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I focus on educating clients, keeping things as simple and understandable as possible, and building their trust in me as a fiduciary, with their own best interests as the basis of any recommendations.
Randy joined TCU early in 2003 and has more than 20 years of experience as a financial planner, helping to plan around trusts and estates. Randy earned a bachelor's degree in business administration/marketing from Indiana University and an MBA from Anderson University. He became a CERTIFIED FINANCIAL PLANNER™ / CFP® Professional in 2005. Randy lives in Hendricks County, where he volunteers his time serving on the boards of several service organizations. He meets by appointment with members at our Service Centers in Avon, Crawfordsville, Greencastle and Indianapolis.
Randy Tarter, CFP®
Phone: (877) 688-5990 Ext. 5306
Office: 7607 E. US Highway 36, Avon, IN 46123
This information is not designed, meant, nor does it constitute the rendering of legal or tax advice. You should consult with your attorney and/or tax advisor before implementing any strategy discussed here. Trust services provided by MEMBERS Trust Company are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principle. MEMBERS Trust Company is a federal thrift regulated by the Office of the Comptroller or the Currency.
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