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Staff You Should Know

Mike Couch, CFP®

Mike joined BWFA’s Tax Services team in 2008, and he has since added responsibilities in planning and investments. He is a Certified Financial Planner®, with experience in addressing the needs of high-net-worth individuals. Mike’s previous experience includes serving as Director of Financial Planning for a Howard County financial services firm and various corporate finance positions with General Electric and America Online. He earned a Bachelor’s degree with a concentration in Finance from the University of Massachusetts – Amherst and completed his MBA degree at Loyola College in Baltimore. Mike is a member of the Financial Planning Association and resides in Ellicott City with his wife and two children. (full bio)

 

 

Chris Kelly, CFP®, CPA

Chris Kelly joined BWFA in 2009 as an investment manager and advisor. Chris is a Certified Financial Planner® and Certified Public Accountant, and he has previously worked with high-net-worth individuals, especially business owners. Chris has worked in the accounting and financial services industry since 2001, most recently with a regional accounting firm and the “big four” accounting firm Deloitte LLP as a Private Client Advisor. A lifelong Maryland resident, Chris lives with his wife and two children in Clarksburg, where he serves as volunteer treasurer for the Clarksburg Farmers’ Market. He has a B.S. in Finance from the University of Maryland and a Master of Accountancy degree from George Washington University. (full bio)