Team Financial Planning
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 […]
Shannen Paul
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 […]
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®
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 […]