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.
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Senior Vice President, Manager
23 years Business Strategy, Management and Finance Experience
Education: Bachelor of Arts, University of Puget Sound and ABA Advanced Trust School Graduate
Experience in Sales, Business Management, Finance, Retirement Plan Administration and Trust Administration
Professional Affiliations: Women & Girls Fund of the Mid-Shore President, Chesapeake Bay Maritime Museum Board Member, Junior Achievement of Talbot County President, Christ Church, St. Peter's Parish Easton Treasurer, Leadership Maryland Class of 2015
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: Registrations held through LPL Financial
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, Vestry Member St. Luke's Parish Church and Finance Committee Member of the Episcopal Diocese of Easton