Meet the Partners

Chuck

chuck@familybankandwealth.com

Chuck brings a wealth of experience and a passion for helping families regain control of their finances. He and his wife Carolynn have been married for 20 years and recently moved to Wyoming with their three sons. Outside of work, Chuck enjoys skiing, fly fishing, hiking, and coaching youth sports.

Financial Experience:

  • 30+ years in financial services, capital markets, and investment advisory

  • Former institutional investment marketer and advisor

  • Private family banking coach and strategist

Travis

travis@familybankandwealth.com

Travis discovered the Infinite Banking Concept in 2007 and has since guided hundreds of families toward greater financial independence. Born and raised in Kansas, he now lives in Dallas and enjoys traveling, working out, and hands-on projects at home.

Financial Experience:

  • 15+ years coaching families on Infinite Banking

  • Holds multiple master’s degrees related to finance and leadership

  • Specialist in long-term financial independence strategies

James

james@familybankandwealth.com

James is a dedicated financial professional, educator, and pastor. He and his wife Jenny have four children and are deeply involved in their local church and rural revitalization efforts. In his downtime, James enjoys boardgames and sharing that passion with others.

Financial Experience:

  • MBA and Accounting degree
    with a public and nonprofit
    finance background

  • College professor in economics
    and finance

  • M&A consultant and venture fundraising advisor

Dana

dana@familybankandwealth.com

Dana’s background bridges actuarial science, entrepreneurship, and personal finance. A former actuary and corporate strategist, he now focuses on helping families connect their finances with their deeper goals. In his free time, he enjoys riding his motorcycle, playing piano, and spending time with his wife and family.

Financial Experience:

  • Degree in Actuarial Mathematics and an MBA in Business

  • Corporate consulting and financial modeling background

  • Experienced in personal financial planning and coaching