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… Read More
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Joseph DePatie, CFA, CFP®, CDFA®
Joseph DePatie, CFA, CFP®, CDFA® Associate Financial Planner Joe is an Associate Financial Planner with BWFA. In this role, Joe supports the financial planning, investment management, and client service teams. Joe is a Chartered Financial Analyst® (CFA) Charterholder, CERTIFIED FINANCIAL… Read More
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Tyler Cunningham, CFP®, CEPS
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… Read More
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Matthew Smiler, ChFC®
Matthew Smiler, ChFC® Tax Advisor, Associate Financial Planner Matthew joined BWFA in 2019 as a Tax Advisor and financial planner. He is a Chartered Financial Consultant (ChFC) and holds a B.S. in Business from Towson University. Matthew has worked in… Read More
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Joseph DePatie, CFA, CFP®, CDFA®
Joseph DePatie, CFA, CFP®, CDFA® Associate Financial Planner Joe is an Associate Financial Planner with BWFA. In this role, Joe supports the financial planning, investment management, and client service teams. Joe is a Chartered Financial Analyst® (CFA) Charterholder, CERTIFIED FINANCIAL… Read More