I work hard to deliver... advice and solutions that make sense for the customer’s individual needs and risk tolerance.

With 43 years of banking experience, Marshall’s expertise lies in overseeing and managing the Wealth Management Division, which also involves administering estates, trusts, individual retirement accounts (IRA’s) and investment management accounts.
His formal education includes a B.S. in Business and Minor in Economics from Shepherd College.  Also he has received the basic, standard and advanced banking certificates from the American Institute of Banking and several trust professional schools through Cannon Financial Institute. Marshall is also a Certified Trust and Financial Advisor (CTFA), Certified Securities Operations Professional (CSOP) and a Certified IRA Services Professional (CISP).
His community involvement includes being Treasurer of the United Way of Northern Shenandoah Valley, a Board of Director of Winchester Host Lions Club, Secretary/Treasurer of WHL Charities, Inc. and Master Mason in the Winchester Hiram Lodge #21 and more.

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 … 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.