Team Financial Planning
Harrison Woodruff
Harrison joined Geometric Wealth Advisors in 2024 after graduating from Purdue with a degree in Finance. He discovered a passion for financial planning during his education and internship experience and joined Geometric to contribute his skills to a team dedicated to helping clients reach their financial goals. Harrison lives in Chicago, Illinois with his wife, […]
Adrian Pedroza
Adrian joined Geometric Wealth Advisors in 2025 after earning degrees from Harvard University in economics and psychology, and completing internships in consulting and tax. He joined Geometric to leverage his communication skills and investing knowledge to serve a familiar client base and help them achieve financial security while focusing on their own careers and families. […]
Alexa Schoeneborn
Alexa joined Geometric Wealth Advisors in 2024. Upon graduating from Villanova University with degrees in Economics and Psychology, she explored corporate finance at Quest Diagnostics before deciding to pursue her passion for financial planning. She joined Geometric to contribute to a team focused on excellence and to combine her interest in the analytical and personal […]
Mamie Odom
Mamie joined Geometric in 2024. After graduating with a Master’s in Economics, she began her career in the wealth management field supporting lead advisors at a comprehensive financial planning firm. Mamie is passionate about using evidence-based planning approaches to improve both quantitative and qualitative outcomes for clients. She joined Geometric to further expand her knowledge […]
Tendai Shirley Masangomai
Tendai joined Geometric Wealth Advisors in 2025. After earning her B.A. in Economics from Dartmouth College, she began her career in IT Recruiting, and later joined Morgan Stanley’s Fixed Income – Private Debt Coverage group, supporting private debt deals. Her experience across Finance and Human Resources deepened her appreciation for both the analytical and human […]
Alison Taylor
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 […]
Claire Nugent, CFP®, CIMA®
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 […]
Victoria Lipscomb
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 […]
Elisa Lundy, CFP®
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 […]