The What Matters Most Podcast by My Bank First United Bank & Trust

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!

Happy New Year's Eve! 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 ([email protected]), 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

Learn of some of the great Uncommon Stories about nonprofits mentioned in the episode at https://MyBank.com/stories