Vice President and Trust Officer
Email Stephanie
O: 540.678.2711
F: 540.665.9847
I work hard to deliver … service while building a close relationship with my clients so they know they have a trusted advisor in the administration and management of their finances.
Stephanie has 35 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.