Team Role: Financial Planning

Victoria joined Geometric Wealth Advisors in 2023. After graduating with a degree in Financial Counseling and Planning, she gained experience working across the financial literacy and financial technology sectors. This included roles as a Helpdesk Product Specialist at eMoney and a Financial Literacy Coordinator at the University of California, Santa Cruz. She was drawn to…

Tendai joined Geometric Wealth Advisors in 2025. After earning her B.A. in Economics from Dartmouth College, she worked in recruiting and operations for an IT firm before transitioning into an Associate role in Morgan Stanley’s Fixed Income group. Her background in financial markets and human resources cemented her appreciation for both the analytical and human…

Mamie joined Geometric Wealth Advisors in 2024. After earning her Master’s degree in Economics from the University of Florida, she began her wealth management career as a Client Service Associate at Palisades Hudson Financial Group. She was drawn to Geometric by a passion for using evidence-based planning to improve the wellbeing of others. She appreciates…

Harrison joined Geometric Wealth Advisors in 2024 directly after graduating from Purdue University with a degree in Finance. Through his studies and a foundational internship at Financial Enhancement Group, Harrsion discovered a deep passion for financial planning. He joined Geometric to apply his analytical skills toward generating real-world, positive impacts for clients. Harrison lives in…

Elisa joined Geometric Wealth Advisors in 2020 and became a Partner in 2026. After graduating with a degree in Financial Counseling and Planning from Purdue University’s highly-ranked program, she worked as an extern with the Financial Planning Association and as a paraplanner at Phillips Financial. She joined as an early employee of Geometric to fulfill…

Claire joined Geometric Wealth Advisors in 2021 after graduating from Purdue University’s highly-ranked Financial Counseling and Planning program.  She chose to join Geometric because of the firm’s commitment to excellence, high professional standards, and analytically rigorous financial planning process. She especially enjoys seeing the analytical and personal sides of financial planning come together for clients.…

Alison joined Geometric Wealth Advisors in 2021. After earning her degree in Biology from American University, she began her professional career in the environmental sustainability space, serving as a Senior Environmental Manager for the Indiana Department of Environmental Management. She transitioned into wealth management because she appreciates how foundational financial clarity is to all other…

Alexa joined Geometric Wealth Advisors in 2024. After graduating from Villanova University with degrees in Economics and Psychology, she worked in corporate finance at Quest Diagnostics. She pivoted to financial planning in order to work more closely with clients while continuing to use her analytical skills, and was drawn to Geometric’s dedication to excellence in…

Adrian joined Geometric Wealth Advisors in 2025 after earning degrees in economics and psychology from Harvard University and completing internships in management consulting and tax preparation. He was drawn to financial planning by the opportunity to guide clients through critical milestones and decisions, and chose Geometric because of the firm’s commitment to excellence, clear communication,…