People You Know – our wealth management is here for you
The experience and expertise of F&M Trust’s Investment & Trust Services team adds up to security, success, and peace of mind for our clients. Our team of officers average more than 23 years of experience each in the financial services industry, backed by a dependable administrative and support staff.
We invite you to call on any of our wealth management professionals and schedule an appointment to discuss your financial goals.
Get to know more about each of our professionals by reading their biographies through the links below:
- Lise Shehan, Esquire
Senior Vice President - Investment & Trust Services Manager
- Warren Hurt
Vice President - Senior Investment Portfolio Manager
- David Luo CFA
Investment Portfolio Manager
- Jim Probst
Vice President – Investment & Trust Services Relationship Manager
Registered Representative, INVEST
- Carole Crist
Vice President – Investment & Trust Services Relationship Manager
Registered Representative, INVEST
- Chuck Porter
Vice President – Investment & Trust Services Relationship Manager
- Dennis Wilson, CTFA
Vice President – Investment & Trust Services Relationship Manager
Registered Representative, INVEST
- Diana Sponseller, CISP
Vice President – Investment & Trust Services Relationship Manager
Registered Representative, INVEST
- Dave Gority
Vice President – Investment & Trust Services Relationship Manager
- Andrew Otto
Investment & Trust Services Relationship Manager
Registered Representative, INVEST
- Matthew Brennan
Investment Counselor
Registered Representative, INVEST
- Avis Graham, RFC, CFP, CASL
Assistant Vice President – Investment Counselor
Registered Representative, INVEST
- Rod Salter, FSS, CTFA
Assistant Vice President – Investment Counselor
Registered Representative, INVEST
- Heather Hershey
Estate Administration Officer
- Ron Froeschle, QPA, QKA
Vice President - Employee Benefits Officer
Registered Representative, INVEST