Debra has decades of experience in the law of trusts and estates and fiduciary administration. As Chief Fiduciary at the Bank of Clarke, 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 Pinsky came to Bank of Clarke 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 in 2021.
Will joined Bank of Clarke in April 2023 as a Private Banker. Will brings 17 years of experience in retail banking, incluing 10 years of branch management. Will is a graudate of the Virginia Banking Management Program through the Virginia Bankers Association. Will enjoys being part of the Winchester community, where he currently resides. He enjoys spending time working in the yard, being on the river, eating at restaurants in downtown Winchester, as well as spending time with family and friends.
Janice joined Bank of Clarke in 2005 as an Osaic Institutions Investment Consultant (formerly Infinex), bringing with her 10 years of Investment Services experience. Prior to joining Bank of Clarke, 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 Osaic Institutaions, Inc. Janice also holds her Life, Health, & Annuity Insurance License. She resides in Winchester with her husband.
Tammy has been with Bank of Clarke since 1998. Prior to joining Bank of Clarke, 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 Osaic Institutions (formerly Infinex), and a Life, Health, and Annuity Insurance License.
Tammy is a resident of Frederick County, Virginia where she resides with her husband.
Mark joined Bank of Clarke in August of 2023 and brings over 20 years of experience in financial services to the team. Mark has been a financial advisor and manager with Ameriprise Financial and Metlife as well as a Regional Vice President with Prudential. Mark specializes in helping families and businesses reach their financial goals through planning.
Mark has a finance degree from the University of Maryland and holds Series 7, 24, & 66 securities licenses as well as his Life, Health and Variable Annuity license.
Mark currently resides in Front Royal VA.
Investment and insurance products and services are offered through OSAIC INSTITUTIONS INC. Member FINRA/SIPC. Osaic Institutions located at Bank of Clarke. Osaic and the bank are not affiliated. Products and services made available through Osaic 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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