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The Geier Team

Executive Team

Joseph N. Geier, CPA

President/Client Manager

As one of seven children, Joe Geier appreciates the strength of family and the benefit of their support. This appreciation has formed the culture of his business and is evident in his relationships with clients. As a result, he has established himself as a trusted advisor. With a degree in Business Management from the University of Maryland, Joe joined the…

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Brian Woods

Vice President/Client Manager

Brian joined agent Ron Shapiro and baseball Hall of Famer Brooks Robinson at Shapiro, Robinson & Associates in 1981 where he spent over two decades learning the nuances of the unique financial opportunities and challenges professional athletes, media personalities and their families. He joined the Geier Asset Management team in 2002 and has continued his lifetime calling in developing and…

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Wealth & Portfolio Management

Gregory Palacorolla, CFP®

Director, Wealth Management

Greg joined the Geier Asset Management team in 2008. After graduating from Towson with a double major in business administration and sports management, he earned his MBA from the University of Baltimore, with a concentration in finance, and obtained his Certified Financial Planner ™ (CFP) designation shortly thereafter. Greg has worn many hats at Geier, spending time as a portfolio…

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Daniel Mules, CPA

Client Manager

Dan brings more than 25 years of experience in the areas of financial planning, investment management, taxes and estate planning to Geier Asset Management. He brings extensive experience in individual, corporate and partnership taxation on both the federal and state level. His passion is taking a client’s vision for their future, one firmly rooted in their personal goals, and helping…

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Brendan Winkler, CPA

Portfolio Accountant

Brendan joined the Geier Asset Management team nearly two years ago. He graduated from Salisbury University in 2012 with a bachelor’s degree in accounting and was a founding father of the Pi-Sigma Chapter of the Kappa Sigma fraternity. Brendan obtained his CPA license in Maryland in January of 2014. He currently holds the position of staff accountant, where he is…

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Deborah Kresslein

Portfolio Administrator

Deb joined Geier Asset Management in 2011, handling the administrative duties of asset management and client customer service, bringing with her experience in Human Resources management and insurance/financial planning. She graduated with a degree in business administration from Notre Dame of Maryland University with a concentration in human resource management. Deb lives in Westminster with her husband Bill and has…

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Julie Keller

Executive Assistant

As the executive assistant to Joseph Geier at Geier Asset Management since 1999, it’s fair to say that Julie has a hand in many aspects of the day to day activities. She began her career with the company working in accounting for four years before transitioning to assist Joe with additional responsibilities. Julie is driven by a “help desk” mentality…

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