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BWFA People
-profiles on our team

· Saxon Birdsong, MBA
· Bob Cassel, EA, CFP
· Rob Williams, CFP
· Scot Millen, MBA
· Bob Ray, MBA
· Robert Wasilewski, MA
· Mark Stinson, MBA, CPA
· Lisa Juranic
· Maureen Carrion
· Rachel Roffman
  Bob Cassel, EA, CFP™
    > Email Bob
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. In 1993, he received his certification as a CERTIFIED FINANCIAL PLANNER™ practitioner and began working with clients in the capacity of personal financial advisor. In 1998 he received the Enrolled Agent certification, as an expert in income tax.

Bob has presented seminars to professional musicians as well as other groups, including the retirees of the United States Military, focusing on the investment strategies available to these individuals. Bob administers the tax planning and preparation functions at BWFA. His specialty makes a major contribution to the peace of mind of our clients and is vital to our continued success.

From 1980 until 1996, Bob was a member of the US Marine Band in Washington DC. He earned degrees in the music profession including a Bachelors in Music Education from Indiana University of Pennsylvania, a Master of Music degree from the Peabody Conservatory in Baltimore, Maryland, and a Doctorate of Music Arts from Catholic University located in Washington, D.C.

Bob and his wife Barbara live in Glen Burnie, Maryland.




CFP™, CERTIFIED FINANCIAL PLANNER™, and are marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.




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