Geometric Wealth Advisors, LLC

Patrick Mc Gough is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2016. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, broadly diversified investment approach and supports multi-generational planning with in-house tax professionals and periodic estate-plan reviews.

John Morrison is a CFA® charterholder with eight years of industry experience. He is currently with Geometric Wealth Advisors, LLC, where he has worked since 2025, and previously held roles 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 wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related support. The firm follows a long-term, broadly diversified investment approach and maintains a national presence with ten offices.

Tracy Johnson is a CFP® professional at Geometric Wealth Advisors, LLC with five years of industry experience. Prior to joining Geometric Wealth Advisors in 2021, Johnson worked at Ameriprise Financial Services, Inc. for five years. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm emphasizes a long-term, broadly diversified investment approach and supports clients with in-house tax professionals and multi-generational estate planning.

Jeffrey Fortner is a CFA® charterholder and holds a Series 65 license, with eight years of industry experience. He currently works at Geometric Wealth Advisors, LLC as part of a 10-advisor team and previously spent 13 years at Bain & Company and eight years at Gould Asset Management LLC. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related support. The firm emphasizes a long-term, broadly diversified investment approach using primarily “passive, but not-indexed” mutual funds and ETFs, and maintains a national footprint with ten offices.

Fritzner Jean is a CFP® professional with six years of industry experience, currently serving as an advisor at Geometric Wealth Advisors, LLC. He previously worked at Vanguard from 2016 to 2022 before joining Geometric Wealth Advisors, where he has been since 2022. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm employs a long-term, broadly diversified investment approach and maintains a national presence with ten offices.

Andrew Leonard is a Certified Financial Planner® with 19 years of industry experience. He has been with Geometric Wealth Advisors, LLC since 2014 and previously worked at Classic Capital, Inc. from 2007 to 2015. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services. The firm follows a long-term, diversified investment approach using primarily passive mutual funds and ETFs, supported by an in-house tax team and periodic estate-plan reviews.

Adam Bederov is a financial advisor at Geometric Wealth Advisors, LLC in Oxnard, CA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Geometric Wealth Advisors, he held roles at the Securities Exchange Commission and Agility Outsourced Chief Investment Officer. Geometric Wealth Advisors provides personalized wealth management to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services supported by tax professionals and CPAs. The firm follows a long-term, broadly diversified investment approach and manages approximately $1.33 billion for 256 client households.

Trevor Sarif Killea is a financial advisor at Geometric Wealth Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Mount Sinai Health Partners and Boston Consulting Group. Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and in-house tax support. The firm employs a long-term, broadly diversified investment approach with a national presence across ten offices.

Michelle Pimentel is a CFP® professional with six years of experience at Geometric Wealth Advisors, LLC, working within a 10-advisor team based in Carmel, CA. She previously worked at Zeiders Enterprises, Inc. for eight years. Geometric Wealth Advisors offers personalized wealth management services to individuals, families, and trusts, combining discretionary investment management with financial planning and tax-related services supported by tax professionals and CPAs. The firm follows a long-term, broadly diversified investment approach and maintains a national presence through ten offices.

Daniel Stuckey is a financial advisor with Geometric Wealth Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to his current role, he worked in education for several years, including positions at Relay Graduate School of Education and Achievement First. Geometric Wealth Advisors provides personalized wealth management and financial planning to individuals, families, and trusts. The firm employs a long-term, broadly diversified investment approach, utilizing discretionary management, tax services, and estate-plan reviews, and manages approximately $1.33 billion for over 250 client households.