Financial Planning

  • Tyler Cunningham, CFP®, CEPS, CDFA®

    Tyler is a Financial Planner who joined BWFA in 2021. He focuses on delivering comprehensive planning and ongoing support to individuals and families. Before joining the firm, he earned his CERTIFIED FINANCIAL PLANNER™ certification, and he has since added the… Read More

  • 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

  • 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

  • Tyler Kluge, CFP®, CPWA®, CDFA®, CEPS, ChFEBC℠

    Tyler joined BWFA in 2016 and currently serves as Senior Financial Planner. He supports the firm’s Investment Management, Financial Planning, and Client Service Teams. He is very proud and excited to work with clients and their families to help plan… Read More

  • Thad Ismart, CFP®, ChFEBC, 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, a Chartered Federal… Read More