Team Role: Client Operations

Izzy joined Geometric Wealth Advisors in 2023. She previously worked in operations at a global litigation funding firm and at a fractional operations provider to wealth management firms.  She joined Geometric to follow her passion for holistic financial planning at a firm with extremely high standards. She is energized by the behind-the-scenes magic of systems,…

Bailey joined Geometric Wealth Advisors in 2024. Prior to Geometric, she spent nine years serving her community as a dedicated educator. Bailey joined the firm to contribute her detail-oriented communication and organizational skills to a team renowned for its high standard of excellence. She enjoys working behind the scenes to ensure clients meet their unique…

Ashley joined Geometric Wealth Advisors in 2017 and became a Partner in 2025. After graduating from Texas Tech’s highly-ranked financial planning program, she worked as a client service representative and loan administrator at a community bank. She quickly realized that an operations role at an RIA firm would be a better fit for her skills…

Ali joined Geometric Wealth Advisors in 2022. She spent the prior three years working as a speech-language pathologist, deepening her interpersonal communication skills. At Geometric she is able to apply those foundational skills directly to the firm’s processes and communications. Ali finds immense satisfaction in operating behind the scenes to streamline multi-step processes into smooth,…