Michelle joined Geometric Wealth Advisors in 2019 and became a Partner in 2025. She spent the previous twelve years in various financial planning, analysis, and counseling roles, including positions in the non-profit sector and the US Department of Defense. She joined Geometric as an early employee because the firm’s high standards for holistic wealth management mirrored her own. She is motivated by building deep human connections and by helping clients align their wealth with their values.
Michelle specializes in serving Partners at Bain & Company and corporate executives.
Michelle lives in Northern Virginia with her husband and their two children. Outside of work, she spends all the time she can get with her family (ideally hiking or otherwise outside), or reading a book.