An F&M Trust wealth advisor can help you evaluate what you will need to retire comfortably and track your progress towards that goal with the appropriate amount of investment risk.
F&M Trust deposit products
WEALTH MANAGEMENT TEAM
Ready to help
Leadership Team
Matthew Berger, CFP®, CTFA
Vice President - Regional Wealth Manager
Erin Sunday, CTFA
Vice President - Regional Wealth Manager
Investment Team
Warren Hurt
Senior Vice President - Chief Investment Officer
Tony Klatko
Assistant Vice President - Investment Portfolio Manager
Becky Mull, AFIM®
Investment Portfolio Analyst
Capital Region
James McElhenie, CTFA
Vice President - Wealth Advisor
Ruth Shiffler
Vice President - Wealth Advisor
Larissa Cisneros
Wealth Sales Assistant
Southern PA and Northern Maryland
Dennis Wilson, CTFA
Vice President - Wealth Advisor
Alyssa Proctor, CFP®, CTFA
Vice President - Wealth Advisor
Carole Crist
Vice President - Wealth Advisor
Shawn Michael, CTFA
Assistant Vice President - Wealth Advisor
Michell Friese, FPQP®
Assistant Wealth Advisor
Darrien Uglow
Assistant Wealth Advisor
Cherie Orndorff
Senior Wealth Sales Assistant
Estate Settlement Team
Heather Helm
Assistant Vice President - Estate and Tax Administration Officer
Debra Boyd
Estate Assistant
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