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