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Indiana Public Retirement System

Indiana Public Retirement System (INPRS) > My Fund > Teachers > TRF Financial Planners 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.

The Indiana Public Retirement System is in the process of redesigning this basic training course to include other INPRS plans in addition to TRF. No additional training sessions will be scheduled until the course redesign is complete.

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


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 317-695-7480
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 Contact
Chris Bailey Brownsburg, Zionsville,
Lebanon, Lafayette, IN
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
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 /
Indianapolis, IN

North Central (Alphabetically by Financial Planner Last Name)
Planner Location Contact
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 Contact
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 Contact
Theresa Ayers Fort Wayne, IN 260-436-7006
South (Alphabetically by Financial Planner Last Name)
Planner Location Contact
Walter Koon Greenwood /
Bloomington, IN
Adam Strouse Evansville, IN 812-402-1300