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 Management Advisors
Beverly Gaines Beverly Gaines
Senior Vice President
Wealth Management Director
(806) 349-9916
Happy Investment Services Director
Greg Brown Greg Brown
Senior Vice President
Wealth Advisor
(806) 660-0511
Branches Covered:
Pampa, Canadian, Higgins, Panhandle, Borger
Burnett-Cox Team Burnett-Cox Team
Burnett-Cox Team
Jon Burnett
Senior Vice President
Wealth Advisor
(806) 356-3011
Samantha Cox
Assistant Vice President
Wealth Advisor
(806) 356-3088
Branches Covered:
Soncy, Downtown, Express Bank, Bell, Coulter, Georgia, 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

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, MO, NC, NM, NV, OK, PA, TX, UT and VA

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