COMMUNITY BANK & TRUST WACO - Key Persons
Job Titles:
- Vice President / Washington
Job Titles:
- Executive Vice President & Chief Operations Officer / Washington
Job Titles:
- Senior Vice President / Washington
Job Titles:
- Assistant Vice President & Marketing Director / Washington
Job Titles:
- Customer Service Representative
Job Titles:
- Senior Vice President & Credit Administration Officer
Job Titles:
- Branch Manager
- Vice President
Job Titles:
- Executive Vice President
- Trust Officer
Job Titles:
- Assistant Vice President - Operations / Washington
Job Titles:
- Real Estate Loan Processor
Job Titles:
- Business Relationship Specialist / Washington
Job Titles:
- Senior Vice President - Software & Electronic Services / Washington
Job Titles:
- Senior Vice President
- Trust Officer
Job Titles:
- Real Estate Loan Processor
Job Titles:
- Customer Service Representative / Washington
Job Titles:
- Senior Vice President & Trust Officer - Personal Trust & Estate Administration
Evan came to CB&T in 2003 with experience in management with some well-known Waco businesses after earning a BA and MBA from Baylor University. Evan is involved in the community through his work with the Waco Rotary Club, Mission Waco, Waco ISD, the Greater Waco Chamber, and the Baylor Bear Foundation.
Job Titles:
- Assistant Vice President & Marketing Officer / Washington
Job Titles:
- Vice President / Commercial
Job Titles:
- Assistant Vice President / Washington
Job Titles:
- Banking Officer & Business Relationship Specialist / Washington
Job Titles:
- Vice President / Commercial
Job Titles:
- Financial & Regulatory Accounting Administrator / Washington
Job Titles:
- Senior Vice President & Chief Financial Officer / Washington
Job Titles:
- Assistant Vice President / Washington
Job Titles:
- Senior Vice President
- Trust Officer
Job Titles:
- Trust Officer - Personal Trust & Estate Administration
A licensed attorney, Jana came to CB&T in 2022 after a career in government and community relations. Jana is a graduate of the Texas Bankers Association's Trust School at Southern Methodist University. Jana is a past president of the Junior League of Waco, and currently serves as board member for Hillcrest Baptist Medical Center, Oakwood Cemetery and the Waco Symphony.
Job Titles:
- Executive Vice President
- Trust Officer
A licensed attorney, Jeff served as CB&T's outside legal counsel for over 30 years prior to transitioning to overseeing the WM&T department in 2022. Prior to CB&T, Jeff advised numerous businesses on real estate, wills, trusts, estates, and probate law matters.
Job Titles:
- Vice President & Trust Officer - Investment Portfolio Manager
John is a graduate of Baylor University and is a Chartered Financial Analyst (CFA). He was a four-term member of the Waco City Council and has previously and currently serves on various non-profit and civic boards supporting a wide range of initiatives and programs.
Job Titles:
- Trust Officer - Investments
Karen joined CB&T in 2022 with 23 years of experience in banking and investments. Prior to joining CB&T, she worked in Wealth Management as a Registered Associate with Series 7 & 66 licenses. She has also earned the Accredited Asset Management Specialist™ designation. Karen is currently a Greater Waco Chamber Ambassador.
Job Titles:
- Vice President Trust & Operations Manager
Kimberly started her career as a teller at First National Bank of Bryan in 1999 while a student at Texas A&M University. After graduating, she was promoted to Loan Operations and eventually to Trust. Kimberly joined CB&T in 2007.
Job Titles:
- Trust Officer
- Vice President
Job Titles:
- Senior Vice President / Commercial
Job Titles:
- Senior Vice President & Trust Officer - Personal Trust & Estate Administration
A graduate of Texas A&M University and Baylor University, Lisa served as a Certified Public Accountant with local firms for 20 years prior to joining CB&T in 2007. Lisa serves as a mentor in the LEAD program, is active in the Adopt-A-School program, and serves on the board at LaPuerta Waco.
Job Titles:
- Vice President & Trust Officer - Personal Trust & Estate Administration
A licensed attorney, Mark is a native Wacoan and is a graduate of Baylor University and Baylor Law School. Prior to joining CB&T, Mark worked for the federal government.
Job Titles:
- Vice President - Audit / Compliance Officer / Washington
Job Titles:
- Banking Officer / Washington
Job Titles:
- Vice President & Trust Officer - Investment Portfolio Manager
After earning a BA from West Texas A&M University, Neal worked in banking, insurance, and investments. Neal joined CB&T in 2016 after serving as the investment officer for FirstBank Southwest Wealth Management in Amarillo, Texas.
Job Titles:
- Banking Officer - Marketing / Washington
Job Titles:
- Business Relationship Specialist / Washington
Job Titles:
- Customer Service Representative
Job Titles:
- Branch Manager
- Senior Vice President
Job Titles:
- Senior Vice President & Chief Lending Officer / Washington
Job Titles:
- Operations Assistant / Washington
Job Titles:
- Operations Assistant / Washington
Job Titles:
- Trust Officer - Personal Trust & Estate Administration
Reagan received his J.D. from Liberty University School of Law and a BBA in Management from Baylor University. He has experience in banking, constitutional law, and insurance defense litigation. Reagan and his wife Abbi recently moved to Waco and are proud fans of the Baylor Bears.
Job Titles:
- Trust Officer
- Vice President
Job Titles:
- Vice President & Contact Center Manager
Job Titles:
- Business Development / Washington
Job Titles:
- Trust Officer
- Vice President
Job Titles:
- Senior Vice President & Trust Officer - Personal Trust & Estate Administration
A licensed attorney, Steve practiced law for 12 years prior to joining CB&T in 1999. In addition to being active in the Waco community, he currently serves on the Texas Banker's Association's Government Relations Council, where he lobbies on behalf of the corporate trust industry.
Job Titles:
- Vice President, Security Officer & Teller Manager / Washington
Job Titles:
- Senior Vice President / Washington
Job Titles:
- Vice President & Trust Officer - Personal Trust & Estate Administration
Tom is a Certified Public Accountant who earned his BBA and Master of Taxation from Baylor University, and is a graduate of the Texas Bankers Association's Trust School at Southern Methodist University. He worked as a CPA for 18 years prior to joining CB&T in 2021. Tom is a volunteer with Boy Scouts of America, the Greater Waco Chamber, and is a board member of the Waco Symphony Association.
Job Titles:
- Banking Officer / Washington
Job Titles:
- Banking Officer - Training & Professional Development / Washington
Job Titles:
- Customer Service Representative
Job Titles:
- Vice President & Trust Operations Manager
Job Titles:
- Assistant Vice President / Washington
Job Titles:
- Senior Vice President / Washington
Job Titles:
- Trust Officer
- Vice President
Job Titles:
- Vice President & Human Resource Officer / Washington