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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 heavily involved in tax planning for clients. In addition, he focuses on implementing tax strategies and processing tax returns for clients. During his time at GAM, he has also been named the assistant IT coordinator, helping with in-house technology problems the firm experiences. Brendan is a resident of Baltimore. An avid sports fan, he participates in many intramural sports around the Baltimore and surrounding areas.

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Who We are

Meet our dedicated and experienced team at Geier Asset Management. We handle tax planning, investment management, financial planning, and retirement plan services for clients nationwide.
Joseph N. Geier, CPA

President/Client Manager
Brian Woods

Vice President/Client Manager
Gregory Palacorolla, CFP®

Director, Wealth Management
Daniel Mules, CPA

Client Manager
Brendan Winkler, CPA

Portfolio Accountant
Deborah Kresslein

Portfolio Administrator
Julie Keller

Executive Assistant