Saxon 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.
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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.
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Susan joined the firm in November of 2008. Prior to joining BWFA, she worked with Legg Mason Wood Walker Inc. and eventually joined the Chesapeake Bay Regional Office of Smith Barney. She graduated with a B.S. in Sports Medicine from Elon University in North Carolina.
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Mark Gravdahl joined BWFA in November 2007 as our first Wealth Management Assistant. He graduated from Towson University in December 2009 with a B.S. degree in Business Administration with a concentration in Finance. .
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Victoria joined the firm in March of 2010 as our Executive Assistant. A native of Baltimore, she spent the last 25 years living in New York and New Jersey before returning to Baltimore.
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Lisa joined BWFA in September 2004 and is currently working as a Marketing and Sales Associate for the firm's Client Services Team..
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Sue holds a Bachelor of Music degree with a concentration in performance and a minor in general history from Central Michigan University.
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Chris 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.
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Scot Millen earned an MBA in Finance from the University at Buffalo and a bachelor's degree in Economics from Ohio University. Prior to coming to BWFA as Director of Client Services in 2007 he was a Vice President with M&T Bank's Investment Group in Baltimore.
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Bob 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.
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Ted Schlesinger joined BWFA as a Tax Assistant 12 years ago. Prior to BWFA, he prepared taxes and handled bookkeeping and payroll for over 30 years. Additionally, he taught Physics and worked as Chairman of the Science Department at Pikesville High School in Baltimore County.
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Mark Stinson joined BWFA in July of 2004 to run our Financial Planning Department. 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.
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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.
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