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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 financial team of a large sports management firm, working with some of the biggest names in Major League Baseball. The attainment of his CPA license coupled with seven years of experience with Shapiro, Robinson & Associates provided him with the financial, tax, and accounting experience needed to form his own firm. Joe’s team continues to grow with employees that maintain his same passion, all while providing a comprehensive level of service for his clients. Joe is extremely excited about the growth of Geier Asset Management thus far and is eager to continue its expansion.

For nearly 25 years, Joe has prided himself in developing effective strategies for his clients and their families so they are able to achieve their financial, business, and philanthropic goals. His leadership and expertise in assisting clients with investment advisory, income tax planning, and entrepreneurial ventures has contributed to the reputation the firm has developed in the financial services industry. Joe is a member of the AICPA and MACPA, on the Board of Trustees at Mount De Sales Academy and has been actively involved in several local charities and organizations such as The Cal Ripken, Sr. Foundation. Joe resides in Ellicott City, MD with his wife, Pam, and their three daughters.

Our Team
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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