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Your BWA Team

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...

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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...

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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...

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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...

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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...

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In the role of Client Services Assistant, Nina provides administrative support to the Relationship Management Team to ensure the firm’s objective of exemplary client care is top priority. In this multi-faceted position, Nina...

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