FIRST BANK - Key Persons
Job Titles:
- Officer
- Vice President Business Development
Adam has over 25 years of commercial and retail experience, assisting business owners in the Roanoke and New River Valleys. Adam understands the importance of building a trusted banking relationship. He specializes in assisting closely held companies with lending needs and maximizing cash flow positions through deposit and cash management functions. At the same time, protecting companies from increasing threats of fraud. He holds a B.S. in Finance from Virginia Tech. Adam is also deeply involved in the community as a Board Member of the local YMCA, in addition to coaching youth sports.
Andy has 39 years of experience with expertise in real estate and commercial financing. He holds a degree from Virginia Tech and is a graduate of the Virginia Bankers School of Bank Management. His community involvement includes the Winchester Downtown Development Authority, the International Development Association (IDA) of Winchester and more.
Job Titles:
- Business Development Officer
Angel has 44 years of banking experience focused on business development and commercial lending. He is a graduate of the Virginia Bankers School of Bank Management, studied commercial lending at East Carolina University, real estate lending at Fairfield University, and completed various other commercial lending seminars. His involvement in the community includes serving and volunteering for the Hospice of the Shenandoah, Staunton Historic Foundation, the Shenandoah Valley Kiwanis Club., the R.R. Smith Foundation, and many more.
Job Titles:
- Senior Trust Officer
- Senior Vice President
With 33 years of experience, Blake provides his clients knowledge and expertise in the administration of trusts and estates. He assists high net-worth individuals with financial and estate planning and helps customers create and implement financial plans to meet their individual investment goals.
He has a B.A. in Economics from the University of Virginia, is a graduate of the Virginia Bankers School of Bank Management and has successfully completed numerous trust and estate administration courses through Cannon Financial Institute.
Job Titles:
- Trust Administrative Assistant
Catherine has 14 years of experience in retail banking and banking operations. Before joining the trust department in 2019, she worked in Deposit Operations with First Bank processing electronic & check payments, supporting consumer and commercial clients with electronic banking functions, as well as reviewing new accounts and IRAs for compliance with banking regulations. Her operational background allows her to support her team and clients by providing accurate and timely processing of transactions to meet their needs. She has a bachelor's degree in business administration from Shenandoah University. She resides in Frederick County, VA, with her husband and four children.
With 31 years of banking experience, Cyndie has experience and expertise in small business lending, commercial lending, residential development and construction, and rental investment property lending. She has a B.A. from Shenandoah University, and attended the Louisiana State Graduate School of Banking. She is also a graduate of the West Virginia Bankers School of Bank Management. Cyndie's involvement in the community includes organizations such as Habitat for Humanity, United Way, Lions Club, and Society for the Prevention of Cruelty to Animals.
Job Titles:
- Officer
- Vice President Business Development
Darcus brings over 35 years of banking experience in the areas of retail banking, lending and wealth management. She is a graduate of Lord Fairfax Community College and James Madison University with a Bachelors degree in Management and a minor in Economics. As a native of Frederick County, she is very involved in the community. She has been an active member of Rotary for over 25 years and serves on several committees in the Winchester Rotary. She is the past chair and current secretary for the United Way of the Northern Shenandoah Valley. Darcus serves on the board of the Community Foundation of Northern Shenandoah Valley and participates in the Non-Profit Alliance initiatives. She is also active with the Worlds of Work (WOW) committee and with the Blue Ridge Association of Realtors affiliate team.
Job Titles:
- Trust Officer
- Vice President
Justin is a CPA with 15 years of experience in the fields of accounting and finance. He started his career in public accounting, working for both regional and national accounting firms. Prior to joining the wealth management department in 2022, Justin worked as Senior Vice President and Controller of First Bank for the previous 8 years. In addition to his extensive experience in accounting and finance at the bank, Justin also managed the bank's investment portfolio. He currently assists clients with financial planning, trust administration, estate planning, and investment management.
He graduated with a double major in Accounting and Business Administration from Shepherd University, is a graduate of the Virginia Bankers School of Bank Management and is currently working on trust and estate administration courses through Cannon Financial Institute.
In his free time, Justin enjoys playing golf and spending time with his wife, Megan, and their 2 children, Ben and Anna.
Job Titles:
- Assistant Vice President
- Business Development Officer
Kathryn attended Virginia Tech, where she earned a B.S. in Dairy Science. She has experience in commercial agricultural lending. She currently resides in Staunton, but grew up on a family dairy farm in Vermont. Kathryn is very involved in the community including the Augusta Young Professionals Group, active in the Chamber, Augusta County Young Farmers Group, local 4-H and local FFA groups.
Job Titles:
- Member of White Hall U.M. Church
- Trust Operations Officer
Laurie has 29 years of experience in banking and trust services. She is a liaison with the systems and partnership companies set up to provide services to our trust clients, handles in-house tax forms and returns and does extensive work with outside firms in the transfer of securities to and from our clients.
