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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 that puts trouble-shooting and problem solving at the forefront. Because of that, she still remains the go-to contact for many of the firm’s clients. With a degree in social work from Millersville University, Julie believes that client relationships are number one. Julie lives in Westminster, MD with her husband, Tom.

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