Tyler Cunningham, CFP®, CEPS Associate Financial Planner Tyler joined BWFA in 2021 as an Associate Financial Planner and supports the investment management, financial planning, and client services teams. Before BWFA Tyler worked at T. Rowe Price where he obtained his CERTIFIED FINANCIAL PLANNER™ certification. Tyler is also a Certified Elder Planning Specialist (CEPS). He is […]
-
Meghan Manas, CEPS
Meghan Manas, CEPS Director of Client Services, Executive Manager, Notary Public 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 and appreciation events, while […]