We are pleased to introduce the newest member of Geometric’s team, Tracy Johnson.  As a Wealth Advisor, Tracy will focus on helping us to grow our practice area serving Partners and other senior professionals at top-tier consulting firms.  She is uniquely qualified to understand this audience.

In her most recent role, Tracy worked in corporate strategy and analytics at Ameriprise Financial in her hometown of Minneapolis.  Before that, Tracy was a consultant in the Chicago office of Bain & Company (both pre- and post-MBA at Northwestern University) and also spent time in strategy at Kraft Foods.  

While developing the strategy for Ameriprise’s financial advice offering, Tracy discovered a passion for financial planning and started considering a ‘second career’ on the front lines.  When Tracy was introduced to Geometric, she recognized how unique our firm is within the wealth management industry and believed that Geometric was the best place for her new career path.  We knew that she would be a great fit.  

Tracy is bright, engaging, and enjoys helping others.  She melds her analytics-driven mind with strong relationship-building skills that will benefit both current and future Geometric clients.  Her drive, energy, and kindness will also be a great addition internally.  We are lucky to have her.  

Part of Geometric’s promise is to only add advisors who can match the intellect and professional backgrounds of our hyper-accomplished clients.  It will forever limit our ability to grow, but we view it as our most important differentiator.  We are thrilled to have found such an advisor in Tracy.