texas. Outside of the office, he loves to strength train, play chess, watch documentaries and horror films, and spend time with family and friends.

Education

B.S., College of Charleston

Credentials

Certified Public Accountant (CPA)
Certified Financial Planner (CFP®)

Experience

SC&H Group – Staff Tax Accountant and Senior Tax Accountant