Firm
- - - Our Firm
- - - We are partners and fiduciaries on a mission to shape the future of advice to help make a significant and positive impact on the lives and well-being of our clients.
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Contact Us

Brendan Winkler, CPA

Wealth Advisor, Director

Marriottsville, MD

LET'S CONNECT

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.