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
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Joseph A. Caputo, CFP®
Joseph A. Caputo, CFP® Senior Relationship Manager, Chief Information Officer & Executive Manager Joseph Caputo joined BWFA in September of 2012 as the firm’s Chief Information Officer and Sr. Relationship Manager. He has obtained over 15 years of financial… Read More
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Chris Kelly, CPA, CFP®, M.Accy
Chris is a Financial Advisor and Senior Relationship Manager whose expertise includes comprehensive financial planning and investment portfolio management and strategy. He is a member of the firm’s Executive Management Committee, as well as the Investment Management Committee. Chris is… Read More
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Townsend Hornor Jr., CEPS
Sandy Hornor is an experienced financial professional with over 30 years in the industry. Sandy works with individuals, families, organizations, and companies to define their long-term wealth management objectives; he assists with the implementation of solutions and techniques to meet… Read More
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Rob Carpenter
Rob Carpenter President & CEO Robert Carpenter leads the team at BWFA that is dedicated to improving the financial lives of its clients. As President and CEO, he is responsible for overseeing all areas of the firm, Investment Management, Financial… Read More