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

  • Matt Berger 
    Investment & Trust Services Market Manager

  • Bruce Smith
    Investment & Trust Services Market Manager

  • Warren Hurt 
    Vice President - Chief Investment Officer

  • David Luo, CFA
    Investment Portfolio Manager
                                                                    
  • Jim Probst 
    Vice President – Investment & Trust Services Relationship Manager

  • Carole Crist 
    Vice President – Investment & Trust Services Relationship Manager

  • Dennis Wilson, CTFA 
    Vice President – Investment & Trust Services Relationship Manager

  • Diana Sponseller, CISP 
    Vice President – Investment & Trust Services Relationship Manager

  • Dave Gority 
    Vice President – Investment & Trust Services Relationship Manager  

  • Andrew Otto, CFP 
    Investment & Trust Services Relationship Manager

  • Ron Froeschle, QPA, QKA 
    Vice President - Employee Benefits Officer
     
  • Heather Hershey 
    Estate Administration Officer

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