I work hard to deliver... peace of mind for my customers by helping them manage their finances in order to create wealth.

With 30 years of experience, Blake provides his clients knowledge and expertise in the administration of trusts and estates.  He assists high net-worth individuals with financial and estate planning and helps customers create and implement financial plans to meet their individual investment goals.
He has a B.A. in Economics from the University of Virginia, is a graduate of the Virginia Bankers School of Bank Management and has successfully completed numerous trust and estate administration courses through Cannon Financial Institute.
Some of his community involvement includes the Museum of the Shenandoah Valley and the Winchester Medical Center Foundation.

I work hard to deliver … service while building a close relationship with my clients so they can feel they have a trusted advisor in the administration and management of their finances.

Stephanie has 34 years in banking, operations, and trust services. Her knowledge and expertise is administration of trusts and estates as well as individual retirement accounts. She works with her clients to assist them with investment goals, financial and estate planning, which includes providing peace of mind in assisting with decisions for future distribution of wealth to family, charities and other philanthropic interests.
Stephanie attended Southeastern Trust School at Campbell University in NC, in addition to classes in Business Law at Lord Fairfax Community College.
She is involved with the Shenandoah Apple Blossom Festival, member of the Preservation of Historic Winchester and Museum of the Shenandoah Valley. She is an active member of Calvary Church of the Brethren. She has 2 children and 3 grandsons.

I work hard to deliver … top notch solutions and services for our team and our customers.

Laurie has 26 years of experience in banking and trust services.  She is a liaison with the systems and partnership companies set up to provide services to our trust clients, handles in-house tax forms and returns and does extensive work with outside firms in the transfer of securities to and from our clients.
She attended the Lord Fairfax Community College and specializes in Trust Operations.  She has successfully completed 3 years of Trust Operations through Cannon Financial Institute.
Laurie is also an active member of White Hall U.M. Church and works with the James Wood High School Band Boosters.