Client Services

  • Tyler Cunningham, CFP®

    Tyler joined BWFA in 2021 as an Associate Financial Planner and supports the investment management, financial planning, and client services teams. Before BWFA Tyler worked at T. Rowe Price where he obtained his CERTIFIED FINANCIAL PLANNER™ certification. He is excited… Read More

  • Samantha Carpenter

    Samantha Carpenter graduated summa cum laude from The George Washington University’s Corcoran School of Arts and Design where she earned her BFA in Graphic Design. Serving as a Digital Communications Specialist at BWFA, Samantha helps support various aspects of the… Read More

  • Yuan Zhang, EA

    Yuan Zhang graduated from the University of Maryland where she earned her BS in Accounting. Prior to joining BWFA, Yuan was a staff accountant in a regional CPA firm in Bethesda. Yuan lives in Ellicott City, MD with her husband… Read More

  • Cortney Caronna

    Cortney graduated from Towson University with a degree in Communications with a focus in Public Relations & Advertising. She has worked in many Customer Service positions over the years including jobs in the restaurant, grocery and mortgage industries. She also… Read More

  • Tyler Kluge, CFP®, CDFA®, CEPS

    Tyler joined BWFA in 2016 and currently serves as a Financial Planner. He supports the firm’s Investment Management Team, Financial Planning Team, and Client Service Team.  He is very proud and excited to work with clients and their families to… Read More

  • Joseph DePatie, CFP®, CDFA®

    Joe is an Associate Financial Planner with BWFA. In this role, Joe supports the financial planning, investment management, and client service teams. Joe is a CERTIFIED FINANCIAL PLANNER ® professional and a Certified Divorce Financial Analyst (CDFA®). He holds a bachelor’s degree… Read More