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 those which impact new client relationships. Additionally, Meghan oversees client education and appreciation events, while […]
-
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 and investment management-related experience. Prior to joining the firm, he worked for notable local, regional, […]
-
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 a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER ® professional. He holds both […]
-
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 their objectives. Sandy strives to ensure that each client’s goals are met or exceeded by […]