Client Services Team

  • 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

  • Meghan Manas, CEPS

    Meghan is a BWFA Executive Manager and Certified Elder Planning Specialist (CEPS). 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… Read More