Blog

Our monthly economic update report from the First United Wealth Management department. Megan Kinsinger, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for February 2021.

In today’s episode, we begin a 3 part series with Jen Jones, Senior Wealth Advisor with First United’s Wealth Management department. The topic today is about the importance of a Trust. What is a Trust and why might you need one?

Today we speak with one of the newer associates at First United, serving in the Wealth Management area, Kelly Effland. Kelly talks about her background, why she chose to join the First United team, and what it means to her to join a company that has a history of 120 years of community banking!

Today, as part of our ongoing 120th Anniversary series, we speak with Jeannette Fitzwater, former Senior Vice President and Director of Corporate Services at First United. Jeannette talks about her background, how her 30-year career at the bank started, favorite memories from her time in the bank, and what it means to be part of a company that has a history, 120 years in the making!

Our monthly economic update report from the First United Wealth Management department. Brad Bolyard, Portfolio Manager, joins us to discuss the negatives and positives happening in the market for January 2021.

Today we speak with Jason Rush, Chief Operations Officer at First United. Jason talks about his background, how he got started at the bank, and what it means to be part of a company that has a history, 120 years in the making!

In today’s episode, we talk with Jen Jones, Senior Wealth Advisor in the Wealth Management area of First United. Jen discusses her top 10 list for Financial New Year Resolutions. Items that you can do to help better your financial situation in the coming year!

We are joined today by Chief Executive Officer, President and Chairman at First United Bank & Trust, Carissa Rodeheaver. In this brief episode we simply talk about the year that has passed, what we’re thankful for during this holiday season, and what we’re looking forward to in 2021. Merry Christmas and Happy Holidays to everyone!

Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market for December.

Today we have the honor of speaking with former CEO at First United, Bill Grant. Bill gives us an update on how he’s doing, what he and his family have been up to, as well as his memories of First United and what the 120 years of community banking that First United has provided mean to him.

Today we talk with former Senior Vice President over Trust & Investments at First United, Gene Helbig. Gene chats about his tenure at the bank, his memories, his foundation (jackhelbig.org), and what the 120 years of trusted banking that First United has provided mean to him. We also realized that Gene was the creator of this podcast in its original form, as a conference call! We added that outtake portion of the conversation to the end of the recording.

Today, as part of First United’s 120th-anniversary celebration we talk to Carol McNair, Customer Service Center manager, and one of the most tenured associates at First United, to discuss some of her memories and history at First United, including what 120 years of solutions mean to her. We thank Candy for her years of support and dedication to the First United customers!

Today we talk with Juli McCoy, Executive Director at County United Way (https://cuw.org), a community-based organization focused on health, financial stability, and education in the local areas of Alleghany and Garrett Counties in Maryland as well as Hampshire and Mineral Counties in West Virginia.

In our monthly Market and Economic Update, Megan Kinsinger, Portfolio Manager in First United’s Wealth Management area joins us to discuss the latest report; current trends, and the positives and negatives impacting our economy currently.

Today we talk with Denise Phelps, Market President serving Berkeley County, WV about her involvement in nonprofits and a great resource, a Lunch & Learn series, that is now available online due to the pandemic, and available in the Berkeley County market for nonprofits. Learn more at https://MyBank.com/lunchandlearn and learn of some of the great Uncommon Stories about nonprofits mentioned in the episode at https://MyBank.com/stories

We’re joined today by Keith Sanders, Senior Trust Advisor in the Wealth Management area of First United to talk about Education Planning and the rising cost of college. In this episode, Keith provides insights into proper planning, management, and account types that can benefit parents and grandparents when helping their child or grandchild plan for the expenses that come with higher education. Tune in for great tips and information that can help you!

In today’s community episode, we talk with Ashley Burleson, Senior Relationship Advisor at the Hagerstown Community Office. We discuss the role of community bankers and one particularly touching story of community support.

In today’s episode, What Matters Most is an economic update for October 2020 with Brad Bolyard, portfolio manager in First United’s Wealth Management department. Brad talks about the positives and negatives impacting current market conditions.

