What’s Happening at BWFA: Fall 2004

New Director of Client Services
We’re pleased to announce that Jesse Sternberger has joined our team as Director of Client Services. In this role, Jesse will concentrate on developing new business for BWFA through our existing referral networks. He brings with him more than 35 years of experience in the financial services industry as well as broad management experience in the areas of administration, sales and marketing. Prior to joining BWFA he was the managing director for marketing/public relations for the trust department at Chevy Chase Bank. If you don’t find Jesse in the office, you can try to reach him at the Argyle Country Club golf course.

New Planning Department Manager
We also welcome Mark Stinson, CPA, on board. Mark has taken charge of our financial planning services. We were fortunate to steal him away from AXA Advisors, where he worked as a financial consultant. Earlier professional experience includes corporate accounting for Baltimore-area manufacturing firms. Mark, his wife Karen and their four sons live in Marriottsville, Maryland. You can’t miss Mark when you see him; he’s the thin one. He’s a Sprint triathlete and expects to participate in his second event early in October.