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Wealth Management Team

When it comes to Financial Planning, Investment Management, Trust Administration, Wealth Custom Lending, Estate Settlement, Insurance Services and Brokerage Services, clients choose The Fauquier Bank Wealth Management professionals to manage their financial needs. We have the history, resources, and a large team of certified financial advisors with years of wealth management experience to help you plan for financial success.

 

Wealth Management Page

Sally Marks

Sally Marks, CFP®, CRSP®

Meet Sally

Wendolyn Worley

Wendolyn L. Worley, CTFA®

Meet Wendy

BreeAnn Edmonds

BreeAnn N. Edmonds, CFP®

Meet BreeAnn

Lauren Buffum

Lauren Buffum
Wealth Private Banker

Meet Lauren

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Patrick Heijmen
Director of WMS

Meet Patrick

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Jessica Ashby
VP Financial Advisor, Infinex

Meet Jessica

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Lauren Buffum

VP Wealth Private Banking

Lauren BuffumLauren joined Fauquier Bank as a VP Commercial Lender in December of 2016. In 2018, Lauren accepted the Private Banking position; a subset of Wealth Management. Although fairly new to TFB, Lauren brings over 20 years of banking experience to the Community.

Prior to TFB Lauren worked 15 years with BB&T in various banking positions to include graduating from BB&T’s Leadership Development Program in 2006. Over Lauren’s banking career she has been a client advocate specializing in retail, small business and commercial lending and banking. Using the combine years of experience and various banking roles throughout her career, Lauren was supported in creating and leading the Private Banking services now offered at TFB. Lauren’s clients gravitate to her based on her philosophy; which is to understand the banking industry so as to be a consultative advisor to our high net worth clientele and guide them toward their financial dreams and goals.

Lauren is currently a member of the Fauquier Chamber of Commerce. She is the Treasurer for Safe Harbor – a Not for Profit in Fredericksburg and was recently voted as the Secretary for the Warrenton Rotary Club.

Lauren and her family have lived in Fauquier County for over 10 years. She and her husband Matthew have 2 children, Jacob and Samantha. In her spare time, when she and Matthew aren’t driving the kids to wrestling (Go Eagles), dance and gymnastics, she enjoys reading, camping, and the beach or lake life.

BreeAnn N. Edmonds, CFP®

BreeAnn EdmondsVP Trust Officer, TFB

BreeAnn has a strong working knowledge of Trusts and Estates, having obtained a B.A. in Trust & Investment Management from Campbell University, the only degree program of its kind in the US. She went on to complete an MBA from Campbell University before moving to Warrenton to begin her career with TFB as a Trust Officer in 2006.

Over the years, BreeAnn has continued her education, completing a Boston University online program for Financial Planning in 2011 and then becoming a CERTIFIED FINANCIAL PLANNER™. BreeAnn’s desire to help our clients reach their financial goals is paramount in her career and outside of work. She pursues a personal life of adventure through favorite activities such as waterskiing and travel.

Sally C. Marks, CFP®, CRSP®

Sally MarksSVP Trust Officer, TFB
Financial Advisor, Infinex

Sally is the longest standing member of the Wealth Management team, having begun her career in the Trust Department in 1985. In addition to her positions as Sr. Vice President and Sr. Trust Officer for TFB, Sally is also an Infinex Financial Advisor.

She obtained a B.S. from West Virginia University and during her career, has completed various schools and certifications, including Cannon Financial Institute Employee Benefits Graduate School, Cannon Personal Trust School, ABA National Trust School, ABA National Graduate Trust School, and Dalton Education Financial Planning Institute. Sally is a Certified Retirement Services Professional (CRSP) and also holds FINRA series 6, 7 and 63 securities licenses.

Most recently, she has achieved certification as a CERTIFIED FINANCIAL PLANNER™. Sally lives in Fauquier County. She serves the community in various areas such as volunteering in her church, serving as founding treasurer of a local preschool and serving on the board of Hospice Support of Fauquier. In her free time, she enjoys, gardening, reading, yoga, and helping others.

Some securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TFB Wealth Management Services is a trade name of The Fauquier Bank. Infinex and the Bank are not affiliated.

Wendolyn L. Worley, CTFA®

Wendolyn WorleyVP Trust Officer, TFB

Wendy joined TFB in 2001. She is a well-rounded resource in all areas of wealth management with a primary focus on Trust and Estate Administration. She has a B.A. degree in Music and is a graduate of Southwestern College in Winfield, Kansas, Southeastern Trust School, and the Cannon Financial Institute Personal Trust School.

Wendy has completed the coursework and is working towards becoming a CERTIFIED FINANCIAL PLANNER™. She volunteers at her church and sings in the community chorale. Wendy enjoys spending time with her two children and attending their various activities, reading, and cross-stitch crafting.

Patrick Heijmen

Wendolyn WorleyDirector of Wealth Management Services

Patrick returned to TFB in 2018.  Most recently he was the Senior Vice President and Program Manager at Middleburg Bank.  Prior to that he was at TFB from 2003 to 2005. He has a B.S degree in Advertising with a minor in business from the University of Texas at Austin.  Patrick earned his CERTIFIED FINANCIAL PLANNER™ designation in 2006 and added the Certified Trust and Financial Advisor designation in 2010.  Patrick also has series 7, 66 and Life and Health Insurance licenses.   Throughout his career, Patrick has worked with individuals and small and mid-sized business on achieving their financial goals and objectives.

Patrick and his wife Elizabeth have lived in Warrenton for over 15 years and they have 2 children.  In his free time he enjoys traveling, playing golf and reading.

Jessica Ashby

Wendolyn WorleyVP Financial Advisor, Infinex

Jessica Ashby joined TFB in 1999, starting her career as a teller, and working her way up through the organization serving our clients as a customer service representative, branch manager, business development officer, and ultimately in 2008 as a financial advisor.  She graduated with a B.S. degree from Old Dominion University in Business Management and has obtained her Series 7, Series 66, Life and Health Insurance License, Property and Casualty Insurance License, and is now a CERTIFIED FINANCIAL PLANNER™.  Jessica’s entire career has been spent in the financial services industry giving her a broad range of knowledge and various perspectives.  As a local Warrenton resident, she is married with one son and enjoys the outdoors, fishing, hiking and camping with her husband and family.

Wealth Management Disclaimer

Some securities are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. TFB Wealth Management Services is a trade name of The Fauquier Bank. Infinex and the Bank are not affiliated.

 

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