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Client Services

  • Samantha Carpenter

  • Parker Grey

  • Yuan Zhang, EA

  • Raechelle Norton

  • Cortney Caronna

  • Tyler Cunningham, CFP®, CEPS

    Tyler Cunningham, CFP®, CEPS Associate Financial Planner 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… Read More

  • Joseph DePatie, CFA, CFP®, CDFA®

    Joseph DePatie, CFA, CFP®, CDFA® Associate Financial Planner 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… Read More

  • Parker Gray

    Parker Gray Client Associate Parker joined BWFA in 2022 and currently serves as a Client Associate with a focus on financial planning. She is currently pursuing the Certified Financial Planner designation.Parker grew up in Maryland and attended the University of… Read More

  • Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS

    Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS Financial Planner 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… Read More

  • Kwanza Ellis, CRPC®, CEPS

    Kwanza Ellis, CRPC®, CEPS Senior Client Associate Kwanza serves as a Senior Client Associate with a focus on financial planning. She has 9 years of experience in the financial services industry and is currently pursuing the Certified Financial Planner designation…. Read More