ORRSTOWN FINANCIAL ADVISORS ARE WITH YOU.
Meet the Fiduciary Team
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Philip Fague, C.P.A.
Executive Vice President & Chief Trust Officer
pfague@orrstown.com
717-530-3533
Philip began his career with a Certified Public Accounting firm in Lancaster, Pennsylvania. In 1988 he joined Orrstown Bank and established a Trust and Financial Advisory division for the bank. He serves on Orrstown Financial Advisors investment strategy committee, Grand Lodge of PA finance and investment committee, Wellspan investment strategy committee and has been involved with the establishment of several foundations and assisting clients with family limited partnerships. Mr. Fague graduated from Bloomsburg University with a B.A. in Accounting and PA Bankers School of Trust at Bucknell University.
Ronda Palmer
Portfolio Specialist
rpalmer@orrstown.com
717-530-3525
Ronda has over twenty years of industry experience with a Bachelor's degree in Economics from Frostburg State University. She has also acquired the Series 7, 63, and 65 security licenses as well as Life and Health Insurance license.
Jeffrey Dentler
Vice President & Manager of Fiduciary Services CTFA
jdentler@orrstown.com
717-530-3903
Jeff has over 38 years of experience in Trust and Investment Services. He joined Orrstown Financial Advisors in September of 2018. Prior to joining Orrstown Financial Services, Jeff spent 15 years with SunTrust Bank serving as a Fiduciary Executive within their Mid Atlantic market. Jeff received his Bachelor of Arts degree from Susquehanna University. He is also a graduate of the PA Banker’s School of Trust at Bucknell University, and the ABA National Trust School. Jeff earned the CTFA designation in August of 2005. Jeff currently serves as a planning committee member for the PA Banker’s Wealth Management and Trust Conference which is held annually in Hershey PA.
Steve Wenzel
Vice President & Wealth Relationship Manager
swenzel@orrstown.com
717-724-8384
Steve has over 40 years of experience in Trust and Wealth Services. He joined Orrstown Financial Advisors from the merger with PeoplesBank in 2024. Prior to his employment with PeoplesBank in 2021, Steve had a 43-year career with Truist Bank. Steve received his MBA from York College of Pennsylvania and his B.S. degree in Business Administration from Elizabethtown College. He also graduated from the ABA National Trust School at Northwestern University and the PBA Trust School at Bucknell University.
Bonnie Grizzell, CFP®, ChFC®
Vice President & Wealth Relationship Manager
bgrizzell@orrstown.com
717-747-1596
Bonnie has over 30 years of experience in the financial services industry. She works with clients to help guide their estate and retirement planning decisions and is responsible for administrating trust, estate, retirement, charitable, and institutional accounts. Bonnie joined Orrstown Financial Advisors following the merger with PeoplesBank in 2024. Prior to her employment at PeoplesBank, she worked as a Relationship Manager/Fiduciary Advisor at M&T Bank/Wilmington Trust. Bonnie received a Business Administration degree from Penn State University and is a graduate of the PA Banker’s School of Trust at Bucknell University. Bonnie holds the CERTIFIED FINANCIAL PLANNER® designation as well as the Chartered Financial Consultant® professional designation. Bonnie is currently an active member of the York County Estate Planning Council and Leave a Legacy.
Ashley Smith, CTFA, ChFC®
Assistant Vice President & Wealth Relationship Manager
adsmith@orrstown.com
717-747-1529
Ashley is Assistant Vice President and Relationship Manager with Orrstown Financial Advisors. She joined the company in 2024 following its merger with PeoplesBank where she worked over 20 years managing trusts, estates, retirement, and investment accounts. Ashley holds a Certified Trust and Fiduciary Advisor designation as well as the Chartered Financial Consultant professional designation. She focuses on working with the settlement advisory and special needs trusts ensuring her clients receive comprehensive care tailored to their individual needs.
Jason Boas
Wealth Relationship Manager
jboas@orrstown.com
717-747-2402
Jason has over 10 years of experience in the financial services industry. He joined Orrstown Financial Advisors from the merger with PeoplesBank in 2024. Prior to his employment with PeoplesBank, Jason spent 5 years with BNY Mellon in their Wealth Management group. Jason works with clients to help guide their estate and retirement planning decisions. He is also responsible for the administration of trust, estate, retirement, charitable, and institutional accounts. He obtained a B.S. degree in Finance from Millersville University.
Monica L. Balafoutas, CFA, CTFA
Senior Vice President & Wealth and Trust Investment Manager
mbalafoutas@orrstown.com
Monica brings over 15 years of industry experience with a bachelor’s degree in finance and management from Shippensburg University. She holds the Chartered Financial Analyst® designation and the Certified Trust and Fiduciary Advisor professional designation.
William "Tad" Law, CFA, CFP
Senior Vice President & Wealth and Trust Investment Manager
wlaw@orrstown.com
Tad brings over 25 years of experience in wealth and investment management. Tad holds both the Chartered Financial Analyst® designation and Certified Financial Planner® certification and is a Washington and Lee University graduate.
Andrew Reath
Vice President & Portfolio Manager
areath@orrstown.com
Andrew has over 15 years of industry experience and a bachelor's degree in finance from Shippensburg University. He is also a level III candidate for the Chartered Financial Analyst® designation.
Kevin Rakow
Vice Presdient & Portfolio Manager
krakow@orrstown.com
Kevin has over five years of experience in the financial services industry. He holds a bachelor’s degree in finance from Salisbury University and is a Level III candidate for the Chartered Financial Analyst® designation.
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