TRF Financial Planners
The following financial planners attended a 3-hour basic training course presented by the Indiana State Teachers’ Retirement Fund (TRF) on the TRF retirement benefit.
This listing does not designate the financial planners as agents of TRF or impute to the planners ability to act on the agency’s behalf in any capacity.
| Indianapolis (Alphabetically by Financial Planner Last Name) | ||
|---|---|---|
| Planner | Location |
Contact |
| Benjamin J. Abraham | Indianapolis, IN | 317-818-4673 babraham@MetLife.com |
| Elaine E. Bedel | Indianapolis, IN | 317-843-1358 ebedel@BedelFinancial.com |
| Evan Bedel | Indianapolis, IN | 317-843-1358 evbedel@bedelfinancial.com |
| Jessica L. Bokhart | Indianapolis, IN | 317-860-1085 jbokhart@bgbc.com |
| James C. Brocke | Indianapolis, IN | 317-705-8159 jbrocke@finsvcs.com |
| Nancy B. Bunning | Indianapolis, IN | 317-574-2930 ncunning@financialpg.com |
| Mark Cade | Indianapolis, IN | 317-215-2473 mark.cade@raymondjames.com |
| Meredith Carbrey | Indianapolis, IN | 317-843-1358 mcarbrey@bedelfinancial.com |
| Paul Coan | Indianapolis, IN | 317-577-4426 Paul@wpam.com |
| Robert M. Curry | Indianapolis, IN | 317-695-7480 robcurry@argi.net |
| Adan H. Diaz | Indianapolis, IN | 317-846-9702 adiaz@gbdfinancial.com |
| Stephen H. Duning | Indianapolis, IN | 317-853-1100 stephen.h.duning@ampf.com |
| Douglas B. Ehlen | Indianapolis, IN | 317-786-8001 douge@ehccpa.com |
| Greg Heldman | Indianapolis, IN | 317-786-8001 gregh@ehccpa.com |
| Liz Hoover | Indianapolis, IN | 317-871-8578 LH@HooverFinancialAdvisors.com |
| David T. Klaus | Indianapolis, IN | 800-667-5792 ext 16 dklaus@metlife.com |
| Michael J. Mathews | Indianapolis, IN | 317-818-2638 mike.mathews@nmfn.com |
| Vuoch Tan Minnich | Indianapolis, IN | 317-853-1100 vuoch.t.minnich@ampf.com |
| Nancy Pitt | Indianapolis, IN | 317-574-2913 npitt@financialpg.com |
| Valerie L. Porter | Indianapolis, IN | 317-575-0800 vporter@summitviewfinancial.net |
| John R Reuter | Indianapolis, IN | 317-573-1772 john.reuter@raymondjames.com |
| Teia E. Senzig | Indianapolis, IN | 317-428-4256 tsenzig@citysecurities.com |
| Thomas J. Ward | Indianapolis, IN | 317-823-2308 Tomward11235@gmail.net |
| J. Andrew Wagner | Indianapolis, IN | 317-889-1769 andy@wagnerCPAGroup.com |
| Brent Walker | Indianapolis, IN | 317-818-1040 bwalker@wealthpointadv.com |
| Kevin Wells | Indianapolis, IN | 317-780-8377 kevin.wells@lpl.com |
| Stephanie Willison | Indianapolis, IN | 317-818-1040 swillison@wealthpointadv.com |
| Central Indiana Other areas (Alphabetically by Financial Planner Last Name) | ||
| Planner | Location | Contact |
| Chris Bailey | Brownsburg, Zionsville, Lebanon, Lafayette, IN |
317-858-3700 cbailey@envisioningfinancial.com |
| William Butler | Zionsville, IN | 317-873-1888 wbutler@indy.rr.com |
| Justin H.T. Castelli | Fishers, IN | 317-536-8815 justin.castelli@valic.com |
| Mike Curtiss | Brownsburg, IN | 317-858-2222 mikec@envisioningfinancial.com |
| Brent L. Emerick | Zionsville/ Indianapolis, IN |
317-228-6222 brent@FinPlanServices.com |
| William P. Gettings | Lafayette, IN | 765-742-7366 |
| Michael T. McAninch | Westfield, IN | 317-219-9172 CentennialFP@Gmail.com |
| Jack R. Perry Jr. | Zionsville, IN | 317-428-4252 jperry@citysecurities.com |
| Mike Rose | Kokomo, IN | 765-450-5075 mrose@citysecurities.com |
| Dante A. Raggio | Muncie, IN | 765-741-3238 draggio@citysecurities.com |
| David B. Stocker |
Muncie / |
800-560-3366 dave@wealthstrategiesinc.com |
| North Central (Alphabetically by Financial Planner Last Name) | ||
| Planner | Location | Contact |
| Erik W. Brenner | Mishawaka, IN | 574-247-7777 erik.w.brenner@ampf.com |
| Joseph B. Garrett | South Bend | 574-233-9461 jgarrett@citysecurities.com |
| North West (Alphabetically by Financial Planner Last Name) | ||
| Planner | Location | Contact |
| Kyle C. Klepsch | Crown Point, IN | 219-661-4408 kklepsch@citysecurities.com |
| Shawn A. Sabau | Crown Point, IN | 219-661-4477 ssabau@citysecurities.com |
| North East (Alphabetically by Financial Planner Last Name) | ||
| Planner | Location | Contact |
| Theresa Ayers | Fort Wayne, IN | 260-436-7006 theresaAyers@SheltonFinancial.net |
| South (Alphabetically by Financial Planner Last Name) | ||
| Planner | Location | Contact |
| Walter Koon | Greenwood / Bloomington, IN |
317-887-1714 wkoon@wradvisors.com |
| Adam Strouse | Evansville, IN | 812-402-1300 adam@strousewealthadvisors.com |
