Meet the Wealth Management Team You’ve worked hard to achieve what you have.
Our team of trust and investment professionals will work hard to help you achieve even more. Learn more about our team below...you may see a familiar face.
Mark P. Bernier, CFA®
Mark has supervisory oversight of the Wealth Management division, including Trust & Investment Services. He is a senior contributor to the investment management function and has over 15 years of investment experience. In addition to his role at the Bank, Mark serves as a board member of the WellSpan Gettysburg Hospital Foundation. In his spare time, he enjoys spending time with his wife and children, fly fishing and mountain biking.
Christy has worked for the Bank for over 31 years, most of which have been in Trust & Investment Services. In her spare time, she enjoys reading, drawing, painting and spending time with family and friends. Christy is also an animal welfare supporter and has previously devoted her time to the Adams County SPCA.
Jonathan M. Williams, CFA, CFP®
Jonathan is a 32 year veteran of the financial services industry with more than 25 years focused on trust and fiduciary investment management.
Jonathan leads the investment portfolio management activities of the Trust & Investment Services department. In this role, he is responsible for developing and overseeing its strategic and tactical asset allocation strategies, and also leads investment research, security selection and portfolio construction processes.
In his spare time, Jonathan enjoys golfing, wood working, and spending time with his family, especially his two grandchildren.
Dan has over 13 years of trust and investment experience and is a lifelong resident of Franklin and Cumberland counties. In the local community, Dan serves as a director of the Shippensburg Area Chamber of Commerce. In his free time, Dan enjoys fly fishing, golf and spending time with family and friends.
Sarah has worked in the financial services industry for 17 years. Her prior experience includes serving as the manager of financial services, where she led and developed a team of financial professionals. Mrs. Daugherity holds FINRA Series 7, 63, 65 and 26 registrations through Cetera Investment Services LLC, as well as the Pennsylvania Life and Health Insurance license.
Jamie has over 30 years of experience in the financial services industry. She earned her certified financial planner credentials in 1996 and holds FINRA Series 7, 63, 65 and 26 registrations through Cetera Investment Services LLC, as well as the Pennsylvania Life and Health Insurance license.
Jamie grew up on a family farm in York County and currently resides in York. In her spare time she enjoys playing pickleball, paddleboarding and spending time with family and friends.
Matt’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. He works with clients to identify their definitions of financial security and then focuses on solutions that can help make those financial goals a reality.
Bridget maintains her FINRA Series 7 and 66 registrations and is licensed in Life, Health, and Long Term Care Insurance. Bridget currently resides in York County and enjoys reading and sewing in her free time, as well as spending time with her three year old rescue dog. Bridget is securities registered in PA, and MD.
Stuart has worked in the financial services industry for over 8 years. His mission is to provide comprehensive financial planning and investment management services that emphasize client education and exceptional service. He strives to develop long-term relationships with clients based on mutual trust and respect. Stuart holds FINRA Series 7 & 66 registrations, as well as a, Maryland Life and Health Insurance license. He is a graduate of St. Mary’s College of Maryland where he earned a degree in Economics and was also a member of the lacrosse team. Stuart lives in Urbana, MD with his wife Kayla and their three children, Collins, Luke and Jack.
Steve has 39 years experience in the financial services industry with more than 32 years focused on investments and wealth management. Steve will be leading the business development efforts for wealth management in Lancaster and York County. In addition to his role at the bank, Steve serves as a board member for the Margaret E, Moul Home, Margaret Moul Foundation, and White Rose Senior Center. In his spare time, he enjoys wine, golf, and travel.
Disclosures:
Securities and Insurance Products are: NOT FDIC INSURED • MAY LOSE VALUE • NOT BANK GUARANTEED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT ENTITY
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