Team Trading & Business Operations
Dylan Goben
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, […]
Marc Dacanay
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 […]
Julie Higgins
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 […]