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Julia Hershman Promoted to Wealth Advisor

Julia Hershman Promoted to Wealth Advisor

Chris Sisler, Director of Wealth Management Sales at First United Bank & Trust, is pleased to announce the promotion of Julia Hershman to Wealth Advisor. Bringing a background of relationship development, teamwork, and sales skills, Julia will focus on wealth and...

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First United Promotes Laura Helmich

First United Promotes Laura Helmich

First United Promotes Laura Helmich to Director of Specialized Banking. Jason VanSickle, Managing Director of Financial Solutions, of First United Bank & Trust is pleased to announce that Laura Helmich has been appointed as Director of Specialized Banking. With...

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An Uncommon Story – Westwood Charm Boutique

An Uncommon Story – Westwood Charm Boutique

Our Uncommon Stories Season 4 continues with Westwood Charm Boutique in Martinsburg, West Virginia. Thanks to the community’s support and some outside-the-box thinking, especially when it came to weathering the COVID-19 pandemic, the store demonstrates the importance, resilience, and strength found in local businesses.

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AJ Savopoulos promoted to Assistant IT Manager

AJ Savopoulos promoted to Assistant IT Manager

AJ Tasker, Managing Director of Information Technology at First United Bank & Trust, is thrilled to announce that AJ Savopoulos has been appointed as the Assistant IT Manager. In this new role, AJ will manage daily IT applications, support initiatives to enhance customer value, and oversee the Bank’s infrastructure.

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2024 First United Golf Tournament

2024 First United Golf Tournament

First United Bank & Trust sponsored the 36th Annual Charity Golf Tournament at the Oakland Golf Club on Friday, July 12, 2024. This tournament has become a tradition and has raised over $700,000 for local charities. Participants enjoyed a challenging round of golf, and at the same time, raised needed funds to support numerous community projects. This year, the recipient of the tournament proceeds was the United Way of Garrett County, to which First United donated $ 47,500.

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Andrew Hardesty Awarded Top Honors

Andrew Hardesty Awarded Top Honors

Andrew Hardesty, Commercial Relationship Manager, has successfully finished the Commercial Credit Training Course provided by Credit Training, Inc. Andrew not only achieved a rare 90+ designation on the final exam, but also attained the highest score in the May 2023 class.

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What Matters Most – Navigating Employee Benefit Plans with Brandi Helman

What Matters Most – Navigating Employee Benefit Plans with Brandi Helman

In this insightful episode of ‘What Matters Most’, we talk with Brandi Helman, Wealth Advisor at First United’s Wealth Management Department, and delve into the nuances of Employee Benefit Plans (EBPs). They discuss the critical role of EBPs for both employees and employers, how to leverage these benefits, and the importance of EBPs in fostering a committed and stable workforce.

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What Matters Most – Empowering Our Community with Phyllis York of ECLN

What Matters Most – Empowering Our Community with Phyllis York of ECLN

In this episode, we talk with Phyllis York, the Founder and Executive Director of the Empowering Community Leaders Network (ECLN), about their transformative mentoring program for girls. Discover how ECLN is building leadership capacity, fostering self-confidence, and promoting community engagement, and learn how you can get involved. For more information, visit their website at eclninc.org.

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What Matters Most – Tax Updates & Updates with Shane Small

What Matters Most – Tax Updates & Updates with Shane Small

In this episode, we welcome Shane Small, VP & Senior Wealth Advisor at First United Bank & Trust, for a timely discussion on tax updates from the Wealth Management area. As the mid-year approaches, it’s crucial to review your taxes and ensure you’re on the right track. Shane shares valuable insights on changes in retirement accounts, including Required Minimum Distributions (RMDs), as well as capital gains requirements. Moreover, he highlights the importance of retirement planning and how individuals can effectively manage their income and tax burdens. Tune in to gain practical advice and expert tips to optimize your financial well-being.

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What Matters Most – More Mortgage Options with Becky Crowell & Jim Stemple

What Matters Most – More Mortgage Options with Becky Crowell & Jim Stemple

Join us as we welcome Mortgage Relationship Managers Becky Crowell and Jim Stemple, who will discuss the merger between First United and First Mortgage Services, highlighting the benefits for the organization and its customers. Discover how this merger enhances First United’s services, providing more mortgage options and leveraging the team’s extensive experience in this must-listen episode for anyone interested in mortgages.

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What Matters Most – Estate Planning with Annette Chapman

What Matters Most – Estate Planning with Annette Chapman

Join us on our latest podcast as we sit down with Annette Chapman, VP and Senior Wealth Advisor in First United’s Wealth Management Department. Annette will be sharing her valuable insights on estate planning, discussing what it is, who should consider it, and the key documents that make up a sound estate plan. Whether you’re new to estate planning or looking for ways to improve your existing plan, Annette’s expertise will provide you with the knowledge and tools you need. Estate planning is a critical component of any sound financial strategy, and this podcast is an essential listen for anyone looking to safeguard their assets and provide for their loved ones. Tune in now and discover the importance of estate planning.

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What Matters Most – MBA 2023 Food Drive

What Matters Most – MBA 2023 Food Drive

Today we are joined by Blake Walker, VP and Director of Commercial Services at First United Bank & Trust, and Dana Jung, 1st VP and Director of Business Resiliency at Eagle Bank, to discuss the MBA 2023 Emerging Leaders Champion Program and their philanthropic effort to assist Maryland and West Virginia Food Banks with a year long food drive.

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