Client Services

Mya joined BWFA in June 2026 as a Client Relationship Associate after graduating from Bates College in Maine with a B.A. in Political Science. Prior to joining the firm full-time, she interned with BWFA during the summer of 2025. Mya… Read More

Sophia joined BWFA in June 2026 as a Client Relationship Associate. Before becoming a full-time team member, Sophia interned with BWFA in the spring of 2026. She graduated from the University of Maryland Robert H. Smith School of Business with… Read More

Nathan joined BWFA in 2026 as a Client Relationship Associate.  He is from Frederick, MD, and graduated from Towson University in 2024 with a B.S. in Business Administration and a concentration in financial planning. Before joining BWFA, Nathan worked at… Read More

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 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 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 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 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

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 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 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