Happy Trust Company - Happy State Bank

Happy Trust Company

Our Trust Company is dedicated to creating value, improving wealth, and protecting the assets of our clients. We offer personalized services to individuals, businesses, and charitable organizations as trustee, executor, custodian and investment manager.

Our dedicated staff prides itself on building strong relationships with our clients. Our team is comprised of professionals with over two hundred years of combined experience.

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Happy Trust Company

Trust Officers - Amarillo

Joby J. Mills, J.D.

Senior Vice President & Senior Trust Officer

jmills@happybank.com

(806) 349-9893

View Joby's Bio

Joby has over 14 years of experience in the corporate trust industry as an in-house attorney, trust administrator, and as a department manager. Joby credits long-time mentor and friend, retired attorney and trust banker Mr. Carroll W. Sturgis, Jr., for hiring him straight out of Baylor Law School in 2001 and for his many years of invaluable mentoring that he provided to him on managing and growing a very successful trust department that also provides the highest quality of services to clients. In June 2014, Joby joined the Happy State Bank family and is the head of its corporate trust department now known as “Happy Trust Company”. He oversees the development and implementation of departmental strategies and management of trust assets while ensuring that customer investment objectives are followed. Joby currently serves on the Administrative Council for the Wealth Management & Trust Division of the Texas Bankers Association. He also serves on the respective Boards of the Amarillo Area Estate Planning Council, Amarillo Area Bar Association, and Amarillo West Rotary Club. Joby earned his Bachelor of Arts in Finance from the University of Northern Iowa and his Juris Doctor from Baylor University School of Law.

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Alisa Scott, J.D.

Senior Vice President & Senior Trust Administrator

ascott@happybank.com

(806) 349-9880

View Alisa's Bio

Alisa has 13 years of banking and trust experience. Prior to joining Happy State Bank, she worked at JPMorgan Chase Bank, N.A., in New York and Ohio. Alisa was born and raised in Amarillo. She earned her BA from the University of Denver, and her JD from Syracuse University with concentrations in taxation and estate planning. She is a certified trust and financial advisor (CTFA). Alisa is a member of the Amarillo Area Estate Planning Council, volunteers with Junior Achievement of the High Plains, currently serves as Secretary of the board of the Maverick Boys & Girls Club of Amarillo, and the board of the Coronado Elementary PTA.

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Lupita Rosales

Vice President & Trust Officer

lrosales@happybank.com

(806) 349-9892

View Lupita's Bio

Lupita has 30 years experience in the trust industry. Prior to joining Happy State Bank and Trust Company, Lupita worked in the banking industry in South Texas focusing in trust and estate administration and guardianships. She has attended Texas Bankers Association Trust I and Trust II School along with numerous seminars to further her trust education. Lupita has served on many boards during her career in the trust business. Since arriving in Amarillo, she has joined the Schofield Foundation Board and United Way Loaned Executive Committee.

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Terry Wright

Senior Trust Officer

terry.wright@happybank.com

(806) 379-5410

View Terry's Bio

Terry has over 30 years in trust and banking experience. During his tenure in trust banking, he has been involved in farm and ranch, real estate, and oil and gas management. Prior to joining Happy State Bank’s Trust team, Terry served as Senior Vice President and Senior Trust Officer for Herring Bank. Terry graduated from West Texas State University with a degree in Agriculture Business and Economics and serves on the boards of Amarillo Potter Venue District, Agriculture Development Association (WTAMU), Tri State Fair and Rodeo, and the Coors Cowboy Club, Inc.

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Terri Wright

Vice President & Trust Officer

terri.wright@happybank.com

(806) 379-5409

View Terri's Bio

Terri Wright, Vice President and Trust Officer, joined Happy State Bank and Trust Company in April 2015. Terri began her banking career in Amarillo, Texas in 1987. She has extensive experience and knowledge in the areas of trust investments, administration and operations of a Trust  Department over the past 28 years. Terri has attended Amarillo College and is a 2000 graduate of the Texas Trust School offered by the Texas Bankers Association. Terri volunteers her time and services to several charities in Amarillo. She currently serves as a trust administrator of accounts for individuals and non-profits.

