Brendan Winkler, CPA

Wealth Advisor, Director

Marriottsville, MD

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Designations

  • Certified Public Accountant

 

Work Experience

  • Joined the firm in 2021 following MAI’s acquisition of Geier Asset Management
  • Is a Certified Public Accountant and has spent his nine-year career focused on tax planning for clients

 

Education

  • Salisbury University, BA in Accounting

We look forward to learning about your financial goals.

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