Team Wealth Mgmt
Trevor Sarif-Killea
Trevor joined Geometric Wealth Advisors in 2022. He spent several years as a strategy & operations generalist with a healthcare focus, both at BCG and then in the population health space at Mount Sinai Health Partners. When he realized that what he most enjoys doing is helping people optimize their personal financial lives, he pivoted […]
Michelle Pimentel
Michelle joined Geometric Wealth Advisors in 2019. She spent the previous twelve years in various roles in the financial industry, including financial analysis, planning, and counseling. She has been an advocate of holistic financial planning since starting her career at a non-profit financial counseling organization. Michelle lives in Northern Virginia with her husband, Ben, and […]
Patrick McGough
Patrick joined Geometric Wealth Advisors in 2016. He spent the prior twelve years with Honeywell UOP, an energy consulting firm. He left consulting – and his background in engineering – to apply his quantitative skills in a more personally meaningful way as a Wealth Advisor, a pursuit he had been studying and planning for many […]
Tracy Johnson
Tracy joined Geometric Wealth Advisors in 2021. She previously worked in strategy and analytics at Ameriprise Financial after two stints at Bain & Company and time on the strategic planning team at Kraft Foods. While working at Ameriprise, Tracy developed a passion for personal finance. She joined Geometric as a Wealth Advisor to apply her […]
Tom McAndrews
Tom joined Geometric Wealth Advisors in 2018. With prior experience in wealth management, investment banking, and management consulting, Tom recognized that many of his friends and colleagues did not have the time and/or expertise to manage their personal finances properly. He joined Geometric in an effort to fill that need. Tom lives in Denver with […]
Andrew Leonard
Andrew founded Geometric Wealth Advisors in 2015. He spent the prior eight years as a Partner with Classic Capital, where he served as a Wealth Advisor for high net worth families and individuals. He sold his stake in Classic to build a firm devoted entirely to serving his peers. Andrew lives in Washington, D.C. with […]