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 them make that vision a reality. From finances to investments, estate planning to insurance, Dan uses his time-tested knowledge and experience to develop and achieve individual goals in all areas of wealth management. A graduate of the University of Baltimore, Dan lives in Stevensville, MD with his wife Linda. They enjoy spending time with their three children and two grandkids.