Brandon joined BWFA in June 2023 as a Senior Client Associate. Brandon is a Certified Elder Planning Specialist (CEPS). He graduated cum laude from High Point University where he earned B.S.B.A in Finance from the Phillips School of Business. During his undergraduate years, he was a part of their Division 1 Lacrosse Program, Student-Athlete Advisory […]
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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 […]
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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 planning firm. Additionally, he is an instructor of financial planning for the College of Financial […]
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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 financial advisory industry for over 10 years. He resides in Baltimore with his wife and […]
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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 for and achieve their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, a […]