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 her passion for helping clients find peace of mind through well-designed and well-executed financial plans. She now leads the firm’s financial planning team and processes.
Elisa lives in Michigan with her husband and their three children. Her personal time is filled with reading, hiking, family game nights, and cheering on her kids at sporting events.
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.