Team Role: Advisory

Trevor joined Geometric Wealth Advisors in 2022 and became a Partner in 2026. He spent several years in the healthcare and consulting sectors, starting his career at Boston Consulting Group (BCG) and then working in a strategy & operations role at Mount Sinai Health Partners. With a longtime passion for personal finance, he moved into…

Tracy joined Geometric Wealth Advisors in 2021 and became a Partner in 2024. She previously worked in strategy and analytics as a Vice President at Ameriprise Financial, which followed her time as a Case Team Leader at Bain & Company. Tracy was initially attracted to financial planning because of her interest in the concept of…

Tom joined Geometric Wealth Advisors in 2018 and became a Partner in 2020. Tom started his career in wealth management, and post-MBA spent time in investment banking and management consulting. What initially attracted Tom to Geometric—and to the financial planning space in general—was a distinct pattern he noticed among his peers: many of his highly…

Patrick joined Geometric Wealth Advisors as employee #2 in 2016 and became a Partner in 2025. He spent the prior twelve years with Honeywell UOP, an energy consulting firm, where he worked in project management and corporate strategy roles. Driven by an endless curiosity for personal finance, Patrick left engineering consulting to apply his quantitative…

Michelle joined Geometric Wealth Advisors in 2019 and became a Partner in 2025. She spent the previous twelve years in various financial planning, analysis, and counseling roles, including positions in the non-profit sector and the US Department of Defense. She joined Geometric as an early employee because the firm’s high standards for holistic wealth management…

Jeff joined Geometric Advisors in 2026. He previously spent over a decade at Bain & Company, where he served as a Partner and head of the Seattle office. He also brings six years of experience in wealth management from his tenure at a boutique investment firm. Jeff was drawn to Geometric by the opportunity to…

Daniel joined Geometric Wealth Advisors in 2025. With a background in data analytics and teaching – and a longstanding passion for personal finance and investing – he pivoted into wealth advisory after seven years leading data, research, and business intelligence at the Relay Graduate School of Education. He made the career change with the desire…

Andrew founded Geometric Wealth Advisors in 2015 to build the type of firm he felt was missing from the industry—one defined by analytical rigor and specialized advice for his peers in consulting and finance. A longtime personal finance nerd and “Boglehead” (i.e., fan of Vanguard founder John Bogle and low-cost, index investing), Andrew originally learned…