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
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Lawrence M. Post CPA, MST, CFP®, CIMA®
Larry Post is a financial professional dedicated to serving the needs of individuals and families. Prior to joining BWFA, Larry held various positions in Hawthorn, PNC Family Office, PNC Wealth Management, and was a partner with a CPA and financial… Read More
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Matthew Smiler, ChFC®, EA
Matthew joined BWFA in 2019 as a Tax Advisor and financial planner. He is a Chartered Financial Consultant (ChFC) and an Enrolled Agent (EA). Matthew holds a B.S. in Business from Towson University and has worked in the accounting and… Read More
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Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS
Tyler joined BWFA in 2016 and currently serves as a Financial Planner. He supports the firm’s Investment Management Team, Financial Planning Team, and Client Service Team. He is very proud and excited to work with clients and their families to… 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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Thad Ismart, CFP®, CEPS
Thad Ismart is a Senior Financial Planner with Baltimore Washington Financial Advisors (BWFA). In this role, Thad prepares, presents, and implements comprehensive financial and retirement plans for BWFA’s clients. Thad is a CERTIFIED FINANCIAL PLANNER ® professional and a Certified… Read More