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
Yuan Zhang graduated from the University of Maryland where she earned her BS in Accounting. Prior to joining BWFA, Yuan was a staff accountant in a regional CPA firm in Bethesda. Yuan lives in Ellicott City, MD with her husband… Read More
Brian joined BWFA in 2019. He is currently working to achieve his Enrolled Agent Certificate. He spent the previous 12 years working at BDO USA in a variety of roles, including the last 5 in the Core Tax Department with experience in… Read More
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
Gary Trotter joined BWFA in May, 2016 as a Tax Intern. He graduated from SUNY Stony Brook, NY with a Bachelor’s degree in Engineering and then earned a Master’s Degree in Business Management from Brooklyn Polytechnic University. Gary is a veteran of the US Navy… Read More
Lex started his career in the tax department of Deliotte & Touche where he became a tax manager specializing in employee benefits and retirement plan consulting. He subsequently became a partner in a small local accounting firm where he focused his… Read More
