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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.
Certified Financial Planner®
Trust & Investment Management Officer
1.800.356.7856, ext. 32681
Shelley L Kiesewetter
Wealth Management Coordinator
1.800.356.7856, ext. 33836
Private Member Group Manager
1.800.356.7856, ext. 37489
Personal Banking Options Available, Too!
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.
While you can’t predict the future, here are some additional resources to help you plan!
- The difference between Roth and Traditional IRAs.
- If a Roth IRA Conversion is right for you.
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. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, and involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.