Alison joined Geometric Wealth Advisors in 2021. After earning her degree in Biology from American University, she began her professional career in the environmental sustainability space, serving as a Senior Environmental Manager for the Indiana Department of Environmental Management. She transitioned into wealth management because she appreciates how foundational financial clarity is to all other spheres of life and enjoys the process of getting to know clients personally. Alison chose to build her career at Geometric because of its commitment to excellence and collaborative, close-knit team culture.
Alison lives in Champaign, Illinois with her family. She spends her free time reading, being outside, traveling, and being with family.
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.