She attended the Lord Fairfax Community College and specializes in Trust Operations. She has successfully completed 3 years of Trust Operations through Cannon Financial Institute.
Laurie is a member of White Hall U.M. Church and attends First Christian Church, where her husband is the senior pastor.
Job Titles:
- Senior Vice President / Regional Executive
Matt has over 18 years of experience in all areas of commercial and retail banking. He has a B.S. in Business Administration and a B.S. in Economics from Longwood University and is also a graduate of the Virginia Bankers Association's School of Bank Management. Matt remains very active in the community including serving as a member of Longwood University College of Business and Economics Advisory Board, the Chairperson of Resources for Independent Living, a Board Member for the Central Virginia Resource Corporation, and is a baseball coach with the Glen Allen Youth Athletic Association and Rockit Sports. He lives in Richmond with his two children and enjoys serving in the Worship ministry of Gayton Baptist Church as a musician and vocalist and spending time on the golf course.
Mike has 29 years of banking experience and expertise in commercial lending. He holds a B.B.A. from James Madison, and is a graduate of the CNB School of Compliance, the Virginia Bankers School of Bank Management, and the First Virginia University College of Management. His community involvement includes volunteering for the Mt Jackson Lions Club, Shenandoah Community Foundation, Bridgebuilder Scholarship Foundation, and a member of the Mt Jackson Economic Development Authority.
Michelle has 23 years of banking experience, 15 of those spent working with trust clientele to help service and manage fiduciary relationships. Michelle is highly skilled at meeting the diverse needs of high net-worth clientele.
She has successfully completed Trust Fundamentals and other trust administration courses through Cannon Financial Institute. She studied Accounting and Principles of Banking at Lord Fairfax Community College, as well as, other office and business courses throughout her career.
Job Titles:
- Investor Relations Contact
Paul has 30 years of experience and expertise in Commercial and Investment Real Estate lending and business development. He has a B.S. in Business Administration from Longwood College, and is a graduate of the Virginia Bankers School of Bank Management. His community involvement includes being a member and volunteer for the Valley Mission and the Emmanuel Episcopal Church.
Job Titles:
- Officer
- Vice President Business Development
Peter has worked as a commercial lender since 1990. He earned his bachelor's degree in Political Science from the University of Virginia and his MBA from Virginia Tech. He has served on the boards of the Kirk Family YMCA (as Treasurer), American Red Cross, and Roanoke Catholic School. He has been on the Board of Southwest Virginia Ballet for 10 years and served as President from 2015 to 2021.
Job Titles:
- Senior Vice President / Commercial
Job Titles:
- Trust Officer
- Vice President
Stephanie has 35 years in banking, operations, and trust services. Her knowledge and expertise is administration of trusts and estates as well as individual retirement accounts. She works with her clients to assist them with investment goals, financial and estate planning, which includes providing peace of mind in assisting with decisions for future distribution of wealth to family, charities and other philanthropic interests.
Stephanie attended Southeastern Trust School at Campbell University in NC, in addition to classes in Business Law at Lord Fairfax Community College.
She is involved with the Shenandoah Apple Blossom Festival, member of the Preservation of Historic Winchester and Museum of the Shenandoah Valley. She is an active member of Calvary Church of the Brethren. She has 2 children and 3 grandsons.
Job Titles:
- Commercial Loan Officer
- Senior Vice President
Susan has almost 30 years of experience in the industry. Her expertise is in commercial lending, consumer lending, commercial mortgage lending, construction, small business lending including lines of credit, residential development, investment property lending, management, business development, and auditing. She earned an Associate of Applied Science Degree in Business Technology, with a major in management from Lord Fairfax Community College. She also completed studies in commercial lending and commercial mortgage lending at East Carolina University and has taken many other industry related courses. Susan is active in the community including the Front Royal Rotary Club, the JDRF Walk to Cure Juvenile Diabetes, United Way Day of Caring, Core Dynamics, and many more.
Job Titles:
- Commercial Banking Officer
Teresa has over 38 years of banking experience in the areas of branch manager, retail loan officer, quality analyst, credit analyst, treasury management/small business lending, deposit operations, bankruptcy/BSA, and loan operations. She attended Virginia Western Community College and completed The Graduate School of Banking at Furman University. A native of Botetourt County, Teresa, currently resides in Fincastle, and is active in the community. She serves as President for the Daleville Fincastle Lions Club, Botetourt Chamber of Commerce Tinsel Trail Committee, and volunteers with Botetourt Food Pantry.
Todd has over 30 years of banking experience in the Roanoke Valley Region, including leadership and production roles with several regional and local banks. He maintains deep relationships with commercial customers throughout the region with a focus on responsive, high-quality service. Todd has a B.S. in Finance from James Madison University and a Masters in Business Administration from Virginia Tech. Todd continues to serve the community on a number of non-profit and municipal boards and commissions.