Jen joined Geometric Wealth Advisors in 2021, became a Partner in 2025, and leads the firm’s tax team. Jen spent the previous seven years with PricewaterhouseCoopers (PwC) as a Senior Manager, where she worked closely with high-net-worth families on tax compliance and consulting, with a specialization serving private equity professionals. She left Big Four accounting to join Geometric because she saw the value of a more holistic offering. Jen enjoys the process of integrating tax compliance with forward-looking wealth management strategies to help clients navigate their tax needs.
Jen specializes in serving Partners at Bain & Company, Partners at McKinsey & Company, private equity professionals, law firm partners, and corporate executives.
Jen lives in Boston, Massachusetts, near her family and friends. Outside of the office, she enjoys listening to podcasts and country music, traveling, and playing (and watching) tennis.