The Geometric Blog

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 the financial planning space.

Elisa lives in Michigan with her husband, Kyle, and her children Kane, Cooper, and Elin.