Financial Planning

  • Tyler Cunningham, CFP®, CEPS

    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. Tyler is also… 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 over… Read More

  • 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

  • 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 a Certified… Read More