A licensed attorney, Jeff served as CB&T’s outside legal counsel for over 30 years prior to transitioning to overseeing the WM&T department in 2022. Prior to CB&T, Jeff advised numerous businesses on real estate, wills, trusts, estates, and probate law matters.

254-757-6330
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A licensed attorney, Steve practiced law for 12 years prior to joining CB&T in 1999. In addition to being active in the Waco community, he currently serves on the Texas Banker's Association's Government Relations Council, where he lobbies on behalf of the corporate trust industry.

254-757-6314
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A graduate of Texas A&M University and Baylor University, Lisa served as a Certified Public Accountant with local firms for 20 years prior to joining CB&T in 2007. Lisa serves as a mentor in the LEAD program, is active in the Adopt-A-School program, and serves on the board at LaPuerta Waco.

254-757-6306
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John is a graduate of Baylor University and is a Chartered Financial Analyst (CFA). He was a four-term member of the Waco City Council and has previously and currently serves on various non-profit and civic boards supporting a wide range of initiatives and programs.

254-757-6308
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Evan came to CB&T in 2003 with experience in management with some well-known Waco businesses after earning a BA and MBA from Baylor University. Evan is involved in the community through his work with the Waco Rotary Club, Mission Waco, Waco ISD, the Greater Waco Chamber, and the Baylor Bear Foundation.

254-757-6315
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After earning a BA from West Texas A&M University, Neal worked in banking, insurance, and investments. Neal joined CB&T in 2016 after serving as the investment officer for FirstBank Southwest Wealth Management in Amarillo, Texas.

254-757-6318
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A licensed attorney, Mark is a native Wacoan and is a graduate of Baylor University and Baylor Law School. Prior to joining CB&T, Mark worked for the federal government.

254-757-6312
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Kimberly started her career as a teller at First National Bank of Bryan in 1999 while a student at Texas A&M University. After graduating, she was promoted to Loan Operations and eventually to Trust. Kimberly joined CB&T in 2007.

254-757-6325
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Tom is a Certified Public Accountant who earned his BBA and Master of Taxation from Baylor University. He worked as a CPA for 18 years prior to joining CB&T in 2021. Tom is a volunteer with Boy Scouts of America, the Greater Waco Chamber, and is a board member of the Waco Symphony Association.

254-757-6317
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Karen joined CB&T in 2022 with 23 years of experience in banking and investments.  Prior to joining CB&T, she worked in Wealth Management as a Registered Associate with Series 7 & 66 licenses.  She has also earned the Accredited Asset Management Specialist™ designation.  Karen is currently a Greater Waco Chamber Ambassador.

254-757-6307
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A licensed attorney, Jana came to CB&T in 2022 after a career in government and community relations. Jana is a past president of the Junior League of Waco, and currently serves as board member for Hillcrest Baptist Medical Center, Oakwood Cemetery and the Waco Symphony.

254-757-6311
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Reagan received his J.D. from Liberty University School of Law and a BBA in Management from Baylor University. He has experience in banking, constitutional law, and insurance defense litigation. Reagan and his wife Abbi recently moved to Waco and are proud fans of the Baylor Bears.

254-757-6303
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