Dan Mules, CPA

Senior Wealth Advisor, Director

Marriottsville, MD

LET'S CONNECT

Designations

  • Certified Public Accountant

 

Work Experience

  • Joined MAI in 2021 following MAI”s acquisition of Geier Asset Management
  • Brings more than 25 years of experience in financial planning, investment management, tax, and estate planning
  • Passionate about fully understanding his clients’ vision and helping them make that vision a reality
  • From finances to investments, estate planning to insurance, uses his time-tested knowledge and experience to develop and implement comprehensive wealth management plans

 

Education

  • University of Baltimore

We look forward to learning about your financial goals.

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