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Financial Planning

  • Tyler Cunningham, CFP®

    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. He is excited… Read More

  • Lawrence M. Post CPA, MST, CFP®, CIMA®

    Larry Post is a financial professional dedicated to serving the needs of individuals and families. Prior to joining BWFA, Larry held various positions in Hawthorn, PNC Family Office, PNC Wealth Management, and was a partner with a CPA and financial… Read More

  • Matthew Smiler, ChFC®

    Matthew joined BWFA in 2019 as a Tax Advisor and financial planner. He is a Chartered Financial Consultant (ChFC) and holds a B.S. in Business from Towson University. Matthew has worked in the accounting and financial advisory industry for close… Read More

  • Thad Ismart, CFP®, CEPS

    Thad Ismart is a Senior Financial Planner with Baltimore Washington Financial Advisors (BWFA).  In this role, Thad prepares, presents and implements comprehensive financial and retirement plans for BWFA’s clients. Thad is a CERTIFIED FINANCIAL PLANNER ® professional and holds a… Read More