We're Here to Support You

Life is unpredictable and ever-changing, and Meritrust is your partner in preparing for whatever lies ahead.

Financial Education, we're here to support you.

Our Team

Chris Wolgamott

Chris Wolgamott, CCUFC

Director of Financial Education
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.

Call or email us today
to set up an appointment. 316.252.8090 FinancialEducation@meritrustcu.org

Office Hours (Most Branches) Mondays - Fridays 9:00 a.m. to 5:30 p.m. Saturdays - By Appointment

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Track Your Finances

Use this net-worth statement spreadsheet to get a snapshot of your financial picture.

Download

Watch our team on KWCH

We can help

Confidential one-on-one financial education appointments

Do you struggle to develop a budget? Are you anticipating a loss of income? Schedule free sessions with our certified financial educators who can help you build confidence in your finances through private appointments tailored to your needs.

Set up an appointment

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.

Download the form

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.

Contact Wealth Management

Free up cash for other expenses with Skip-A-Pay

Meritrust's Skip-A-Pay program gives you an opportunity to apply in online banking to defer your loan payment(s) for one month. Concerned about your finances and want to visit with us about your loan(s)? Give us a call to discuss your situation.

Learn More

Resources

Learn More from Home

Meritrust has partnered with EverFi to provide FREE online financial well-being resources. EverFi explores a range of personal finance topics to help you through whatever financial stage you're in and milestones you are working toward.

Your path through the EverFi resources is up to you. You can either follow one of the learning playlists below, or pick and choose which specific resources are most valuable to you.

Financial Foundations

Understand the basics of some key financial concepts.

See the playlist

Building Financial Capabilities

Learn how to manage your money and avoid financial dangers.

See the playlist

Preparing for Retirement

Learn how you should prepare for an eventual retirement.

See the playlist

Owning a Home

Explore the benefits and costs of buying and owning a home.

See the playlist

Investing for the Future

Learn how to be more financially prepared in the years ahead.

See the playlist

Financial Caregiving

Learn more about the responsibilities of caring for another person's finances.

See the playlist

Small Business Essentials

Understand the financial basics of managing a small business.

See the playlist

Personalized Playlist

Get your personalized playlist.

See the playlist

*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.