Andrew founded Geometric Wealth Advisors in 2015.  He spent the prior eight years as a Partner with Classic Capital, where he served as a Wealth Advisor for high net worth families and individuals.  He sold his stake in Classic to build a firm devoted entirely to serving his peers.

Andrew lives in Washington, D.C. with his wife, Shelley, and daughters, Eve and Brooke.

Tom joined Geometric Wealth Advisors in 2018. With prior experience in wealth management, investment banking, and management consulting, Tom recognized that many of his friends and colleagues did not have the time and/or expertise to manage their personal finances properly.  He joined Geometric in an effort to fill that need.

Tom lives in Denver with his wife, Sandy, and daughter, Thea.

Tracy joined Geometric Wealth Advisors in 2021.  She previously worked in strategy and analytics at Ameriprise Financial after two stints at Bain & Company and time on the strategic planning team at Kraft Foods.  While working at Ameriprise, Tracy developed a passion for personal finance.  She joined Geometric as a Wealth Advisor to apply her interest in financial planning to a client population she knows and understands well (current/former consultants).

Tracy lives in Minneapolis with her dog, Finley, and near her family and friends.

Patrick joined Geometric Wealth Advisors in 2016.  He spent the prior twelve years with Honeywell UOP, an energy consulting firm.  He left consulting – and his background in engineering – to apply his quantitative skills in a more personally meaningful way as a Wealth Advisor, a pursuit he had been studying and planning for many years.

Patrick lives in the suburbs of Chicago with his wife, Kimberly, daughter, Riley, and son, Colin.

Michelle joined Geometric Wealth Advisors in 2019. She spent the previous twelve years in various roles in the financial industry, including financial analysis, planning, and counseling. She has been an advocate of holistic financial planning since starting her career at a non-profit financial counseling organization.

Michelle lives in Northern Virginia with her husband, Ben, and their two children, Max and Hazel.

Trevor joined Geometric Wealth Advisors in 2022. He spent several years as a strategy & operations generalist with a healthcare focus, both at BCG and then in the population health space at Mount Sinai Health Partners. When he realized that what he most enjoys doing is helping people optimize their personal financial lives, he pivoted into financial planning and joined Geometric.

Trevor lives in New York City with his wife, Carolyn, and son, Alexander.

Jen joined Geometric Wealth Advisors in 2021.  She spent the previous seven years with PricewaterhouseCoopers, working with high-net-worth individuals and families on tax compliance and consulting.  Jen joined Geometric to use her tax expertise to help clients navigate their tax needs.

Jen lives in Boston near family and friends.

Grace joined Geometric Wealth Advisors in 2023. Her passion for taxes started while she was a Financial Specialist for the USAF and volunteered at the Wright-Patterson Air Force Base Tax Assistance Center. That opportunity led to tax preparation and planning for high-net-worth clients at Truepoint Wealth Counsel. Grace then joined Geometric, where she blends her interests in taxes and technology to enhance solutions for clients and employees.

Grace lives in Dayton, Ohio, near her family and friends and where she can enjoy her love for training horses.

Cristina joined Geometric Wealth Advisors in 2022. While obtaining an accounting degree, she volunteered with the IRS initiative Volunteer Income Tax Assistance program and realized her passion for taxes. She then went on to explore different avenues of accounting and worked as a Legislative Audit Intern for the State of Utah, evaluating the efficiency and effectiveness of multiple governmental programs. After living overseas for a few years, Cristina joined Geometric to utilize and expand her tax skills and knowledge.

Cristina lives in Honolulu, Hawaii, with her husband, Kevin, and their dog Basil.

Junior joined Geometric Wealth Advisors in 2022. He spent the previous six years with Vanguard in various roles, including as an advisor and investment analyst. While at Vanguard, Junior developed an affinity for the efforts involved with financial planning, investment analysis, and behavioral coaching. Junior joined Geometric to leverage his wealth management experience in helping clients with their investment management needs.

Junior lives in Charlotte, North Carolina, with his dog, Leo, near family and friends.

Elisa joined Geometric Wealth Advisors in 2020. After graduating with a Financial Counseling and Planning degree, she worked as a paraplanner supporting wealth advisors in the creation and delivery of financial plans. After taking time off to focus on family, Elisa joined Geometric to relaunch her career and pursue her goal of helping others within the financial planning space.

