Client Services

  • 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

  • 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 is a Tax Associate at BWFA, she is also an Enrolled Agent. She 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… 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

  • Tyler Kluge, CFP®, CPWA®, 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, 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