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Our Team

Meet your personal, dedicated, family wealth management professionals

David Lehmann is a founding member of Geller & Lehmann, LLC, a partner in the CPA firm of Cooper & Lehmann, LLP, and a licensed CPA. David has served as an accountant, financial manager and advisor, and business advisor since 1989. David graduated from Yeshiva University in 1988 with a BA; received his Certificate in Accounting from the University of Baltimore in 1992; and got his CPA license from the State of Maryland in 1993. 
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David C. Lehmann

Sandi Geller is a founding member of Geller & Lehmann, LLC, a graduate of the South Australian Institute of Technology and Johns Hopkins University, and a Certified Financial Planner (CFP®). Growing up in Adelaide, Australia, Sandi was involved in the family business from early in her career, managing the family office for over 25 years. Sandi has extensive experience in Family Business Financial Consulting, both in Australia and in the US.
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Sandra V. Geller


A Brief History of Geller & Lehmann

Geller & Lehmann LLC was founded in Baltimore, MD, in 2003 to provide independent, holistic financial planning and multi-family office services. Sandi Geller and David Lehmann’s goal is to offer a single address for families to optimize every element of their financial needs, with the guidance of caring, professional advisors who fully understand and support their values and needs.

We’d love to work with your family. Get in touch with us at 410-583-5540, via, or leave a message on our contact page, to schedule a preliminary meeting with David or Sandi.

Join Geller & Lehmann’s growing list of happy clients. Live your best life with the confidence that your family’s future is secure.

Learn more about our expertise

What is a PFS?

The Personal Financial Specialists (PFS) credential demonstrates that an individual has met the minimum education, experience…

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What is a CPA?

Certified Public Accountants (CPAs) are licensed and regulated by their state boards of accountancy. While state laws and regulations…

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What is a CFP?

The CERTIFIED FINANCIAL PLANNER™, CFP®, and federally registered CFP® (with flame design) marks (collectively, the “CFP® marks”)…

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