In this, the final episode of our 3-part series with Tony Roedersheimer, Commercial Relationship Manager in the Frederick Maryland market area, we discuss Business Capital Allocation and Asset Utilization. Tony provides tips and best practices on these vital aspects of your business.

In the second episode of our series, we are joined again today by Tony Roedersheimer, Commercial Relationship Manager in the Frederick Maryland market area, to discuss building business infrastructure. Tony provides us with the importance of and the nuances to building a strong business from the ground up. Join us for the second of this 3-part series with Tony where we’ll be discussing several topics related to business.

​In today’s episode, we are joined by Tony Roedersheimer, Commercial Relationship Manager in the Frederick Maryland market area, to discuss the Main Street Loan Program which was initiated due to the CARES Act. Tony provides us with details about the program, the benefits of it, the timelines around the program, and information on who could benefit from it. Join us for this first of a 3-part series with Tony where we’ll be discussing several topics related to business.

Our monthly economic update report from the First United Wealth Management department. Sean McCreery, Wealth Investment Officer, joins us to discuss the negatives and positives happening in the market.

Today we release a bit early this week to talk about PPP Loan Forgiveness. Jason Rush, Chief Operating Officer at First United Bank & Trust joins us today to talk about PPP Loan Forgiveness, and some of the common questions that are being asked.

Today we talk once again with Amanda McKenzie (amckenzie@mybank.com) and Chuck Olsson (colsson@mybank.com) from the First United Human Resources department to discuss human resources and how business owners can motivate their staff beyond money. How can you find what best motivates your staff? What are some creative options? We discuss several options in this episode!

Today we talk with Amanda McKenzie (amckenzie@mybank.com) and Chuck Olsson (colsson@mybank.com) from the First United Human Resources department to discuss human resources and cultural fit. How important is it to ensure that you have and hire people in your business who fit your culture? We discuss how to find the right people, steps to take and how to maintain that culture once you’ve hired associates.

Today we talk about “making an impact” with Alan Mullendore (amullendore@mybank.com), Market President at First United serving Washington and Frederick counties in Maryland. We discuss the butterfly effect of how small actions can have a major impact on not only your life, but the lives of those around you, well into the future and finding that passion and purpose in your life will lead you to a place where you can make that impact in your community.

In our monthly Market and Economic Update, Megan Kinsinger, Portfolio Manager in First United’s Wealth Management area joins us to discuss the latest report; current trends and the positives and negatives impacting our economy currently.

Sarah Warchola, community relationship manager at First United in Sabraton joins us again to discuss her background, the community, involvement, how to get involved, and what it means to her to be community oriented.

We talk today with Jennifer Jones, Vice President and Senior Wealth Advisor and Team Leader in the First United Wealth Management department regarding Wealth Planning, what it is, what to expect, what to look for, and why Wealth planning is for everyone, not just the wealthy!

Cody Sustakoski, mortgage originator at First United joins us again to discuss his background, the community, involvement, how to get involved, and what it means to be community oriented.

What Matters Most today is Financing Your Education. We’re joined today by Jason VanSickle, Vice President & Director of Automated Lending and Laura Helmich, Student Loan Specialist at First United Bank & Trust. We discuss the big decisions and the financial process involved in receiving, applying for or refinancing your student aid: scholarships, federal aid and private student loans for gap coverage.

In today’s episode, What Matters Most is an economic update for July 2020 with Brad Bolyard, portfolio manager in First United’s Wealth Management department. Brad talks about the positives and negatives impacting current market conditions.

In this episode, we discuss the Mortgage process with Cody Sustakoski, Mortgage Originator at First United in Morgantown. Cody explains how it all works, his role in the process, best practices, what to expect when getting buying a home, as well as answering some listener questions!

In today’s episode, we discuss content marketing, best practices, tips and how it works and can benefit small businesses with Shondell Varcianna, CEO of Varci Media