Client Services

  • Brandon Pierpont

    Brandon joined BWFA in June 2023 as a Client Associate. He graduated cum laude from High Point University where he earned B.S.B.A in Finance from the Phillips School of Business. During his undergraduate years, he was a part of their… Read More

  • Faith Chisholm

    Faith joined BWFA in 2023 as Associate Business Analyst. She graduated cum laude from the University of Maryland where she earned a Bachelor of Science in Marketing from the Robert H. Smith School of Business with a minor in French Studies…. Read More

  • Stacy Patterson

    Stacy joined BWFA in 2023 and serves as the Executive Assistant to the President. She strives for excellence and has organizational talents that will benefit the BWFA team and its clients. Her career path has always been customer service-based with… Read More

  • Parker Gray

    Parker joined BWFA in 2022 and currently serves as a Client Associate with a focus on financial planning. She is currently pursuing the Certified Financial Planner designation. Parker grew up in Maryland and attended the University of New Hampshire, where… Read More

  • Tyler Cunningham, CFP®, CEPS

    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. Tyler is also… Read More

  • Cortney Caronna

    Cortney graduated from Towson University with a bachelors 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… Read More

  • Joseph DePatie, CFA, 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 Chartered Financial Analyst® (CFA) Charterholder, CERTIFIED FINANCIAL PLANNER ® professional and a Certified Divorce Financial Analyst… Read More