Rob-Carpenter-Potrait

Rob Carpenter
President & CEO

Rob Carpenter is President and CEO of Baltimore Washington Financial Advisors, Inc. Rob is a graduate of Hartwick College in Oneonta, New York, where he earned a bachelor’s degree in Political Science. In addition, he holds a Wharton/SIA Branch Management Leadership Institute Certificate from the Wharton School at University of Pennsylvania. Rob has over 23 years of experience in the financial services industry. During his … Continue reading



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Bob Cassel, EA
Consultant

Bob Cassel served as BWFA’s Director of Tax Services until his retirement in 2013.  He currently serves as a consultant to the firm. 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, began working with clients in the capacity of personal financial … Continue reading



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Rob Williams, CFP® , MSF
Chief Investment Officer

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. Upon entering the financial planning profession he enrolled in the College for Financial Planning, located in Denver, Colorado and received his certification as a CERTIFIED FINANCIAL PLANNER™ professional in 1999. Rob has spent his … Continue reading



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Saxon Birdsong, MBA
Founder and Consultant

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. Prior to that he served as a commissioned officer in the US Army Corps of Engineers for 4 years. After college Saxon worked for First National Bank of MD for 12 years, managing their Cash Management and … Continue reading



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Robert F. Ray, MBA
Financial Advisor and Portfolio Manager

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. Bob moved to Maryland in 1976 and started his investment career at The First National Bank of Maryland (later Allfirst Bank). He spent 26 years at Allfirst and was Senior Vice … Continue reading



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Chris Kelly, CFP®, CPA, M.Accy
Financial Advisor and Portfolio Manager

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™ professional and Certified Public Accountant, and he has previously worked with high-net-worth individuals, especially business owners. He has worked in the accounting and financial services … Continue reading



Tanya-Blakely-Portrait

Tanya Blakely
Investment Operations Manager

Tanya 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. Tanya studied International Business in Wurzburg, Germany, giving her a robust background in international business affairs, as well as fluency … Continue reading



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Mark Stinson, CPA, CFP®, MBA
Director of Planning

Mark joined Baltimore-Washington Financial Advisors in July of 2004 to run the Financial Planning Department. Mark came 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 … Continue reading



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Joseph A. Caputo
Chief Information Officer & Associate Portfolio Manager

Joe joined BWFA in 2012 as Chief Information Officer & Associate Portfolio Manager. Prior to joining the firm, he gained nearly ten years of experience in the financial services industry with notable firms such as T.Rowe Price and Wells Fargo Advisors. Joe’s education started with a Bachelor of Science degree from Frostburg State University. He holds FINRA Security Licenses (Series 7,9,10,65.63,31), as well as his … Continue reading



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Alece Drnec, CPA, MBA
Tax Advisor

Alece 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 … Continue reading



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Sue Kelley
Executive Tax Assistant

Sue 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. She was the bass clarinetist in the US Army Field Band-the official touring representative for the Department of the Army. Sue holds a Bachelor of Music degree with a concentration in performance and a minor in general history … Continue reading



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Meghan Manas
Office Manager

Meghan joined BWFA in August 2010 and is currently working as Office Manager. 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. Meghan now lives in Ellicott City with her husband, Eric, their daughter, Miriam and their large but lovable yellow Lab, Mabel. Meghan is, however, originally from … Continue reading



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Susan Bailey
Project Leader

Upon 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. Susan eased back into the professional world by working … Continue reading



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Jake Birdsong
Project Leader

Jake Birdsong joined BWFA as an Operations Assistant in mid-2011. In 2012, he became a Project Leader and began facilitating many of the technology-related projects for the firm. He works with the staff to identify areas where BWFA can advance its systems and processes technologically.  He then implements solutions and trains the staff. Jake graduated from Washington College with a BA in Environmental Studies. Jake … Continue reading



MichaelMathews

Michael Mathews, MBA
Chief Financial Officer and Managing Director M&A

Michael Mathews joined BWFA in November 2012 as director of business services. He is a graduate of Virginia Polytechnic Institute & State University where he earned a Bachelor of Science degree in Electrical Engineering. Michael is also a graduate of Loyola University in Maryland where he earned a MBA from the University’s Executive MBA program. At Loyola, Michael graduated at the top of his class, … Continue reading



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Sharolyn Hockey
Tax Manager

Sharolyn Hockey joined BWFA in January 2013 as a Tax Manager.  Sharolyn graduated from the University of Virginia’s McIntire School of Commerce with concentrations in Accounting and Management.  She worked for Reznick Group as a Tax Associate and for PricewaterhouseCoopers as a Tax Senior for a total of eight years before joining the BWFA tax team.  Her clients included individuals and both private and public … Continue reading



