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 acumen and behavioral coaching skills needed to help families prepare for the unexpected.
Junior was drawn to Geometric because of its evidence-based investment philosophy and commitment to excellence. He is a member of the firm’s Investment Committee.
Junior lives in Charlotte, North Carolina, near family and friends. He is a dedicated outdoorsman, and when not on the water or in the woods, he enjoys cheering on his favorite college sports teams, playing chess, and staying active alongside his fiancée and their dog.