Worksite Benefits Consultants
Financial Wellness: Helping your employees secure a brighter future.
Implementing financial wellness programs for district employees can have a positive impact on their overall well-being. WEA Member Benefits offers:
- FREE financial education for your staff
- Guidance on how to build an effective financial wellness program
- Tools and expertise from our Worksite Benefit Consultants
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Meet our Worksite Benefits Consultants!
Kelly Behnke, TGPC, CIC, CISR, ACSR™
Southeast Wisconsin | Central Wisconsin | Central Western Wisconsin
Kelly has been with WEA Member Benefits since 2000. She has a high level of knowledge regarding 403(b) plan documents and compliance that she has shared with public school districts around the state. Kelly also assists districts and school employees by providing financial education, information, and product opportunities to assist them with building their financial security and making sound financial decisions.
Kelly holds a BBA from Edgewood College, Series 6 and 63 securities licenses, and life, health, property and casualty licenses. She is also holds Certified Insurance Counselor (CIC), Certified Insurance Service Representative (CISR), Accredited Customer Service Representative (ACSR,) and Tax-Exempt and Governmental Plan Consultant (TGPC) designations. She is a registered representative of WEA Investment Services, Inc., a broker/dealer.
Kelly lives in Portage with her husband and son Calvin and has three grown daughters, Courtney, Kendra, and Sierra. She is a grandma to the cutest grandsons ever and enjoys spending time with her family and friends along with skiing, hunting, curling, camping, and many other outdoor activities.
Paul M. Rushmann, ChFC®, CLU®
Northwest Wisconsin | North Central Wisconsin
Paul has over 35 years of experience working with individuals, families, and businesses securing their futures through financial education and proper product selection. Paul has worked with financial advisors across the United States, helping them provide for their clients by presenting workshops, educational boot-camps, and working directly with clients to ensure a financially secure future.
Member Benefits has developed a myriad of resources, which are designed to educate and inform educators as to how to make good financial decisions to obtain a secure future and retirement. As a Senior Worksite Benefit Consultant, Paul sees his primary responsibility to be a coordinator of these resources and offerings for the benefit of all of those who are associated with Public Education in Wisconsin.
On a personal note, Paul and his wife Kristy live in Chippewa Falls with their Whoodle rescue named Toby and have many friends and family close by. Paul has two grown children and three grandchildren that keep he and Kristy busy and entertained as well. They enjoy many of the outdoor activities that the Chippewa Valley and Northwest Wisconsin provides including fishing, biking, snow shoeing, and exploring.
Shobi Samuel, CRPS®
Shobi has been with WEA Member Benefits since 2018. Prior to becoming a Worksite Benefit Consultant, he was a specialist in the Retirement and Investment Services department. As a specialist, he helped members plan for retirement by assisting them with investment trades as well as moving other retirement accounts into WEA Member Benefits. Shobi enjoys helping people and seeing them succeed in their financial future.
Financial wellness begins with your district and benefits everyone. Member Benefits offers a wide library of resources, including informational seminars, designed to make financial literacy relatable and educate the audience as to how to make good financial decisions in order to obtain a secure future and retirement. Shobi would be happy to set up a presentation for your school district and discuss the financial resources available to you and your staff.
Shobi was born in India but currently lives near Madison. In his free time, he enjoys working out, watching movies, and learning more about investments and the current state of the market. He also loves to collect exotic coins since his father travelled a lot when he was growing up.
South Central Wisconsin | Western Wisconsin
Dave has over 10 years of experience providing insurance and retirement products to Wisconsin individuals. He has taught continuing education classes to insurance professionals and is passionate about assisting districts as well as school employees with financial education, answers to their questions, and products to build their financial security in retirement.
Member Benefits has a wide variety of resources designed to educate and inform members as to how to make good financial decisions in order to obtain a secure future and retirement. Dave would love to set up a presentation for your school district and discuss the financial resources available to you and your staff.
Dave lives near Madison with his wife Ember and their two dogs. They enjoy checking out music concerts, outdoor festivals, and spending time playing with their four grandchildren around the southwestern Wisconsin area.