Our Story

Wye Financial Services, LLC was founded in 2002 and has grown into two divisions: Wye Financial Partners, and Wye Trust.

Wye Financial Partners is a financial services firm offering full-service investment and insurance solutions through our broker/dealer, LPL Financial. LPL Financial is the largest independent broker/dealer in the country and has been a partner of ours for over a decade.

We offer comprehensive financial strategies and exceptional service tailored to meet the individual and business needs of our clients. We are built around the character of our people and committed to the success of our clients and communities. Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals.

  • We care about our clients and our communities and value our relationships
  • We are committed to providing exceptional service
  • We pride ourselves on open communication, empathy, and transparency

Our Services

  • Financial Planning
  • Guided Wealth Portfolios
  • Retirement Plan Services
  • Life Insurance
  • Long-Term Care Insurance
  • Employer 401(k) Plans
 

Our Locations

Our offices are located at:
  • 16 N. Washington St., Easton, MD 21601
  • 1101 Maiden Choice Ln., Arbutus, MD 21229
Check the background of investment professionals associated with this site on FINRA's Broker Check
 

Our Team

 
Talli Oxnam
 

Talli Oxnam, Senior Vice President

Manager

  • 27 years Business Strategy, Management and Finance Experience
  • Education: Bachelor of Arts, University of Puget Sound and American Bankers Association Advanced Trust School Graduate
  • Experience in Business Management, Corporate Trust Administration, Nonprofit Endowment Management and Employer-Sponsored Retirement Plan Administration
  • Professional Affiliations: Leadership Maryland Class of 2015, Current Chesapeake Bay Maritime Museum Board Member, Current UM Shore Regional Health Investment Committee Member, Current Country School Board of Trustees, Current Camp Wright Board Member, Past President Women & Girls Fund of the Mid-Shore, Past Chair Junior Achievement of Talbot County, Past Vestry Member and Investment & Endowment Committee Christ Church - St. Peter's Parish.
 
 

Lora Davis, MBA, Vice President

LPL Financial Advisor

  • 16 years Investment Management, Corporate Trust and Employer-Sponsored Retirement Plan Experience
  • Education: Bachelor of Science in Finance with concentration in Financial Planning and Master of Business Administration, Salisbury University, Perdue School of Business and ABA National Trust School Graduate
  • Experience in Wealth Management, Trust Administration, Charitable Reminder Unitrusts and Grantor Retained Annuity Trusts
  • Licensing: FINRA Series 7 and 66 through LPL Financial, Maryland Life & Health
  • Professional Affiliations: Chesapeake Women’s Network of Queen Anne’s County, Power of 100 Chesapeake, QA Soccer Club Board Member, Character Counts! Queen Anne's County People of Character
 
Chris Parks
 

Christopher E. Parks, CFP™

LPL Financial Advisor

  • 6 years Investment Management, Retirement Planning and Annuity Experience
  • Education: Bachelor of Science in Mathematics with a concentration in Applied Mathematics, Salisbury University, CERTIFIED FINANCIAL PLANNER™
  • Experience in Personal Financial Planning, Small Business Management, Life, Health and Variable Products
  • Licensing:  FINRA Series 7, 63, 65, Maryland Life & Health
  • Professional Affiliations: Past Community Mediation Upper Shore Treasurer, Sacred Heart Catholic Church Volunteer
 
Tom Saxon
 

Tom Saxon

LPL Financial Advisor

  • 26 years Investment Management, Retirement Planning, Mortgage Lending & Banking Experience
  • Education: Bachelor of Science in Business Administration with a concentration in Finance, Salisbury University
  • Experience in Wealth Management, Brokerage, Life, Health, Property & Casualty and Variable Products
  • Licensing: FINRA Series 7, 63, 65 and 66 through LPL Financial, Maryland Life & Health
  • Professional Affiliations: Junior Achievement of the Eastern Shore Volunteer, Young Life & Salvation Army Volunteer

Neil Zurowski

W. Neil Zurowski

LPL Financial Advisor

  • 28 years Insurance, Estate and Retirement Planning, Business Succession Strategy, and Legacy/Charitable Giving Strategy Experience
  • Education: Bachelor of Science in Business Administration, The American University
  • Experience in Investment Management, Life Insurance and Long-Term Care Planning
  • Licensing: FINRA Series 7, 63, and 65 through LPL Financial, Maryland Life & Health
  • Professional Affiliations: Active member Gonzaga College High School Alumni Association, Member Forever Gonzaga Society, Past Board member Baltimore County Arts Guild
 
Lori Smith
 

Lori Smith

Wealth Management Operations Manager

  • 21 years Financial Services, Wealth Management, Trust Operations and Banking Experience
  • Education: Bachelor of Science in Business Administration and Management, Towson University and ABA Trust School
  • Experience in Wealth Management Operations, Trust Administration, & Financial Services
  • Professional Affiliations: American Cancer Society Volunteer, Youth and Mission work for Christ Church - St. Peter’s Parish Easton, Kent Island Beach Clean Up Volunteer, Talbot County Certified Emergency Response Team Volunteer
 
Tammi Schnable
 

Tammie Schnable

Client Service Associate

  • 13 years Financial Service Administration Experience
  • Education: Associate’s Degree, Chesapeake College
  • Experience in Wealth Management and Brokerage Client Services, Managed Futures, Commodity Trading, Branch Operations, and Compliance Regulation

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA and SIPC). Insurance products are offered through LPL or its licensed affiliates. Shore United Bank and Wye Financial Partners are not registered as a broker-dealer or investment advisor. Registered representative of LPL offer products and services using Wye Financial Partners and may also be employees of Shore United Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Shore United Bank or Wye Financial Partners. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed
Not Bank Deposits or Obligations May Lose Value

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, CO, CT, DE, DC, FL, GA, IL, ME, MD, MA, MI, NH, NJ, NY, NC, PA, RI, SC, SD, TX, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.