Client Services

  • 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 of Maryland. Zaman is also a Certified Elder Planning Specialist (CEPS). Zaman started as an […]

  • 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. Faith grew up in Howard County, MD, and enjoys fitness, concerts, and traveling. During her […]

  • 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 a goal of providing a 5-star experience. Stacy’s experience has ranged from working as a […]

  • 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 experience at T. Rowe Price and earned his CERTIFIED FINANCIAL PLANNER™ certification. Additionally, he holds […]

  • 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 prospective client, she enjoys learning more about their lives and building relationships for years to […]