Meet our Team
Diane Wylam, Esq.
Paul J. Kosiba, CFP, CIMA
Marianne McConeghy
Eugene C. Cunard
Lianne Waller
Customer Support
Consultation To Form a Plan of Action:
The diversified collection of stocks, retirement plans, real estate, life insurance, and other assets that you accumulate are sometimes referred to as your “estate”.
A collection of assets is not the only thing you need to consider. You really need a well thought out plan and oversight with a team of experienced professionals who can help you develop that plan based on your expectations in order to establish an estate that is right for you and your heirs.
Professional Staff:
The Wealth Management & Trust Services Division at Wayne Bank has a successful track record. Our combined staff has over 90 years of experience in financial services!
With your input and our expertise, we will thoughtfully build a diversified investment portfolio tailored to your goals and oversee it on an ongoing basis. When you choose our Wealth Management & Trust Services, your accounts receive continuous supervision for as long as the Bank stands—proudly serving clients since 1871.
An estate plan cannot be fully effective unless an experienced executor successfully carries out the plan and avoids costly errors. Similarly, trust plans can only be as secure as the trustee you select.
Our efforts are focused on successful investment returns and the reduction of taxation. We invite you to take the time to review your options with us. We’ll give your investment and estate plans the attention they deserve. We look forward to working with you.
For more detailed information about any of our services, please select a service category from the list.
Investment products, such as stocks bonds, and mutual funds: Are Not FDIC Insured; May Lose Value; Are Not Bank Guaranteed.