Employee Announcements

At BWFA we strive to provide the best possible customer service for our clients. With that goal in mind, and to keep up with the needs of our growing client base, BWFA is pleased to welcome our two newest staff members:

Jim Edwards, CFP

Jim joined BWFA in October 2013. He began his career in financial services as a Finacial Advisor at Morgan Stanley in 1999. He subsequently worked at Smith Barney and most recently at Charles Schwab.

From 1990 until 1999, Jim worked as a psychology researcher and clinician, beginning at Johns Hopkins Institute for Drug and Alcohol Studies. He has earned multiple degrees in the field of psychology including a Master’s and Doctorate in Clinical Psychology from the University of Memphis.

Kavita Verma, ESQ

Kavita joined BWFA in November 2013. Kavita has over 15 years of business and legal experience and an extensive network of CEOs, venture capitalists, private equity firms and investors in the US and abroad. Kavita started her career as a lawyer with two major international law firms in New York City, Jones Day and Morrison Foerster. Kavita received her law degree at University of Victoria and her LLM in Banking and Securities Regulation through a joint program with Boston University and Harvard University.

A Note from Bob Cassel

To my valued clients, I’ve decided to reitre from my position as Director of Tax Services at BWFA, effective December 31st. I very much enjoyed working with BWFA’s tax clients and know that they will be in excellent hands with my replacements Joe Hill and Sharolyn Hockey. BWFA’s tax clients should feel confident that their tax needs will be met by our seasoned professionals.