Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Chief Executive Officer
Michelle Brennan Hall is a veteran wealth advisor with more than 30 years guiding investors’ net worth and financial decisions. Her focus is in personal wealth strategies for executives, physicians, business owners and...
Director of Operations
Jeff is Director of Operations at BWA and has overall responsibility for major operational areas, including the delivery of services to our customers, vendor management, contract negotiations, and all general business and legal...
In the role of Relationship Manager, Mary’s primary responsibility is to be responsive, comprehensive and educational in her care for client families. She brings vast experience to her client interactions...
In the role of Executive Assistant to the President, Jodi manages calendar schedules, travel and correspondence. She also prepares and assists with communications, presentations and events for company functions. She goes out of her way...
In the role of Financial Analyst, Cameron is responsible for financial research of the firm and acting as an intermediary between investment companies and client transactions. He supports the Wealth Advisor team in creating client...
Client Services Assistant