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 | Phone Number | Website | |
| Benjamin J. Abraham | Indianapolis, IN | 317-818-4673 | ||
| Elaine E. Bedel | Indianapolis, IN | 317-843-1358 | ||
| Evan Bedel | Indianapolis, IN | 317-843-1358 | ||
| Jessica L. Bokhart | Indianapolis, IN | 317-860-1085 | ||
| James C. Brocke | Indianapolis, IN | 317-705-8159 | ||
| Nancy B. Bunning | Indianapolis, IN | 317-574-2930 | ||
| Mark Cade | Indianapolis, IN | 317-215-2473 | ||
| Meredith Carbrey | Indianapolis, IN | 317-843-1358 | ||
| Paul Coan | Indianapolis, IN | 317-577-4426 | ||
| Robert M. Curry | Indianapolis, IN | 317-573-5257 | ||
| Adan H. Diaz | Indianapolis, IN | 317-846-9702 | ||
| Stephen H. Duning | Indianapolis, IN | 317-853-1100 | ||
| Douglas B. Ehlen | Indianapolis, IN | 317-786-8001 | ||
| Greg Heldman | Indianapolis, IN | 317-786-8001 | ||
| Liz Hoover | Indianapolis, IN | 317-871-8578 | ||
| David T. Klaus | Indianapolis, IN | 800-667-5792 ext 16 | ||
| Michael J. Mathews | Indianapolis, IN | 317-818-2638 | ||
| Vuoch Tan Minnich | Indianapolis, IN | 317-853-1100 | ||
| Nancy Pitt | Indianapolis, IN | 317-574-2913 | ||
| Valerie L. Porter | Indianapolis, IN | 317-575-0800 | ||
| John R Reuter | Indianapolis, IN | 317-573-1772 | ||
| Teia E. Senzig | Indianapolis, IN | 317-428-4256 | ||
| Thomas J. Ward | Indianapolis, IN | 317-823-2308 | ||
| J. Andrew Wagner | Indianapolis, IN | 317-889-1769 | ||
| Brent Walker | Indianapolis, IN | 317-818-1040 | ||
| Kevin Wells | Indianapolis, IN | 317-780-8377 | ||
| Stephanie Willison | Indianapolis, IN | 317-818-1040 | ||
| Central Indiana Other areas (Alphabetically by Financial Planner Last Name) | ||||
| Planner | Location | Phone Number | Website | |
| Chris Bailey | Brownsburg, Zionsville, Lebanon, Lafayette, IN |
317-858-3700 | ||
| William Butler | Zionsville, IN | 317-873-1888 | ||
| Justin H.T. Castelli | Fishers, IN | 317-536-8815 | ||
| Mike Curtiss | Brownsburg, IN | 317-858-2222 | ||
| Brent L. Emerick | Zionsville/ Indianapolis, IN |
317-228-6222 | ||
| William P. Gettings | Lafayette, IN | 765-742-7366 | ||
| Michael T. McAninch | Westfield, IN | 317-219-9172 | ||
| Jack R. Perry Jr. | Zionsville, IN | 317-428-4252 | ||
| Mike Rose | Kokomo, IN | 765-450-5075 | ||
| Dante A. Raggio | Muncie, IN | 765-741-3238 | ||
| David B. Stocker |
Muncie / |
800-560-3366 | ||
| North Central (Alphabetically by Financial Planner Last Name) | ||||
| Planner | Location | Phone Number | Website | |
| Erik W. Brenner | Mishawaka, IN | 574-247-7777 | ||
| Joseph B. Garrett | South Bend | 574-233-9461 | ||
| North West (Alphabetically by Financial Planner Last Name) | ||||
| Planner | Location | Phone Number | Website | |
| Kyle C. Klepsch | Crown Point, IN | 219-661-4408 | ||
| Shawn A. Sabau | Crown Point, IN | 219-661-4477 | ||
| North East (Alphabetically by Financial Planner Last Name) | ||||
| Planner | Location | Phone Number | Website | |
| Theresa Ayers | Fort Wayne, IN | 260-436-7006 | ||
| South (Alphabetically by Financial Planner Last Name) | ||||
| Planner | Location | Phone Number | Website | |
| Walter Koon | Greenwood / Bloomington, IN |
317-887-1714 | ||
| Adam Strouse | Evansville, IN | 812-402-1300 | ||
