Marc joined Geometric Wealth Advisors in 2021 and became a Partner in 2026. He spent his early career in both advisor and back/middle office roles at a boutique wealth management firm. He was drawn to Geometric by the firm’s stellar industry reputation and the opportunity to elevate the employee experience through processes and technology. As Director of Business Operations, he leverages his broad industry background to streamline internal systems, empowering the team to focus its energy on serving clients. In his concurrent role as Chief Compliance Officer, he oversees the firm’s regulatory responsibilities.
Marc lives in Mesa, Arizona, with his wife and four children. He enjoys exercising, tending to his backyard garden, and sharing meals made with care alongside his family and friends.