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
Meghan is a BWFA Executive Manager, serving as the firm’s Director of Client Services. She supervises all aspects of the client experience including those which impact new client relationships. Additionally, Meghan oversees client education and appreciation events, while also managing… Read More
