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 years in automotive sales. In his free time, he enjoys fitness, the beach, spending time […]
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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 has spent nearly 10 years in the financial services industry. She brings a wide range […]
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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 Design from the University of Baltimore. A passionate Baltimore sports fan, Karaline is also an […]
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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 educational events and digital platforms. She supports the promotion of webinars and podcasts, contributes to […]
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Anna Batchelor, 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 strengths and interests led her towards operations. Anna is passionate about organizing and developing processes […]