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.
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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.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Meritrust Credit Union and Meritrust Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Meritrust Wealth Management, and may also be employees of Meritrust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Meritrust Credit Union or Meritrust Wealth Management. Securities and insurance offered through LPL or its affiliates are:
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals.This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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