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
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 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 joined BWFA in 2016 and currently serves as an Associate 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… Read More
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