Geometric Wealth Advisors, LLC

Patrick Mc Gough is a CFA® charterholder with 10 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2016, where he is part of a team of nine advisors based in Arlington Heights, IL. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification through passive, but not indexed, mutual funds and ETFs, and integrates tax and estate planning support, including CPA-assisted services, within its comprehensive financial planning.

John Morrison is a CFA® charterholder with eight years of industry experience. He is currently with Geometric Wealth Advisors, LLC and has prior experience at Secfi Advisory Limited, Secfi Securities, LLC, and Dimensional Fund Advisors. Outside of his advisory work, he manages residential rental properties in Austin, Texas. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management alongside comprehensive financial, tax, and estate planning services. The firm emphasizes long-term investing with diversified, primarily passive mutual funds and ETFs, supported by integrated tax professionals and CPAs.

Tracy Johnson is a CFP® and Series 65-licensed financial advisor with four years of industry experience. She has worked at Geometric Wealth Advisors since 2021 and previously held roles at Ameriprise Financial Services and Bain & Company. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management, comprehensive financial planning, and integrated tax and estate planning support. The firm emphasizes long-term investing and broad diversification, utilizing passive mutual funds and ETFs, and serves both non-high-net-worth and high-net-worth clients across nine offices.

Fritzner Jean is a CFP® professional with one year of experience, currently serving as an advisor at Geometric Wealth Advisors, LLC. He previously worked at Vanguard for six years and attended Earlham College. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification, offering discretionary investment management alongside comprehensive financial, tax, and estate planning services.

Andrew Leonard is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Geometric Wealth Advisors, LLC since 2014. He holds a Series 65 license and is based in Washington, DC. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, offering discretionary investment management, comprehensive financial planning, and integrated tax and estate planning support. The firm emphasizes long-term investing with diversified, “passive, but not-indexed” mutual funds and ETFs, supported by a multi-office platform and coordinated tax professional services.

Trevor Sarif Killea is a financial advisor at Geometric Wealth Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Mount Sinai Health Partners, Boston Consulting Group, and Decision Resources Group. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification, using passive, but not indexed, mutual funds and ETFs, and integrates tax and estate planning support within its comprehensive financial services.

Michelle Pimentel is a CFP® professional with six years of experience at Geometric Wealth Advisors, LLC. Her prior roles include positions at Zeiders Enterprises, Inc. and the US Department of Defense. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification, utilizing discretionary investment management supported by integrated tax and estate planning services.

Daniel Stuckey is a financial advisor at Geometric Wealth Advisors, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he worked in education roles at Relay Graduate School of Education and Achievement First and was affiliated with the University of Pennsylvania. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification through passive, non-indexed mutual funds and ETFs, integrating tax professionals and CPAs into its comprehensive financial planning approach.

Thomas Mcandrews is a CFA® charterholder with seven years of industry experience. He has worked at Geometric Wealth Advisors, LLC since 2018 and previously at Oliver Wyman from 2014 to 2018. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, serving both non-high-net-worth and high-net-worth clients. The firm emphasizes long-term investing and broad diversification through discretionary management, financial planning, and integrated tax and estate planning services.