Client Services

  • Anna Wilson

  • Brandon Pierpont

  • Stacy Patterson

    Stacy Patterson Executive Assistant to the President Stacy joined BWFA in 2023 and serves as the Executive Assistant to the President. She strives for excellence and has organizational talent that will support the team and clients. Her career path has… Read More

  • Parker Grey

  • 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

  • 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

  • Eve Kennedy, CEPS

    Eve Kennedy, CEPS Senior Client Associate Eve Kennedy joined BWFA in 2017 as a member of our Client Service Team. Eve is a Certified Elder Planning Specialist (CEPS). As a former athlete, Eve is comfortable working in a team environment…. Read More

  • Meghan Manas, CEPS

    Meghan Manas, CEPS Director of Client Services, Executive Manager, Notary Public 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… Read More