Get to know our Member Benefits financial advising team, and learn more about their backgrounds, experience, and compensation.
Brenda Echeverria
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Brenda L. Echeverria CRPC® graduated in 2001 from the University of Connecticut with her BS in Finance. In addition to her Chartered Retirement Planning Counselor designation, she is a current CFP candidate. Brenda holds her Series 6, 7, 63, and 65 and is licensed with the State of Wisconsin and Florida for Life Insurance.
Brenda began her financial services career in 1988 by joining Connecticut Investment Management, Inc. During her time in Connecticut, Brenda was Senior Vice President, Comptroller and Senior Portfolio Manager of Connecticut Investment Management, Inc., an SEC registered RIA. In addition to her other corporate management responsibilities, she held the position of Executive Assistant to the CEO/Chairman and to the COO/President. As Senior Portfolio Manager, she was a member of a six-person investment team, managing assets for the firm’s clients who ranged from high net worth individuals, corporations, municipal pension plans, and institutions.
During 2001–2002, Brenda spent some time earning securities licenses through First Investors Corp in East Hartford, Connecticut prior to moving to Wisconsin.
Brenda moved to Wisconsin in 2002 and joined Mennenga Tax & Financial Services as a tax and financial advisor. She not only prepared individual income tax returns, but she met with clients for tax and financial planning. She was registered with HD Vest, a broker-dealer firm that specializes in working with tax professionals.
In 2008, Brenda joined WEA Financial Advisors, Inc. Prior to becoming the Financial Planning Supervisor in 2019, she was a Senior Financial Planner. She works with Wisconsin public school district employees and their families to provide retirement and investment services.
Chartered Retirement Planning Counselor (CRPC®)
Qualifications as a CRPC® member through the College for Financial Planning requires:
- Course study completion encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
- Successful completion of course exam.
- Agreement to adhere to Standards of Professional Conduct.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
DISCIPLINARY INFORMATION
None.
OTHER BUSINESS ACTIVITIES
Brenda is a Registered Investment Advisor Agent of WEA Financial Advisors, Inc. and a Registered Representative of WEA Investment Services, Inc., member FINRA. She is also Chief Compliance Officer of WEA Financial Advisors, Inc.
ADDITIONAL COMPENSATION
Brenda does not receive any bonus that is based, all or in part, on the number or amount of sales, client referrals, or new accounts. Also, she does not receive any economic benefit from anyone who is not a client for providing advisory services.
SUPERVISION
Brenda reports to Boyd Bender, Vice President of Retirement and Investment Services and Chief Compliance Officer. Boyd can be reached at 608-709-4602. Brenda’s activities are also monitored by WEA Financial Advisors, Inc.’s compliance personnel and supervisory structure. In addition, WEA Financial Advisors, Inc.’s Investment Committee monitors the investment choices offered in our member accounts.
Andrea (Andie) Hartwig
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Andrea L. Hartwig (Andie) CRPC®, CLTC® graduated from UW-Madison in 1997 with her Bachelor of the Arts degree. Upon graduation, she began working in the banking industry as a call center coordinator for approximately 25 different bank charters. When her position was eliminated, she began working for a tax and financial planning office in Madison. She remained with the firm for 13 years and helped nearly 450 clients with tax and investment planning.
She began her career with WEA Financial Advisors, Inc. in August 2015 as a Retirement and Investment Services Specialist, moving to her current role as a Financial Planner in 2017.
Andrea has her Series 6, 7, 63, and 65 licenses and is licensed with the State of Wisconsin and Florida for Life Insurance.
Chartered Retirement Planning Counselor (CRPC®)
Qualifications as a CRPC® member through the College for Financial Planning requires:
- Course study completion encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
- Successful completion of course exam.
- Agreement to adhere to Standards of Professional Conduct.
Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
DISCIPLINARY INFORMATION
None.
OTHER BUSINESS ACTIVITIES
Andrea is a Registered Investment Advisor Agent of WEA Financial Advisors, Inc. and a Registered Representative of WEA Investment Services, Inc., member FINRA.
ADDITIONAL COMPENSATION
Andrea does not receive any bonus that is based, all or in part, on the number or amount of sales, client referrals, or new accounts. Also, she does not receive any economic benefit from anyone who is not a client for providing advisory services.
SUPERVISION
Andrea reports to Brenda Echeverria, Financial Planning Supervisor. Brenda can be reached at 608-709-4596. Andrea’s activities are also monitored by WEA Financial Advisors, Inc.’s compliance personnel and supervisory structure. In addition, WEA Financial Advisors, Inc.’s Investment Committee monitors the investment choices offered in our member accounts.
Anna Edelstein
EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
Anna Edelstein, CFP, CRPC®, APMA graduated from UW-Madison in 2013 with her Bachelor of Science degree in Personal Finance, Hebrew & Semitic Studies with a certificate in Jewish Studies. During college, she interned at Ameriprise Financial and upon graduation, continued working there as a Planning Specialist. From 2016-2017, Anna was a Personal Financial Counselor for Zeiders Enterprises, helping Wisconsin Navy reservists with their financial needs. Anna then helped clients manage their assets and save for their goals, working at Wells Fargo Advisors as a Financial Relationship Advisor. She started in 2017 until her position was eliminated in 2020.
Anna began her career with WEA Financial Advisors, Inc. in October 2020 as Financial Planning Specialist.
Anna has her Series 7 and 66 licenses and is licensed with the State of Wisconsin for Life Insurance.
Certified Financial Planner™ (CFP®)
Qualifications as a CFP® through the Certified Financial Planner Board of Standards, Inc. (CFP Board) requires:
- Completion of an approved education program.
- Passing a rigorous exam.
- Meeting stringent experience requirements.
Designees renew their designation every two-years by completing 30 hours of continuing education, reaffirming adherence to Ethics Standards, and complying with self-disclosure requirements.
Chartered Retirement Planning CounselorSM (CRPC®), and Accredited Portfolio Management AdvisorSM (APMA®)
Qualifications as a CRPC® and APMA® member through the College for Financial Planning requires:
- Course study completion encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations.
- Successful completion of course exam.
- Agreement to adhere to Standards of Professional Conduct.
Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
DISCIPLINARY INFORMATION
None.
OTHER BUSINESS ACTIVITIES
Anna is a Registered Investment Advisor Agent of WEA Financial Advisors, Inc. and a Registered Representative of WEA Investment Services, Inc., member FINRA.
ADDITIONAL COMPENSATION
Anna does not receive any bonus that is based, all or in part, on the number or amount of sales, client referrals, or new accounts. Also, she does not receive any economic benefit from anyone who is not a client for providing advisory services.
SUPERVISION
Anna reports to Brenda Echeverria, Financial Planning Supervisor. Brenda can be reached at 608-709-4596. Anna’s activities are also monitored by WEA Financial Advisors, Inc.’s compliance personnel and supervisory structure. In addition, WEA Financial Advisors, Inc.’s Investment Committee monitors the investment choices offered in our member accounts.
Information current as of February 1, 2022. For up-to-date information and to research the background and experience of financial brokers, advisers, and firms, visit BrokerCheck by FINRA.
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