Elisa lives in Michigan with her husband, Kyle, and her children Kane, Cooper, and Elin.

Claire joined Geometric Wealth Advisors in 2021. During her time as a Financial Counseling and Planning student and through multiple internship experiences, Claire has developed a passion for serving others through financial planning. Claire especially enjoys seeing the analytical and personal sides of financial planning come together to help clients achieve their goals.

Claire lives in Fort Wayne, Indiana with her husband, Jacob.

Alison joined Geometric Wealth Advisors in 2021. After graduating with a degree in Biology, she worked as a grant administrator in the environmental field. She joined Geometric to pursue her interest in financial planning and help clients make informed decisions to meet their goals.

Alison lives in Champaign, Illinois, with her dog, Derby, near family and friends.

Victoria joined Geometric Wealth Advisors in 2023. After graduating with a degree in Financial Counseling and Planning, she worked in the financial literacy and financial technology spaces. Victoria then joined Geometric to utilize her planning knowledge and make an impact through holistic financial planning.

Victoria lives in Chicago with her dog, Poppy, near family and friends.

Shannen joined Geometric Wealth Advisors in 2022. She has an operational and legal background from various roles at global financial services companies, including Private Equity, Investment Banking, Wealth Management, and Insurance. Shannen is passionate about holistic financial planning, particularly as it relates to people's personal relationships with money and how that contributes to their life decisions, experiences, and well-being.

Shannen lives in Wesley Chapel, Florida, with her husband Nathan and cats, Asher and Baela.

Ashley joined Geometric Wealth Advisors in 2017. After graduating with a degree in Financial Planning, she worked as a jack-of-all-trades at a community bank.  She joined Geometric to pursue her passion of ensuring organizational efficiency within the financial planning space.

Ashley lives in northeastern New Mexico with her husband, Casey, and sons, Nathan and Grady.

Jacklyn joined Geometric Wealth Advisors in 2022. While studying at UCCS, she gained business experience in real estate, investments, and banking through various part-time jobs and internships. After graduating with a degree in Business Management & Finance, she explored the world of accounting, but ultimately realized her passion for helping others would best apply to a career in Finance. She joined Geometric to pursue her interest in financial planning and make an impact by creating operational efficiencies.

Jacklyn lives in Colorado with her dog, Zuko, near family and friends.

Isabelle joined Geometric Wealth Advisors in 2023. She gained valuable operational and investor relations experience with a global litigation funding firm and then worked in operations and client services in the wealth management space. She joined Geometric to continue pursuing her interest in wealth management and to leverage her passion for holistic financial planning and operational excellence.

Isabelle lives in Bozeman, Montana, with her husband, Kyle.

Ali joined Geometric Wealth Advisors in 2022. She spent the prior three years working as a speech-language pathologist in healthcare and education settings. She joined Geometric to utilize her communication skills in the financial planning space and to pursue her interest in operations.

Ali lives in Oregon with her husband, Britton.

Michael joined Geometric Wealth Advisors in 2022. He spent the previous ten years in middle and back office roles at Northwestern Mutual and NextCapital. During this time, Michael found an appreciation for the intersection of technology and finance and is excited to explore its possibilities at Geometric Advisors.

Michael lives in Chicago near family and friends.

Julie joined Geometric Wealth Advisors in 2022. With experience as a consultant and as an operations leader for management consulting firms, Julie not only understands our clients, but also brings the skills necessary to manage the firm's operations and ensure Geometric is poised to deliver the optimal client experience.

Julie lives just outside Boston with her husband, Rob and three children, Jack, Molly, and Alice.

Marc joined Geometric Wealth Advisors in 2021. He spent the prior ten years in both advisor and back/middle office roles at MRA Associates, a boutique wealth management firm headquartered in Phoenix, Arizona. He joined Geometric to optimize the team’s time around business operations as they optimize clients’ time around finances.

Marc lives in Arizona with his wife, Angela, and his children Caleb, Ezekiel, and Anna.

Dylan joined Geometric Wealth Advisors in 2024. With an educational background in Business Administration and Psychology, as well as professional experience in both Operations and Administrative roles, he found a passion for supporting the day-to-day operations of businesses by refining processes and creating long-term and sustainable workflows.

Dylan lives in Milwaukee, WI with his partner, Austin, and their French foreign exchange student, Felix.