What departments does Chisholm Trail Financial Group have?

Chisholm Trail Financial Group has employees across 3 departments including Entrepreneurship, Program & Project Management, Banking.

What is the largest department at Chisholm Trail Financial Group?

The largest department at Chisholm Trail Financial Group is Entrepreneurship with 2 employees.

Where are Chisholm Trail Financial Group employees located globally?

Chisholm Trail Financial Group has employees across 2 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, Canada, United States Of America.

How has Chisholm Trail Financial Group's team size changed over time?

Chisholm Trail Financial Group's team has decreased from approximately 13 to 11 employees based on available data.

Chisholm Trail Financial Group Employee Directory

Financial ServicesTexas, United States11-50 Employees

Chisholm Trail Financial Group is a financial services firm that provides comprehensive planning and wealth-management services to individuals, families, and business partners. It uses a structured six-step process to tailor, implement, and monitor each client’s plan, guided by stewardship principles centered on protection, independence, dignity, and legacy. Financial education is part of its approach to help clients identify opportunities and address potential blind spots.

An in-house team of specialists supports the delivery of personalized wealth-creation, management, and distribution solutions. Registered associates of the group are registered representatives of Lincoln Financial Securities Corp., with investments and advisory services offered through that firm. Based in Round Rock, Texas, the firm is a small- to midsize operation in the financial services sector, and in December 2025 it hired Christopher Cybulski, CFP, formerly with Edward Jones, to expand the practice with greater independence.

Chisholm Trail Financial Group Global Highlights

North America
27

United States Of America
26
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Chisholm Trail Financial Group's Leadership

W. W.
Chief Executive Officer
Mobile Phone
Email
J. E.
Owner
Mobile Phone
Email
B. B.
Vice President
Mobile Phone
Email
A. M.
Manager
Mobile Phone
Email
S. C.
Project Manager
Mobile Phone
Email
M. M.
Financial Planner
Mobile Phone
Email

Chisholm Trail Financial Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Finance
Accounting
Other

Contact profiles from Chisholm Trail Financial Group

Name

Title

Contact

Location

Last Update

J. E.
Owner
Mobile Phone
Email
Jul 07, 2024
W. W.
Chief Executive Officer
Mobile Phone
Email
UNITED KINGDOMKENT
Apr 10, 2023
B. B.
Vice President
Mobile Phone
Email
Jun 08, 2026
A. M.
Manager
Mobile Phone
Email
Dec 07, 2023
S. C.
Project Manager
Mobile Phone
Email
UNITED KINGDOM
Oct 31, 2022
M. M.
Financial Planner
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Chisholm Trail Financial Group known for?

Chisholm Trail Financial Group operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-512-671-****

. Explore Chisholm Trail Financial Group's company overview page for more information.

What is Chisholm Trail Financial Group's most common email format?

Chisholm Trail Financial Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Chisholm Trail Financial Group email formats with LeadIQ.

How many employees does Chisholm Trail Financial Group have currently?

Chisholm Trail Financial Group has approximately 19 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Chisholm Trail Financial Group's key employees and leadership?

As of July 2026, Chisholm Trail Financial Group's key employees include:

Chief Executive Officer: W. W.
Owner: J. E.
Vice President: B. B.
Manager: A. M.
Project Manager: S. C.

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Chisholm Trail Financial Group Employee Directory

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