Wye Financial & Trust is a division of Shore United Bank, and a member of Shore Bancshares community of companies. At Wye Financial & Trust our experienced team are accessible around the clock to meet your wealth management needs. Our office is located at 16 N. Washington Street Easton, MD 21601. Our office phone number is (410) 763-8543.

Check the background of investment professionals associated with this site on FINRA's Broker Check

Team Member
Talli Oxnam
  • 22 years Business Management and Finance Experience 
  • Education: Bachelor of Arts, University of Puget Sound and ABA Trust School Graduate
  • Experience in Business Management, Finance, 401(k) Administration & Trust Administration 
  • Professional Affiliations: Leadership Maryland Class of 2015, Board Member of Chesapeake Bay Maritime Museum and Junior Achievement of Talbot County. President of Women & Girls Fund of the Mid-Shore and serves on the Investment and Finance Committees of Christ Church
Lora Davis
  • 11 years Asset Management Experience 
  • Education: Bachelor of Science, in Finance with concentration in Financial Planning and MBA, Salisbury University, Perdue School of Business and ABA National Trust School Graduate 
  • Experience in Asset Allocation, Wealth Management, and Trust Administration 
  • Licensing: FINRA Series 7 and 66 
  • Professional Affiliations: Talbot County Chamber of Commerce, Talbot County Young Professionals Member and Past President, Centreville Rotary Club, Chesapeake Women’s Network of Queen Anne’s, QA Soccer Club Board Member and Coach, and serves on the Vestry and Finance Committees of St. Luke's Parish
Tom Saxon
  • 15 years Banking, Mortgage Lending, Fixed Income Securities and Financial Services 
  • Education: Bachelor of Science, Salisbury University in Business Administration with a concentration in Finance 
  • Experience in Life, Health, Property & Casualty and variable products 
  • Licensing: FINRA Series 7, 63, 65 and 66
  • Professional Affiliations: Tour de Cure for the American Diabetes Association
  • Bachelor of Science in Mathematics with a concentration in Applied Mathematics, Salisbury University
  • Experience in Retirement Planning, Investment and Annuity Strategy, Small Business Management, Life, Health and variable products
  • Licensing: FINRA Series 7, 65, Maryland Life & Health
  • Professional Affiliations: Rotary Club of Easton, Sacred Heart Catholic Church

  • 7 years in the Investment Industry 
  • Education: Bachelor of Science, University of Delaware in Business Administration with a concentration in Finance
  • Experience in Personal Trust, Retirement and Corporate Asset Management 
Lori Wrightson
  • 17 years in the Financial Industry; Wealth Management, Trust Operations and Banking
  • Education: Bachelor of Science, Towson University in Business Administration and Management and ABA Trust School II Graduate 
  • Experience in Wealth Management Investments, Trust Administration, & Financial Services
  • Professional Affiliations: American Cancer Society’s Hometown Hero Campaign Volunteer, Youth and Mission work for Christ Church St. Peter’s Parish
Terri Sharpless
  • 23 years Banking, Audit Services Administration and Compliance Management 
  • Education: Bachelor of Arts, Salisbury University 
  • Professional Affiliations: Salisbury University Athletic Hall of Fame Board Member
Tammy Schnable
  • 10 years Financial Service Administration Experience
  • Education: Associate’s Degree, Chesapeake College
  • Experience in managed futures, commodity trading, branch operations, and compliance regulation for Wealth Management and Brokerage teams

Neil Zurowski
  • 24 years Investment Professional Experience including Retirement Planning, Portfolio Management, Variable and Fixed Annuities and Life and Long Term Care Insurance
  • Education: Bachelor of Science in Business Administration, with triple degree in Finance, Real Estate and Personnel Management, The American University
  • Experience in Personal Trust, Employee Benefits, Investment Management, Life, Health, Property & Casualty and variable products
  • Licensing: FINRA Series 7, 63, 65 and 66, Maryland Life & Health, Variable Insurance, Property & Casualty and Long Term Care
  • Professional Affiliations: Baltimore County Arts Guild