Team Operations
Michael Matson
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 […]
Bailey Wise
Bailey joined Geometric Wealth Advisors in 2024. Prior to joining Geometric, Bailey has spent the last nine years investing in her community as a dedicated educator. Bailey joined Geometric excited to contribute her detail-oriented communication and organizational skills to a team renowned for their high standard of excellence in the financial industry. Bailey lives in […]
Ali Wellington
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.
Isabelle Sears
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 […]
Jacklyn O’Neill
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 […]
Ashley Kennedy
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.