Meet the Wye Financial Partners Team

Dedicated to helping you reach your goals.

Offering comprehensive, customized strategies and exceptional service.

Together, our team of experienced professionals are dedicated to helping our clients navigate toward their financial goals.

Executive Vice President, Wealth Management

CONTACT TALLI

Vice President

LPL Financial Advisor, MBA, CPFA

CONTACT LORA

LPL Financial Advisor, CFP®

CONTACT CHRIS

Wealth Management Operations Manager

CONTACT LORI

Client Service Manager

CONTACT TAMMIE

Vice President

LPL Financial Advisor, ChFC

CONTACT KATHY

LPL Investment Planner

RHU, CLU, Paraplanner

CONTACT NANETTE

Financial Planning Assistant

CONTACT PLEZZANT

Client Services Associate

CONTACT ROSALINDA

Wealth Management and Trust services are offered through Wye Trust, a division of Shore United Bank N.A.. Shore United Bank N.A. and Wye Trust are not registered broker-dealers.

*If you need to make a trade for your brokerage account urgently, please contact LPL Financial Client Services at (800) 558-7567.

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

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

Shore United Bank, N.A. provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Shore United Bank N.A. for these referrals. This creates an incentive for Shore United Bank, N.A. to make these referrals, resulting in a conflict of interest. Shore United Bank, N.A. is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. This communication is strictly intended for individuals residing in the state(s) of AL, CA, CO, DE, DC, FL, GA, KY, ME, MD, MA, NJ, NY, NC, OH, PA, SC, TX, UT, VA and WV. No offers may be made or accepted from any resident outside the specific states referenced.