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Wealth Management

Grow and protect your assets for you and your loved ones with the local CEFCU Wealth Management team and experts at Members Trust Company.

Founded in 1987, Members Trust Company is the first national trust and investment firm owned by and for America's Credit Unions. Our joint mission? Help you achieve your financial aspirations and ensure your financial legacy.

Meet The Team

Your peace of mind is on our mind.

Kevin Barbier
Certified Financial Planner®
Trust & Investment Management Officer

309.633.2681
1.800.356.7856, ext. 32681
kbarbier@cefcu.com

Trust Services & Investment Management

You’ve worked hard for your assets. From selecting and allocating assets, to helping you minimize taxes and meeting beneficiaries' needs, our team works with you, your family, and any outside professionals you have on board. We follow the same standards that guide your Credit Union — always looking out for your best interests. Services include:

  • Investment Management
    — ETF Portfolio Advantage®
  • Estate & Financial Planning
  • FlexIRA®
  • 401(k) Rollovers
  • Trustee & Agent for Trustee
  • Living Trusts to Avoid Probate
  • Estate Settlement
  • Advance Financial Directives
  • Special Needs Trusts
  • Corporate Trustee
  • Estate Settlement Executor

Email Kevin Email Shelley

Personal Banking Options Available, Too!

A couple on the couch reviewing their finances on the laptop and papers

Personal banking services include facilitating:

  • Personal lines of credit
  • Jumbo or specialized Mortgages
  • Construction Loans
  • And, much more!

Brad Schupp, CEFCU’s Private Member Group manager, has over 25 years of experience serving members with more diverse financial needs.

Email Brad

Resources

While you can’t predict the future, here are some additional resources to help you plan!

Calculators

Video Library

Revocable Trusts

Spendthrift Trusts

Special Needs Trusts

Will vs. Trust

QTIP Trusts

FlexIRA

2021 Town Hall Meeting

This is for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult your attorney and/or accountant.

CEFCU Wealth Management is a marketing name used by CEFCU. Trust and Investment Services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Non-deposit products offered through Members Trust Company. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee, Not a deposit of any financial institution.