Financial Education
For Your Financial Well-Being
Our Financial Well-Being coaches are dedicated to providing you with the resources you need to be successful along your money journey.
Our Team
CHRIS WOLGAMOTT, CCUFC
Director of Financial Well-Being
Wichita
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Chris Wolgamott is the director of financial education and has been in the credit union industry since 1998. He received his Bachelor's degree in Marketing and Management at Wichita State University in 2003 and Masters of Adult, Occupational and Continuing Education from Kansas State University in 2009. Chris has served on many boards and committees for local organizations including the Kansas Jumpstart Coalition, Child Start, Youth Entrepreneurs and YMCA Wellness committee. He currently sits on the Hereditary Neurological Disease Center of Wichita board and Habitat for Humanity family support committee. Chris is a native Wichitan who, along with his wife Trisha, is raising two children.
ASHLEY MANNING, CCUFC
Financial Well-Being Specialist II
Wichita
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Ashley Manning is a Financial Well Being Specialist II and has been with the credit union since 2012. She has served in many roles in our branches, most recently as the Assistant Retail Manager at the Andover Branch. Ashley has a Bachelor's degree in Psychology from WSU and earned her Master's Degree in Marriage and Family Therapy at Friends University in 2015. Ashley serves on the Meritrust Diversity Equity and Inclusion Advisory Board and has completed the Advance Kansas Program in Wichita. She is also is a Certified Professional Coach, earning her coaching certificate from iPec Coaching Institute. Ashley has lived in the Wichita area since 2010 and enjoys playing coed softball as well as helping the Alzheimer's Association with fundraising and competing in their annual Blondes Vs. Brunettes flag football game.
Contact Us
Schedule a confidential,
one-on-one financial coaching appointment.
Struggling to develop a budget or set up savings goals? Whatever you're trying to navigate financially, we're here to help. We can help you plan, strategize and gain confidence in your finances.
316.252.8090[email protected]
REQUEST AN APPOINTMENT
We can help
Track Your Finances
Use this net-worth statement spreadsheet to get a snapshot of your financial picture.
Set up your budget at home
Use Meritrust's Personal Budget Analysis to track your expenses and plan for the future. Download the Excel form using the below link. Fill in the green spaces with monthly expenses and income sources. The gray spaces auto-fill to provide you with totals for a look at your expenses in relation to income.
Your financial partner in all stages of life
You've worked hard to invest for your future. Visit with a Financial Advisor at Meritrust Wealth Management, available through CUSO Financial Services, L.P.*, to discuss your situation and plan for your next steps.
Newstalk
Resources
Financial Education at Your Fingertips
Our purpose at Meritrust is to create financially healthy members and employees. We have partnered with industry-leading BALANCE to provide you with free access to expertly-crafted financial education resources. BALANCE has a library of resources such as blogs, articles, classes, calculators and webinars to help you save, spend, borrow and plan your finances with confidence.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Meritrust Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
