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Financial Services


C.S. Wilson & Associates

Education Credit Union and C.S. Wilson & Associates, Inc. have teamed up to provide financial services for all of the members.  Cathy Wilson, CFP and Jason Dettman, CFP are here to help members strive to pursue their financial goals. 

They have two locations in Amarillo:

              6201 Hillside (inside the Hillside Branch)  806-322-1250

              2324 Lakeview   806-352-9251


For more information, log into their website at www.cswilson.net.

Services offered by the C.S. Wilson Team*

  • Customized Financial Planning
  • Asset Allocation Modeling (conservative to aggressive growth)
  • Fee-Based Asset Management (using no-load funds)
  • Educational Funding Strategies
  • Insurance evaluation (life and long-term care)
  • Retirement Planning ((IRA’s, Traditional and Roth, 401k plans, Simple IRA’s, 403b’s)
  • Beneficiary Check-ups
  • Independent wealth management advice
  • Estate Planning



Cathy Wilson, CFP, established C.S. Wilson & Associates, Inc. Financial Advisors over 30 years ago.  She is passionate about providing all of her clients with caring, independent and practical financial guidance.  This includes establishing and monitoring financial strategies for retirement planning, estate planning and investment planning.  Her number-one priority is to serve her clients with the utmost integrity, trust and respect.



Jason Dettman, CFP, graduated from West Texas A&M University in 2002, with a Bachelor’s Degree in business.  He has been a planner for C.S. Wilson & Associates since 2005 and earned his CFP (Certified Financial Planner) designation in 2009.  Jason has a passion for the complexities of investment management and for helping to provide his clients with the most complete, flexible and diversified financial services available.  He currently manages the C.S. Wilson office located at 6201 Hillside, inside Education Credit union's Hillside branch.



Sally Miller, Executive Assistant, joined the firm in 2007, after teaching for 33 years.  Sally is in charge of client relationships and compliance.  She also coordinates the day-to-day operations of the office and loves interacting and helping our clients with all of their needs.  Her enthusiasm and love of life make her a favorite with all of our clients!



Securities and Advisory Services offered through Cetera Advisors LLC, Member FINRA/SIPC

Cetera is under separate ownership from any other entity.  Investments are: Not NCUA insured, not a deposit, not Education Credit Union guaranteed, not insured by any government agency, may lose value.

C.S. Wilson, Education Credit Union, and Cetera Advisors LLC. are not affiliated companies.