Terrence Jones serves as a Financial Planning Analyst. Before joining BWFA, Terrence spent 10 years in various client-facing positions at T. Rowe Price and is currently pursuing the Certified Financial Planner designation. Terrence holds the Chartered Retirement Planning Counselor (CRPC®),… Read More
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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
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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
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Joseph DePatie, CFA, CFP®, CDFA®
Joe is an Associate Financial Planner with BWFA. Joe is a Chartered Financial Analyst® (CFA) Charterholder, CERTIFIED FINANCIAL PLANNER ® professional and a Certified Divorce Financial Analyst (CDFA®). He holds a bachelor’s degree in economics from the University of Maryland. Joe has… Read More
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Meghan Manas, CEPS
Meghan is a BWFA Executive Manager and Certified Elder Planning Specialist (CEPS). Serving as the firm’s Director of Client Services, she supervises all aspects of the client experience including those which impact new client relationships. Additionally, Meghan oversees client education… Read More