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Wealth Management

The CEFCU Wealth Management team is available to help with your more sophisticated financial needs. Along with the experts at Members Trust Company, we provide a full range of wealth management services on the local level.

Trust & Investment Management

Young couple with advisor.

With CEFCU Wealth Management, you have access to:

  • Investment Management — ETF Portfolio Advantage®
  • Trusteed IRAs
  • Estate and Financial Planning
  • Retirement Planning
  • Corporate Trustee
  • Living Trust Management
  • Agent for Trustee
  • Asset Protection Trusts
  • Estate Settlement

Contact Us

Young woman with piggy bank.

Members Trust Company

For 30 years, Members Trust Company has provided trust, investment, and wealth management services to credit union members like you.

Owned by CEFCU and other credit unions, Members Trust Company was developed to benefit members, not individual stockholders. The Members Trust team works to protect the interests of you and your family.

For more information, visit the Members Trust Company website.

Private Member Group

We can meet with you at your home or office — at your convenience — to help with complex financial needs. Let us help with expert advice on:

  • Investing
  • Personal lines of credit
  • Jumbo or specialized mortgages
  • Construction financing
  • And much more.

Contact Us

Meet Our Representatives

Count on us for personal help.

Kevin Barbier
Certified Financial Planner
Trust & Investment Management Officer

309.633.2681
Email Kevin

Shelley L Kiesewetter
CTFA
Wealth Management Coordinator

309.633.3836
Email Shelley

Brad Schupp
Private Member Group Manager
309.633.7489
Email Brad

Resources

Along with our trusted advisors, these resources can help you plan.

Workshops, Tutorials, & Seminars

Calculators

Use our calculators to see:

Still can’t find the information you need? Contact us with your questions today.

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.