Geier Asset Management and Winpoint Financial have partnered with MAI Capital Management. Read more.
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 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.

Our Team
Schedule Your Complimentary Consultation Today
It’s never too early to start planning. Reach out to one of our advisors today to get your future started.

Complimentary Consultation Form

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