Debra has decades of experience in the law of trusts and estates and fiduciary administration. As Chief Fiduciary at the Bank of Clarke County, Debra continues a longstanding tradition of accomplished fiduciary services. She is responsible for trust regulatory compliance, oversees all trust and estate administration, mentors a successful team of experienced trust and investment professionals, and develops fiduciary systems, products, and services. Debra also serves as an internal legal resource to Bank officers, helping to manage legal risk in several business lines.
Debra has counseled many fiduciaries and led a segment of U.S. Trust, Bank of America, where she earned national recognition for fiduciary excellence. She has also drafted and established trust policy and served as part of a fiduciary litigation team. Debra has served as business consultant or expert witness in matters involving prudent investor law, fiduciary liability, trust compliance, and bank trust services.
Wendy Worley came to Bank of Clarke County in July 2021 as Vice President and Trust Officer. She has worked over 25 years in the Trust industry, focusing on trust administration and estate settlement. After earning a bachelor’s degree from Southwestern College in Kansas in 1994, she moved to Virginia, where she attended Southeastern Trust School at Campbell University in North Carolina. In 2004 she completed the three-year program at Cannon Trust School and attained the Certified Trust and Fiduciary Advisor designation. The same year, she earned the title of Vice President and Trust Officer at The Fauquier Bank Wealth Management. Wendy and her two children live in southern Fauquier County. Weekends will find her volunteering in various capacities through her church and community organizations, hiking, kayaking, or spending time with her family.
BreeAnn is a graduate of the Campbell University Trust and Investment Management program, where she also earned the Master of Business Administration degree. She holds the CERTIFIED FINANCIAL PLANNER™ professional designation. BreeAnn has served as a Trust Officer for 15 years, managing many trusts, estates, conservatorships, and investment management relationships. She provides financial planning services to clients of the Bank. She has been instrumental in formulating Trust Department policies and procedures. BreeAnn joined Bank of Clarke County in 2021.
Heather joined the Bank of Clarke County in 2021 as a Fiduciary Officer, bringing to the Bank her experience in trust administration and estate settlement, as well as her familiarity with Virginia legal procedures. Prior to joining the banking industry, Heather developed her skills in the legal field as a paralegal for 25 years. Heather graduated from Marshall University with a degree in Legal Studies. She resides in Culpeper County with her husband and two children.
Janice joined Eagle Investment Group in 2005 as an Infinex Investment Consultant, bringing with her 10 years of Investment Services experience. Prior to joining Eagle Investment Group, Janice was a financial representative for MetLife, specializing in the setup of retirement plans in the non-profit field including schools, hospitals, and religious organizations. Prior to this, she was a retirement planning specialist for Morgan Stanley for 5 years.
Janice attended Broward Community College, Western Carolina University, & the Cannon School of Business. She holds a Series 7, 63 & 66 registration through Infinex Investments, Inc. Janice also holds her Life, Health, & Annuity Insurance License. She resides in Winchester with her husband.
Tammy has been with Eagle Investment Group since 1998. Prior to joining Eagle Investment Group, Tammy spent 16 years in retail banking.
She is a graduate of the Virginia Banker's Association School of Bank Management. She holds a Series 6 & 63 registration through Infinex Investments, Inc. and a Life, Health, and Annuity Insurance License.
Tammy is a resident of Frederick County, Virginia where she resides with her husband.
Victoria joined the Bank in 2022 after spending ten years at Fauquier Bank in various roles such as Teller, CSR, Branch Manager and Deposit Operations Supervisor. She is currently studying for the SIE and Series 7 exams to start the process of becoming a fully licensed Financial Advisor.
She was raised in Connecticut, but moved to Virginia to attend James Madison University. Victoria currently lives in Warrenton with her husband and two sons.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA / SIPC. Eagle Investment Group is a subsidiary of Bank of Clarke County. Infinex is not affiliated with either entity. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
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