Happy Investments - Happy State Bank

Meet the Team

Whether you are concerned with college savings for your new baby or planning for retirement, a Wealth Advisor can help you reach your financial goals for every phase of your life. Happy Investment Services is available to all bank customers. You can enjoy the convenience of conducting your banking, investments and insurance activities in one location.

We want to develop long lasting relationships with you – our customer through Happy Investment Services. We understand you have many options. By utilizing Happy Investment Services we can offer you all of them right here at Happy State Bank with the people you trust. We can offer various products for your funds without leaving the bank. Come by and visit to find out what financial opportunities we have available for you.

Give us a call.  We look forward to meeting with you, listening to your needs and goals, and having an informed conversation with you about how we can help assist  you in making financial decisions that are right for your investment needs.  Find the Wealth Advisor near you.

Wealth Advisor
Beverly Gaines

Beverly Gaines
Senior Vice President
Investment Program Manager
(806) 349-9916

Happy Investment Services Program Manager
Greg Brown

Greg Brown
Senior Vice President
Wealth Advisor
(806) 660-0511

Branches Covered:
Pampa, Canadian, Higgins, Panhandle, Borger
Jon Burnett

Jon Burnett
Vice President
Wealth Advisor
(806) 356-3011

Branches Covered:
Soncy, Downtown, Express Bank, Bell, Coulter, Paramount, Tascosa, Teckla, Western, Canyon, Happy, Dalhart, Dumas, Stratford, Sunray and Texline
Chad Carlile

Chad Carlile
Vice President
Wealth Advisor
(806) 788-2444

Branches Covered:
Lubbock, Plainview, Floydada, Lockney, Olton, Silverton, Hereford and Abilene
Samantha Cox

Samantha Cox
Investment Officer
Wealth Advisor
(806) 356-3088

Branches Covered:
Soncy, Downtown, Express Bank, Bell, Coulter, Paramount, Tascosa, Teckla, Western, Canyon, Happy, Dalhart, Dumas, Stratford, Sunray and Texline
Sherrie Patrick

Sherrie Patrick
Vice President
Wealth Advisor
(972) 407-4951

Branches Covered:
Addison and Abilene

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA / SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AR, AZ, CA, CO, FL, GA, IA, KS, MA, MN, MO, NC, NE, NM, NV, OK, PA, TN, TX, VA, WA, and WI

Not FDIC Insured Not Bank Guaranteed May Lose Value Not a Bank Deposit Not Insured by Any Federal Government Agency