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Susan BaileyUpon graduating from Principia College armed with a liberal arts education and a bachelor's degree in Spanish, Susan launched her career in retail banking. After six years in management at Riggs National Bank, she took a very long career pause to devote her full time and attention to being a mom to her two now-grown sons. read entire bio » |
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Jacob BirdsongJake Birdsong joined BWFA as an Operations Assistant in mid-2011. He is a recent graduate of Washington College with a BA in Environmental Studies. Jake plans to pursue a Masters degree in Business Administration with a concentration in finance. He also intends to earn a CPA designation as well. read entire bio » |
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Saxon Birdsong, MBASaxon Birdsong is a graduate of the College of William & Mary. In 1979, he also attended Loyola College, where he earned an MBA in finance and accounting. read entire bio » |
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Tanya BlakelyTanya joined BWFA in July of 2011 as the firm’s Investment Operations Manager. Prior to teaming up with BWFA, Tanya garnered over 10 years of experience in the financial services industry by working with respected firms, including Morgan Stanley, Merrill Lynch, and Bank of America. read entire bio » |
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Bob Cassel, EA, CFP®Bob Cassel founded his own tax preparation and accounting practice in 1983. As a tax professional he has prepared hundreds of tax returns and consulted with dozens of business owners. read entire bio » |
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Alece Drnec, CPA, MBAAlece Drnec is a graduate of the University of Maryland, where she earned her accounting degree. After graduating from Maryland, she went on to work as a staff accountant for Ernst & Young where she was introduced to a variety of industries. Alece is a CPA and has worked in both public and private accounting for a number of local companies including a ten year stint for The Rouse Company. Alece also earned an MBA from Loyola University of Maryland. read entire bio » |
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Sue KelleySue Kelley joined BWFA in December 2007 providing administrative support to the tax services department. Prior to joining BWFA, Sue served 26 years in the US Army. read entire bio » |
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Chris Kelly, CFP®, CPAChris Kelly joined BWFA in 2009 as an investment manager and advisor. He has a B.S. in Finance from the University of Maryland and a Master of Accountancy degree from George Washington University. Chris is also a Certified Financial Planner® and Certified Public Accountant. read entire bio » |
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Matthew LernerMatt Lerner joined BWFA in April 2011 as an Operations Assistant. He graduated from the University of Delaware in December 2011 with a BA in Economics and a minor in Mathematics. read entire bio » |
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Meghan ManasMeghan Manas joined BWFA in August 2010 as Executive Assistant. Meghan has extensive experience in administrative and management work, including her most recent position as director of purchasing for a large billiards and home entertainment company. read entire bio » |
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Cindy Millen, CPACindy has performed special tax projects for BWFA on a part-time basis since 2008. She has an MBA in Accounting from the State University of New York at Buffalo and is a Certified Public Accountant (CPA). She also has a bachelor's degree in mathematics from Ohio University. read entire bio » |
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Daniel PhelanDaniel Phelan joined BWFA in June 2010 as a Wealth Management Assistant. A 2008 graduate of Cardinal Gibbons High School in Baltimore, he currently attends University of Maryland, Baltimore County, seeking a Bachelor of Science in Financial Economics with an Accounting certificate. Upon graduation, he plans to obtain his Masters in Accounting. read entire bio » |
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Robert F. Ray, MBABob is a graduate of Hampden-Sydney College where he received his B.S. in Economics in 1971. He completed his graduate work at George Washington University in 1976 with an MBA in Finance and Investments. read entire bio » |
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K. Sunil Reddy, CPA, CFASunil Reddy joined BWFA in 2011 as an investment analyst. He earned a B.S. in Business Administration and a Master of Accountancy with a concentration in taxation from the University of Tennessee. read entire bio » |
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Ted SchlesingerTed Schlesinger joined BWFA as a Tax Assistant 15 years ago. Ted has an extensive background in tax preparation, bookkeeping and payroll, working in the field for more than 30 years. In his past life, Ted taught Physics at Pikesville High School in Baltimore County. read entire bio » |
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Mitchell SmallwoodMitchell Smallwood joined BWFA in July 2010 as a Wealth Management Assistant. He is a senior at Towson University, seeking a Bachelor of Science degree in Economics with a minor in Business Administration. After graduation, Mitchell is planning to pursue a Masters degree in Economics or Finance. read entire bio » |
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Mark Stinson, CPA, CFP®, MBAMark joined Baltimore-Washington Financial Advisors in July of 2004 to run the Financial Planning Department. Mark comes to BWFA from AXA Advisors, LLC, where he was a financial consultant. Prior to his work at AXA, Mark spent twenty years in corporate accounting with manufacturing firms in the suburban Baltimore region. Mark holds a Bachelor of Business Administration degree from James Madison University with a double major in accounting and finance. He earned an MBA at Loyola College in Maryland. read entire bio » |
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Rob Williams, CFP®Rob Williams graduated with a bachelor's degree in Economics from Towson State University in 1979. He went on to receive his Master of Science in Finance from Loyola College in 1985. read entire bio » |
Photography by: Tom Lynch Photography
