Patrick BriscoeCFP®, CEA, RIS, B.Ed

Financial Planner

Patrick entered the financial industry in 2011 after returning from a teaching trip in London, England. As a certified teacher with a keen interest in finance, Patrick was inspired to combine his skil...
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Anne Leeson

Client Care Manager

After spending over 25 years in the financial industry, including 15 as a Financial Planner, Anne joined the Bayswater Team where she completed the last 5 years of her career. Anne now enjoys semi-ret...
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Jessica Steuer

Associate Financial Advisor

Jessica joined the Bayswater team in 2018 and has steadily grown her skillset in the financial industry, becoming an Associate Financial Advisor in 2022. Jessica helps ensure a smooth experience when ...
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Fiona Moniz

Administrative Assistant

Fiona is the face of Bayswater Wealth Management. She is friendly and helpful with a positive demeanor. She is the first person you will see or speak with as you enter the office or call in. Fiona is ...
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