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.
Claire lives in Fort Wayne, Indiana with her husband and young son.
Disclaimer: Financial Planners at Geometric provide valuable support around many financial planning topics. However, they do not provide investment advice on securities and are not investment adviser representatives under the Investment Advisors Act of 1940.