Our Story

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

Wye Trust offers wealth management, corporate trustee services and trust administration through Shore United Bank. We offer professionally managed investments and progressive strategies by partnering with a limited number of established outside portfolio managers. We partner each client with portfolio managers tailored to their needs. Our partnership expands our wealth management expertise to a significant team of professionals while continuing our commitment to local control and excellent service.

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 communications, empathy, and transparency

Our Services

  • Wealth Management
  • Trust Administration
  • Custodian Services
 

Our Locations

Our offices are located at:
  • 16 N. Washington St., Easton, MD 21601
  • 1101 Maiden Choice Ln., Arbutus, MD 21229

Our Teams

Talli Oxnam
 

Talli Oxnam, Senior Vice President

Manager
  • 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
 

Lora Davis, MBA, Vice President

LPL Financial Advisor
  • 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 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
  • 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 through LPL Financial, Maryland Life & Health
 
Tom Saxon
 

Tom Saxon

LPL Financial Advisor
  • 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 through LPL Financial, Maryland Life & Health
  • Professional Affiliations: Junior Achievement of the Eastern Shore Volunteer
 
Neil Zurowski
 

W. Neil Zurowski

LPL Financial Advisor
  • 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, and 65 through LPL Financial, Maryland Life & Health
  • Professional Affiliations: Baltimore County Arts Guild
 
Lori Smith
 

Lori Smith

Wealth Management Operations Manager
  • 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
 
Tammi Schnable
 

Tammie Schnable

Client Service Associate
  • 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

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

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