RSS Feed

Financial Fitness Blog

Meet our planners

 Permanent link   All Posts

Laura KampsOur financial planners specialize in working with Wisconsin public school employees. They put the members’ best interests first. There are no commissions attached to our financial planning services, so you receive an unbiased analysis of your situation.

Let me introduce you to:


Brenda Echeverria, Financial Planner

Brenda Echeverria“Education is close to my heart. Several of my family members are educators. As a financial planner, I educate members about their unique financial situations and help them create a plan so they can realize the retirement lifestyle they desire and deserve.”

Brenda has worked in financial services for over 25 years, and has been with Member Benefits since 2008. She is a Chartered Retirement Planning Counselor and holds several securities licenses including series 6, 7, 63, 65, and life and health insurance licenses. A graduate from the University of Connecticut with a Bachelor’s in Finance, Brenda is currently a Certified Financial Planner® candidate working on a Master’s in Financial Planning.

Eric Schwartz, Financial Planning Specialist

Eric Schwartz“I enjoy meeting with members and helping them identify where they want to go and coming up with a plan to get them there.“

Eric has been with Member Benefits for nearly four years and has held various roles within the organization. He graduated from the University of Wisconsin-Madison with a bachelor’s degree in Personal Finance and a Business Certificate and holds securities licenses 6, 63, and 65, and a Wisconsin life insurance license. Eric is also a candidate for the Certified Financial Planner® designation.


Plan ahead!

Schedule your 2016 consultation with one of our financial planners. Appointments are first-come, first-served and they fill up fast! Appointments available in:

  • Brookfield
  • Eau Claire
  • Green Bay
  • Madison
  • Stevens Point

For more info, visit weabenefits.com/financialplanning, call 1-800-279-4030, or e-mail weafa@weabenefits.com.

>>Read more in our article, "Get your plan on in 2016."

Registered representatives of WEA Investment Services, Inc., member FINRA. Registered investment advisor agents of and investment advisory services offered through WEA Financial Advisors, Inc. Fees and services subject to change.

Laura Kamps, RIS Specialist