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 after living overseas for a few years, Cristina joined Geometric to utilize and expand her […]
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 […]
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.