Julie joined Geometric Wealth Advisors in 2022 and became a Partner in 2024. Before joining Geometric’s team, she and her husband (both former consultants) were clients of the firm and always appreciated how Geometric’s professional standards and culture mirrored the best of what they had experienced in consulting. With prior experience as both a management consultant and an operations executive, Julie deeply understands our clients’ needs and is uniquely suited to lead the firm’s business operations. She serves on the firm’s Leadership Team.
Julie lives in Barrington, Rhode Island, with her husband and their three children. She loves living near the ocean and can often be found running, skiing, playing tennis and trying to convince her kids to play a board game with her.