Client Services

  • Tina Tu

    Tina was born and raised in Silver Spring, Maryland, later attending undergraduate and graduate school in Philadelphia, where she developed a strong appreciation for diverse communities and service-focused work. Before joining BWFA, she built a foundation in healthcare, research support,… Read More

  • Tessa Hall

    Tessa joined BWFA in 2025, bringing more than 15 years of experience in media and podcasting. You may have heard her on DC101 in the past or seen her reporting and camerawork from the NBC4 news helicopter, Chopper 4. She… Read More

  • Angela Koerner

    Angela is a proud Baltimore native and graduate of Towson University, where she earned her Bachelor of Arts degree. She has spent nearly four years building her career in the financial industry and brings that experience, along with her passion… Read More

  • Sergio Nazzaro

    Sergio joined BWFA in August 2025 as a Client Associate. He graduated from Salisbury University’s Perdue School of Business, where he earned a Bachelor of Science in Business Management with a minor in Marketing. Before joining BWFA, Sergio spent three… Read More

  • Lisa Berryman, CEPS

    Lisa joined BWFA in April 2025 as a Senior Client Associate.  Lisa graduated from Towson University where she earned a B.S. in Business Administration with a focus in Marketing from the College of Business and Economics. Before joining BWFA, Lisa… Read More

  • Karaline Johnson

    Karaline joined BWFA in 2024, bringing with her 17 years of experience from the Marketing and Communications Office at Gilman School in Baltimore. She holds a bachelor’s degree in Communications from the University of Dayton and a master’s in Publication… Read More

  • Jadyn Wynn

    After earning her B.S. in Marketing from the University of Maryland’s Smith School of Business, Jadyn joined Baltimore-Washington Financial Advisors in 2024. As a Marketing Associate, Jadyn helps ensure clients and community members have a clear, engaging experience across BWFA’s… Read More

  • Anna Wilson, CEPS

    Anna joined the team at BWFA in 2024 as the Sr. Client Operations Specialist, bringing over 10 years of experience in the financial services industry. Prior to joining BWFA, she held several roles within another wealth management firm, but her… Read More

  • Zaman Naseer, MFin, CEPS

    Zaman serves as a Financial Planning Analyst on the financial planning track with plans to obtain the Certified Financial Planner (CFP) designation. She currently holds bachelor’s degrees in economics and biology, along with a Master’s in Finance from the University… Read More

  • Faith Chisholm

    Faith joined BWFA in 2023 as Associate Business Analyst. She graduated cum laude from the University of Maryland where she earned a Bachelor of Science in Marketing from the Robert H. Smith School of Business with a minor in French Studies…. Read More

  • Stacy Patterson

    Stacy joined BWFA in 2023 and serves as the Executive Assistant to the President. She strives for excellence and has organizational talents that will benefit the BWFA team and its clients. Her career path has always been customer service-based with… Read More

  • Tyler Cunningham, CFP®, CEPS

    Tyler became a part of BWFA in 2021, taking on the role of an Associate Financial Planner. In this capacity, he provides support to our investment management, financial planning, and client services teams. Prior to joining BWFA, Tyler gained valuable… Read More

  • Cortney Caronna, CDMP

    Cortney graduated from Towson University with a bachelor’s degree in Communications with a focus in Public Relations & Advertising. She is a Certified Digital Marketing Professional (CDMP). Cortney strives to provide exceptional service to each and every BWFA client and… Read More