Meet our Team

Our TFB Wealth Management associates do more than just execute transactions for client’s accounts; we design solutions to achieve your financial goals and provide ongoing assistance to implement, adjust and monitor your plan to reach those goals.

Sally

Sally C. Marks, CRSP®

Senior Vice President & Senior Trust Officer

Sally joined the Bank in 1985.  She has held various positions in the Trust Division and currently oversees management of the Wealth Management Services Division.  Sally earned a BS from West Virginia University, and is a graduate of the Cannon Financial Institute Personal Trust School and Employee Benefit School.  In addition, she attended the American Bankers Association National Trust School and Graduate Trust School.  Sally is a Certified Retirement Services Professional and holds Series 7 and 63 investment registrations.

Nathan

Nathan S. Gilbert, CTFA®

Vice President TFB & Financial Consultant, Infinex

Nathan has been an associate at TFB since 1998.  A graduate of James Madison University, he continued his education at the Cannon Financial Institute Personal Trust School and earned the American Bankers Association designation of Certified Trust and Financial Advisor.  A Registered Investment Advisor Representative, Nathan holds Series 7 and 66 investment registrations, as well as his Life and Annuity license.  He is working towards his CERTIFIED FINANCIAL PLANNER™ designation. Nathan focuses his attention to helping clients find alternatives to traditional bank products, assisting clients with retirement planning, and helping clients with trust and estate planning. 

Sarah

Sarah J. Yakel, CFP®

Vice President & Trust Officer

Sarah joined the Bank in 2004.  Her well-rounded experience includes estate and trust administration as well as investment management and financial planning.  She holds a Trust Management/Pre-Law degree from Campbell University, Buies Creek, NC.  She is a CERTIFIED FINANCIAL PLANNER™ professional.  Sarah focuses her time on comprehensive financial planning and investment management for Wealth Management clients.  She is respected for her knowledge and understanding of the complex issues surrounding estate and financial planning.

Sarah volunteered her time as a Lord Fairfax Community College Educational Foundation Board member from 2007-2012 and served as Board Chair in 2012.   Sarah was awarded the LFCC College Board Medallion of Recognition in 2013 for her work with the Foundation Board.  In this leadership role and while demonstrating her strong financial expertise, she has helped the College successfully navigate the challenges of raising and managing money in a difficult economy. 

Wendy

Wendolyn Worley, CTFA®

Vice President & Trust Officer

Wendy joined the Bank in 2001.  She is a graduate of Southwestern College in Kansas, Southeastern Trust School and the Cannon Financial Institute Personal Trust School.  She holds the American Bankers Association Certified Trust and Financial Advisor designation.  Wendy’s experience in all areas of wealth management offers clients a well rounded resource, while she primarily focuses on Trust and Estate administration.

Bree Ann

BreeAnn N. Edmonds

Assistant Vice President & Trust Officer

BreeAnn joined the Bank in 2006.  She is a graduate of Campbell University, Buies Creek, NC, having received her bachelor’s degree in Trust and Investment Management as well as a Masters of Business Administration.  She focuses her talents on Trust and Estate administration, and is currently working towards her CERTIFIED FINANCIAL PLANNER ™ designation.

Jessica

Jessica Ashby

Vice President, TFB & Financial Consultant, Infinex

Jessica joined the bank is 1999 and has served in various roles, most recently as a Personal Banker.  Jessica graduated from Old Dominion University with a BS in Business Administration.  She holds several registrations, including Series 7, 63, Life and Annuities and Property and Casualty insurance licenses.  She currently focuses on investment services, including retirement and college planning for families and businesses, and is a valuable resource given her broad retail banking experience. 

Some securities offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC.  TFB Wealth Management Services is a trade name of the bank.  Infinex is not affiliated with either entity.

 

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