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Our Wealth Management Team

Wealth management is about more than money. It is about mapping out the life you want now and for your future, and then using the right tools to get there. We’re proud to provide our communities with over 60 years of wealth management advice and solutions.

Our Wealth Advisors take into account your individual story and where you want to go. We guide, mentor, and advise to help you reach your financial goals. Let us help you create an easy-to-follow plan that optimizes your assets and protects you and your family’s interests.

Request to meet with a team member today. We’re happy to help!

Our team of dedicated Wealth Advisors is readily available to offer support and assist in meeting your business and personal needs. Unleash your full potential with First United.

Wealth Management Team

Photo of Keith Sanders
Senior Vice President, Chief Wealth Officer

Keith Sanders

Photo of Annette Chapman
Vice President, Senior Wealth Advisor

Annette Chapman

Photo of Eric Delaney
Vice President, Senior Wealth Advisor

Eric Delaney

Photo of Sean McCreery
Assistant Vice President, Wealth Investment Officer

Sean McCreery

Preston Sharps
Vice President, Senior Wealth Advisor - Team Lead

Preston Sharps

Christine Sisler
Vice President, Director of Wealth Management Sales

Christine Sisler

Photo of Shane Small
Vice President, Senior Wealth Advisor - Team Lead

Shane Small

Photo of Dave Upole
Vice President, Senior Wealth Advisor

Dave Upole

Tony Abruzzino
Vice President, Senior Wealth Advisor

Tony Abruzzino

Julia Hershman
Wealth Advisor

Julia Hershman

Brandi Helman
Wealth Advisor

Brandi Helman

Wealth Advisor

Lauren Storm

G. McCoy
Wealth Advisor Associate

Gregory McCoy

Trevor Phillips
Wealth Advisor Associate

Trevor Phillips

Sarah Michael
Wealth Advisor Associate

Sarah A. Michael

Photo of Keith Sanders

Senior Vice President, Chief Wealth Officer

Keith Sanders

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Photo of Annette Chapman

Vice President, Senior Wealth Advisor

Annette Chapman

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Photo of Eric Delaney

Vice President, Senior Wealth Advisor

Eric Delaney

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Photo of Sean McCreery

Assistant Vice President, Wealth Investment Officer

Sean McCreery

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Preston Sharps

Vice President, Senior Wealth Advisor - Team Lead

Preston Sharps

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Christine Sisler

Vice President, Director of Wealth Management Sales

Christine Sisler

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Photo of Shane Small

Vice President, Senior Wealth Advisor - Team Lead

Shane Small

View Bio Sheet

Photo of Dave Upole

Vice President, Senior Wealth Advisor

Dave Upole

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Tony Abruzzino

Vice President, Senior Wealth Advisor

Tony Abruzzino

View Bio Sheet

Julia Hershman

Wealth Advisor

Julia Hershman

View Bio Sheet

Brandi Helman

Wealth Advisor

Brandi Helman

View Bio Sheet

Wealth Advisor

Lauren Storm

G. McCoy

Wealth Advisor Associate

Gregory McCoy

Trevor Phillips

Wealth Advisor Associate

Trevor Phillips

Sarah Michael

Wealth Advisor Associate

Sarah A. Michael

Two things are increasing: the cost of healthcare and the average life expectancy. Does your retirement plan take this into account? We can help you create a long-term plan for a happy retirement.

© 2025 First United Bank & Trust. All rights reserved.
If you wish to receive a printed copy of our Privacy Notice, please contact our Customer Service Center at 1-888-692-2654.
NOTICE: First United Wealth Management products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or its affiliates, ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by First United Bank & Trust or its affiliates; and iii) are subject to investment risks, including the possible loss of value.
To use and view some of our content, you may need to download a PDF Reader. You can get a free copy of this software from Adobe at this link.

© 2025 First United Bank & Trust. All rights reserved.
If you wish to receive a printed copy of our Privacy Notice, please contact our Customer Service Center at 1-888-692-2654.
NOTICE: First United Wealth Management products and services: i) are not deposits or other obligations of, nor are they guaranteed by, First United Bank & Trust or its affiliates, ii) are not insured by the Federal Deposit Insurance Corporation (FDIC) or any other agency of the United States or by First United Bank & Trust or its affiliates; and iii) are subject to investment risks, including the possible loss of value.
To use and view some of our content, you may need to download a PDF Reader. You can get a free copy of this software from Adobe at this link.