Team Role: Business Operations

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…

Kenny joined Geometric Wealth Advisors in 2026. Prior to this, he built an extensive background in operations, IT, and systems architecture, serving as a Salesforce Administrator at Alera Group and Head of IT & Operations Manager at Hemington Wealth Management.  Kenny brings technical leadership and deep experience in designing secure, scalable, and user-centered solutions to…

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…