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Joseph Hill, Jr., CPA, MBA, MSF
Tax Manager

Joseph Hill, Jr. joined BWFA in February 2013 as a Tax Manager.  Joe earned his MBA and Master of Science in Finance from Loyola University.  As a twice-recognized member of the Beta Gamma Sigma Honor Society, Joe is committed to their values of honor and integrity in business. Joe lives in Anne Arundel County with his children.  An avid outdoorsman, he enjoys hunting and fishing. … Continue reading



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Thad Ismart, CFP®
Financial Planner

Thad joined BWFA in 2013 as a financial planner. Thad has a Bachelor’s Degree in Economics from the University of Maryland, Baltimore County and has been working in the financial planning industry since 2005. He is a CERTIFIED FINANCIAL PLANNER™ professional and has worked with retirees, affluent families, and business owners in the areas of Estate Planning, Retirement Planning, and Wealth Management. Thad was born … Continue reading



PhilWeiss

Philip H. Weiss, CFA, CPA
Chief Investment Analyst

Phil Weiss joined BWFA in June 2013 as Chief Investment Analyst.  Prior to joining BWFA, Phil worked for Argus Research as a Senior Analyst covering the Energy sector from June 2006 through May 2013. Phil started his career with Deloitte & Touche where he specialized in international tax research and planning, and subsequently worked for Fortune 500 firms, primarily in the health care and Business-to-Business industries. Phil has served as an expert … Continue reading



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Brian MacMillan
Managing Director M&A

Brian MacMillan joined BWFA in May 2013 as Business Services Manager. He is a graduate of Salisbury University where he earned a Bachelor of Science degree in Business Administration. Brian attended the Management Development Program at the University of Delaware College of Business & Economics and holds the Financial Recasting Consultant Designation from RWS Business Valuation Services. Brian has been a consultant for buyers and … Continue reading



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Meghan Cover
Administrative Assistant

Meghan Cover joined BWFA in May 2013 as an Administrative Assistant.  A 2010 graduate of Garrison Forest School, she will be entering her fourth and final year at the University of Virginia in the fall of 2013 where she is seeking a Bachelor of Science in Economics.  Meghan lives in Owings Mills.  In her free time she enjoys playing squash and volunteering.



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Michael LaViña
Portfolio Manager & Director of Trading

Mike joined BWFA in 2013 and is a graduate of the University of Colorado where he received his B.A. in English Literature in 1994. He began his career in Financial Services as a Financial Advisor at Mass Mutual and then as an Investment Representative & Tax Liaison at T. Rowe Price Associates.  In 1999, Mike joined Campbell and Company, a Baltimore based Commodity Trading Advisor. … Continue reading



Jim-Edwards

Jim Edwards, CFP®
Financial Advisor and Portfolio Manager

Jim began his career in financial services as a Financial Advisor at Morgan Stanley in 1999. He subsequently worked at Smith Barney and most recently at Charles Schwab for seven years, where he earned the Chairman’s Club award. In 2006, Jim became a CERTIFIED FINANCIAL PLANNER™ professional. He has a strong background in portfolio management and greatly enjoys financial planning for both pre-retirees and retirees. … Continue reading



KavitaVerma

Kavita Verma, LLM
Managing Director of M&A and Strategic Alliances

Kavita Verma joined BWFA in November 2013 as Managing Director of M&A and Strategic Alliances. With more than 10 years of business and legal experience, Kavita brings to BWFA her extensive network of contacts ranging from CEOs and venture capitalists to private equity firms and investors. Prior to joining BWFA, Kavita spent several years practicing law in New York before moving to the DC area. She also … Continue reading



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Allison Gowallis, MS
Executive Assistant

Allison joined the BWFA team in December 2013 as an Executive Assistant. She has an M.S. in social science from Towson University, and a B.A. in political science, with a concentration in Middle East studies, from the University of Maryland. In the past Allison has interned for a terrorism research consortium and the Department of Homeland Security. In her spare time Allison enjoys baking, working … Continue reading



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Benjamin Dorsey, CPA, CFP®, MST
Director of Tax Services

Ben Dorsey joined BWFA in 2013 as Director of Tax Services.  He has a B.S. in Accounting from Towson University and an M.S. in Taxation from the University of Baltimore. Ben holds professional licenses as a Certified Public Accountant and as a CERTIFIED FINANCIAL PLANNER™ professional, and is a member of the AICPA and the MACPA.  Before joining BWFA, Ben worked as a Manager of … Continue reading