Wealth Management and Planning

  • 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

  • Matthew Smiler, ChFC®

    Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner 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… 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

  • 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

  • Lawrence M. Post CPA, MST, CFP®, CIMA®

    Lawrence M. Post CPA, MST, CFP®, CIMA® Senior Tax and Planning Advisor 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,… Read More

  • Thad Ismart, CFP®, CEPS

    Thad Ismart, CFP®, CEPS Senior Financial PlanneR 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… Read More

  • 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