Brendan Winkler, CPA

Wealth Advisor, Director

Marriottsville, MD


Brendan is a Wealth Advisor based out of the Marriottsville, Maryland office. He joined the firm in 2021 following MAI’s acquisition of Geier Asset Management.

Brendan is a Certified Public Accountant and has spent his nine-year career focused on tax planning for clients.  He graduated from Salisbury University in 2012 with a BS in Accounting.

Brendan is an avid sports fan who participates in many intramural sports around Baltimore and the surrounding areas.

We look forward to learning about your financial goals.