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 2002. 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.

Kari Nicholson

Kari Nicholson, CFP®, CCUFC

Financial Education Specialist
Wichita
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Kari Nicholson has been a financial counselor with Meritrust since 2017. She graduated from Kansas State University with her Bachelor's degree in Personal Financial Planning and has experience in the financial industry since 2013. She loves working with credit union members to help them establish a solid budget and understand monthly cash flow. Outside of work, her downtime is spent enjoying life with her husband, family and friends.

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 FoolProof to provide FREE online financial education resources. FoolProof is an online program with lots of information and handy resources about money and financial responsibility. Meritrust works with FoolProof to offer this program as a complimentary resource for our members and the communities we serve.

FoolProof uses multiple tools to help educate consumers about money, budgeting and more:

Articles

Want to read about credit, holiday spending or how to protect your financial information? All FoolProof articles are packed with great financial information.

See the articles

Guides

Buying a new home or vehicle? You could benefit from one of FoolProof's guides.

See the guides

Videos

FoolProof videos are fun and quirky, and make learning about money fun! You'll learn important information about financial responsibility.

See the videos

Youth

FoolProof offers an entire webpage devoted to Millennials and younger readers. These articles and videos are geared towards middle school and high school students.

See youth content

*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.