Lisa joined BWFA in April 2025 as a Senior Client Associate. Lisa graduated from Towson University where she earned a B.S. in Business Administration with a focus in Marketing from the College of Business and Economics. Before joining BWFA, Lisa… Read More
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Karaline Johnson
Karaline joined BWFA in 2024, bringing with her 17 years of experience from the Marketing and Communications Office at Gilman School in Baltimore. She holds a bachelor’s degree in Communications from the University of Dayton and a master’s in Publication… Read More
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Jadyn Wynn
Jadyn joined BWFA in 2024. She earned her B.S. in Marketing from the University of Maryland’s Smith School of Business. Her role as Marketing Assistant supports the firm’s event planning and digital marketing projects. She has a strong background in… Read More
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Jordan Wygant
Jordan Wygant is a Travel Advisor for BWFA as of 2024. She has been an independent travel advisor for three years. Her passion for bringing joy to whomever she meets, shows in her work as a travel advisor and in… Read More
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Anna Wilson
Anna joined the team at BWFA in 2024 as the Sr. Client Operations Specialist, bringing over 10 years of experience in the financial services industry. Prior to joining BWFA, she held several roles within another wealth management firm, but her… Read More
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Zaman Naseer, MFin, CEPS
Zaman serves as a Financial Planning Analyst on the financial planning track with plans to obtain the Certified Financial Planner (CFP) designation. She currently holds bachelor’s degrees in economics and biology, along with a Master’s in Finance from the University… Read More
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Brandon Pierpont, CEPS
Brandon joined BWFA in June 2023 as a Senior Client Associate. Brandon is a Certified Elder Planning Specialist (CEPS). He graduated cum laude from High Point University where he earned B.S.B.A in Finance from the Phillips School of Business. During… Read More
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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
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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
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Tyler Cunningham, CFP®, CEPS
Tyler became a part of BWFA in 2021, taking on the role of an Associate Financial Planner. In this capacity, he provides support to our investment management, financial planning, and client services teams. Prior to joining BWFA, Tyler gained valuable… Read More
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Cortney Caronna, CDMP
Cortney graduated from Towson University with a bachelor’s degree in Communications with a focus in Public Relations & Advertising. She is a Certified Digital Marketing Professional (CDMP). Cortney strives to provide exceptional service to each and every BWFA client and… Read More
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Joseph DePatie, CFA, CFP®, CDFA®
Joe is an Associate Financial Planner with BWFA. Joe is a Chartered Financial Analyst® (CFA) Charterholder, CERTIFIED FINANCIAL PLANNER ® professional and a Certified Divorce Financial Analyst (CDFA®). He holds a bachelor’s degree in economics from the University of Maryland. Joe has… Read More