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Wealth Management Team

When it comes to Financial Planning, Investment Management, Trust Administration, Wealth Custom Lending, Estate Settlement,  Brokerage and Insurance Services (through LPL), 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

TFB Trust Services

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Debra L. Purrington, J.D.

Meet Debra

Wendolyn Worley

Wendolyn L. Worley, CTFA®

Meet Wendy

BreeAnn Edmonds

BreeAnn N. Edmonds, CFP®

Meet BreeAnn

TFB Private Banking & Treasury Management

Lauren Buffum

Lauren Buffum
Client Strategist

Meet Lauren

Ellen Winston

Ellen Winston
Client Strategist

Meet Ellen


TFB Investment Services

Patrick Heijmen

Patrick Heijmen, CFP®
 Director of Wealth Management
SVP, Financial Consultant

Meet Patrick

Jessica Ashby

Jessica Ashby, CFP®
VP, Financial Consultant

Meet Jessica

 

 

Lauren Buffum

VP, Client Strategist

Lauren BuffumLauren joined The Fauquier Bank as a VP Commercial Lender in December of 2016. In 2018, Lauren entered into Private Banking; a subset of Wealth Management. Lauren is currently serving as a Client Strategist for consumer and commercial clients. 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 combined 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.

Ellen Winston

VP, Client Strategist

Ellen WinstonCheck back soon for more information on Ellen!

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.

Debra L. Purrington, J.D.

Debra PurringtonSVP, Director of Trust Services

Debra Purrington is Director of Trust Services and internal corporate counsel at The Fauquier Bank.  She is an attorney and wealth management professional with decades of experience in the private practice of law and administration of trusts and estates, including a prior role as a corporate executive with responsibility for a large regional corporate trust department.  Debra appreciates opportunities to bring new ideas to the clients of TFB Wealth Management and to collaborate with the other members of the TFB Wealth Management group.

A graduate of Mount Holyoke College, Debra received her law degree from Western New England College and completed coursework in the post-graduate taxation program of Boston University.  She is admitted to the bar in Massachusetts and Maryland and holds a Provisional Corporate Counsel Certificate in Virginia.  She has authored numerous publications on trust and estate-related topics.  Debra came to TFB from Western Massachusetts, where she practiced law for years.  Her legal experience includes counsel to corporate and individual trustees on matters of trusts and estates, including probate litigation. 

Debra’s non-profit engagements have included service as Trustee of the Springfield Symphony Orchestra, President of the Estate Planning Council of Hampden County, Inc., and as volunteer counsel to many non-profit organizations.  

Debra enjoys spending time with her husband and young adult children and exploring her new Warrenton community, reading, and attending musical performances.  

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, CFP®

Wendolyn WorleySVP, Director of Wealth Management

Patrick returned to TFB in 2018.  Most recently he was the Senior Vice President and Program Manager at Middleburg Bank, a Division of Access National 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 registrations currently held through LPL Financial and Life and Health Insurance licenses.   Throughout his career, Patrick has worked with individuals and small and mid-sized business on pursuing 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.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products offered through LPL  or its licensed affiliates. The Fauquier Bank and TFB Wealth Management are not registered broker-dealers or investment advisor. Registered representatives of LPL offer products and services using TFB Wealth Management, and may also be employees of The Fauquier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Fauquier Bank or TFB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Wealth Management Disclaimer

Jessica Ashby, CFP®

Wendolyn WorleyVP, Financial Consultant

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, 66 registrations currently held through LPL Financial, 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.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products offered through LPL or its licensed affiliates. The Fauquier Bank and TFB Wealth Management are not registered broker-dealers or investment advisor. Registered representatives of LPL offer products and services using TFB Wealth Management, and may also be employees of The Fauquier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Fauquier Bank or TFB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Wealth Management Disclaimer

 

 

BrokerCheck

 

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC. Insurance products offered through LPL  or its licensed affiliates. The Fauquier Bank and TFB Wealth Management are not registered broker-dealers or investment advisor. Registered representatives of LPL offer products and services using TFB Wealth Management, and may also be employees of The Fauquier Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Fauquier Bank or TFB Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Wealth Management Disclaimer

 

 

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