Dan Mules, CPA

Senior Wealth Advisor, Director

Marriottsville, MD

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

Dan brings more than 25 years of experience in financial planning, investment management, tax and estate planning. His passion lies in fully understanding his clients’ vision and helping them make that vision a reality. From finances to investments, estate planning to insurance, Dan uses his time-tested knowledge and experience to develop and implement comprehensive wealth management plans.

A graduate of the University of Baltimore, Dan is a Certified Public Accountant.

We look forward to learning about your financial goals.

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