Team Role: Portfolio Management

Michael joined Geometric Wealth Advisors in 2022. He spent the previous ten years in middle and back office roles at Northwestern Mutual and NextCapital. He was drawn to financial planning by the satisfying mix of logic and creativity, finding deep satisfaction in discovering clever ways to optimize a firm’s data and back-end processes to improve…

Junior joined Geometric Wealth Advisors in 2022. He spent the previous six years working in various roles at Vanguard, including as an investment analyst and wealth advisor. He was originally drawn to financial planning after watching his parents struggle to navigate the 2008–2009 recession without a financial background. That inspired him to acquire the financial…

John joined Geometric Wealth Advisors in 2025 after serving as Chief Investment Officer at Secfi, a wealth management firm specializing in serving tech professionals. Prior to that he was a Senior Investment Strategist at Dimensional Fund Advisors and a consultant at Bain & Company. John was drawn to Geometric by the opportunity to apply empirical…

Adam joined Geometric Wealth Advisors in 2024. While studying finance and investing at the University of Denver, he built a solid professional foundation through internships at the Securities and Exchange Commission (SEC) and at Agility, an investment firm. He was drawn to wealth management by a desire to apply his passion for financial markets toward…