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Trust Officers - Dallas

Chris Klemme, J.D.

Senior Vice President & Senior Trust Officer

cklemme@happybank.com

(972) 407-4959

View Chris's Bio

Chris has been a licensed, practicing attorney since 1991. During his 20 years in private practice, Chris spent the first 13 years in a litigation practice, and spent the next 7 years running his own estate planning, probate and probate litigation practice. In 2011, Chris entered the bank side of trust practice with Regions Bank, where he served as a Vice President and Sr. Trust Officer. Chris joined Happy State Bank in June 2014 to expand the bank’s trust practice into the Dallas-Fort Worth Metroplex.   He received his B.A. in Political Science from Austin College in Sherman, Texas, and received his J.D. from Baylor University School of Law in Waco. Chris recently completed a two year term on the Executive Council of the Dallas Bar Association’s Probate, Trust and Estate Planning section.

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Trust Officers - Lubbock

Bryan Limmer

Senior Vice President & Senior Trust Officer

blimmer@happybank.com

(806) 798-4827

View Bryan's Bio

Bryan has worked in the trust field since 1993. Bryan is a Texas Tech University graduate with a degree in Animal Science and spent 6 years as a County Extension Agent with Texas Agri-Life Extension Service. Bryan is a graduate of the Texas Bankers Association Trust Schools and has attended the Cannon Trust School. In his role with Happy Trust Company, Bryan handles trust and estate administration, manages investment accounts and IRA’s and has a background with farm/ranch and oil, gas and mineral management. Bryan also serves as the head of the Trust Company for the Lubbock region. Bryan volunteers with the American Diabetes Association and the Lubbock County Livestock Show Association.

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Eric Barbee

Vice President & Trust Officer

ebarbee@happybank.com

(806) 798-4828

View Eric's Bio

Eric has over 19 years of trust and banking experience and is a graduate of Wayland Baptist University. As a Trust Officer, he has administered numerous trust, estate, IRA, guardianship and investment relationships. He has handled farm and ranch properties, as well as managing mineral interests on behalf of clients. Eric has attended the Texas Bankers Association Trust I School, along with numerous other trust and estate-related seminars. Eric is a member of the South Plains Trust and Estate Council.

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Investments

Todd Wetsel

Vice President & Trust Investment Officer

twetsel@happybank.com

(806) 349-9901

View Todd's Bio

Todd has 12 years of trust and banking experience. He started banking with Bank of America while attending West Texas A&M University. After graduating with a Bachelor’s of Business Administration, he went to work for the trust department at Herring Bank where he served as an assistant trust administrator. Todd then joined the United States Army and served two tours of duty in Iraq. His principal duties at Happy State Bank include market research and portfolio management. Todd is President of the Amarillo East Rotary Club and volunteers with Junior Achievement of the High Plains. He also serves on the board of the Texas Outdoor Adventure Foundation, the Wesley Community Center, and the Richard G. Balke Foundation.

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Farm & Ranch Mgmt

Kevin Rider

Vice President, Farm & Ranch Services

krider@happybank.com

(806) 349-9940

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Kevin has 9 years of Specialty Asset Management experience with an emphasis on Farm and Ranch Management. Earning his Bachelors of Science in Agriculture Economics from Texas Tech University, Kevin spent the first 9 years of his career in the Sorghum Seed Industry before beginning his banking career. At Happy Trust Company, his primary duties include managing all specialty assets including farm, ranches, homes, commercial properties, and oil/gas interests. Kevin is a member of NARO.

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Operations

Buffy Haden

Vice President & Trust Operations Officer

bhaden@happybank.com

(806) 349-9890

View Buffy's Bio

Buffy has 21 years of trust and banking experience. Buffy began her banking career with First National Bank of Perryton. While working on her Master’s of Business Administration at West Texas A&M, Buffy worked for Bank of America as an investment assistant and then trust administrator. In her current role with Happy Trust Company, Buffy’s primary responsibility is to assist with the operational oversight. Buffy is a member of the Amarillo Area Estate Planning council and previously served as President of the board at Amarillo Montessori Academy.

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