Zaman serves as a Senior Client Associate 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 masters in finance from the University… Read More
-
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
-
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
-
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. 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