Wednesday, January 2, 2013

CEFCU Announces Wealth Management Coordinator Receives Certification

Shelley Kiesewetter, Wealth Management Coordinator, achieved Certified Trust and Financial Advisor (CTFA) recognition at MEMBERS Trust Company, made available through CEFCU Financial Services®, Inc. To achieve this status, Kiesewetter needed three years of experience in personal trust, completion of a specialized trust training program through the ICB (Institute of Certified Bankers), and successfully passing a detailed trust certification examination.

Dianna Hunter, CEFCU Vice President stated, “This is a great accomplishment for Shelley, and truly reflects her commitment to credit union members. We are thrilled that she is helping CEFCU members build a strong financial future through MEMBERS Trust Company.”

Shelley is available to help CEFCU members with their investment management, estate and financial planning, retirement planning, living trust management, and much more. To schedule an appointment with Shelley at CEFCU’s Financial Services office, call (309) 633-3836.

With assets totaling over $4.8 billion, CEFCU serves over 290,000 members through 20 central Illinois Member Centers and 3 Member Centers in Santa Clara County, California; the CEFCU Financial Center; the Money Center 24 ATM Network; CEFCU’s website, cefcu.com; CEFCU’s Mobile website, m.cefcu.com; the surcharge-free CO-OP Network ATM; and the CU Service Center Shared Branch Network.

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