Wye Financial & Trust is a division of Shore United Bank. 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. 

Check the background of investment professionals associated with this site on FINRA's Broker Check
Select one of these two buttons to sort team members by either their last names (technically: by the second word) or by their titles. Default sort order is the order items are added into the accordions, which is not necessarily sorted at all. The buttons start with ascending order upon the first press, then switch back and forth independently between descending and ascending after each press.
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Talli Oxnam
  • 26 years Business Strategy, Management and Finance Experience 
  • Education: Bachelor of Arts, University of Puget Sound and ABA Advanced Trust School Graduate
  • Experience in Business Management and Sales, Finance, Trust and Retirement Plan Administration
  • Professional Affiliations: Leadership Maryland Class of 2015, Women & Girls Fund of the Mid-Shore Past-President, Chesapeake Bay Maritime Museum Board Member, Junior Achievement of Talbot County Past-Chair, Christ Church - St. Peter's Parish Investment & Endowment Committee
Lora Davis
  • 15 years Asset Management & Trust 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 Asset Allocation, Wealth Management, and Trust Administration 
  • Licensing: FINRA Series 7 and 66, 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
Tom Saxon
  • 24 years Asset Management, Retirement Planning, Mortgage Lending & Banking 
  • Education: Bachelor of Science in Business Administration with a concentration in Finance, Salisbury University
  • Experience in Life, Health, Property & Casualty and Variable Products 
  • Licensing: FINRA Series 7, 63, 65 and 66, Maryland Life & Health
  • Professional Affiliations: Junior Achievement of the Eastern Shore Volunteer
Christopher Parks
  • 4 years Retirement, Investment and Annuity Experience
  • Education: Bachelor of Science in Mathematics with a concentration in Applied Mathematics, Salisbury University, CERTIFIED FINANCIAL PLANNER™
  • Experience in Small Business Management, Life, Health and Variable Products
  • Licensing: FINRA Series 7, 63, 65, Maryland Life & Health
  • Professional Affiliations: CMUS Treasurer, Sacred Heart Catholic Church

Lori Wrightson
  • 20 years in the Financial Industry, Wealth Management, Trust Operations and Banking
  • Education: Bachelor of Science in Business Administration and Management, Towson University and ABA Trust School Graduate II 
  • 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, Certified Emergency Response Team, Talbot County Team
Tammy Schnable
  • 13 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
  • 27 years Retirement Planning, Portfolio Management, Variable and Fixed Annuities and Life and Long-Term Care Insurance
  • Education: Bachelor of Science in Business Administration, 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
  • Professional Affiliations: Baltimore County Arts Guild