KOHLER, WI (July 27, 2016) — Brennan Scheel has joined Kohler Credit Union as a financial advisor, exclusively serving the credit union’s membership through MEMBERS Financial Services. Scheel, a financial advisor with over 3 years in the financial industry, is now available to meet with individuals to evaluate their financial situation, offer recommendations and coordinate their investment and insurance choices.
“Our goal is to be a life-long, trusted partner for our members,” explains Kevin O’Connor, chief retail officer at Kohler Credit Union. “Brennan shares these goals, along with the credit union values of trust, safety and service every member of the Kohler Credit Union team strives to achieve. I’m confident Brennan will provide our members with the information and support to meet their financial planning needs.”
“I look forward to serving the retirement planning and wealth management needs of Kohler Credit Union’s membership,” says Brennan Scheel. “I can help members identify their major financial objectives or recommend solutions to help them achieve financial security–even provide an objective second opinion on their financial situation.”
Designed exclusively for credit union members, and located at the credit union, MEMBERS Financial Services is a full-service financial advisory program providing retirement, insurance and investment services to individuals.
Products and services provided by the financial advisory program include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Kohler Credit Union and complements the wide range of products and services the credit union makes available to its members
For more information, contact Rhiannon Hinz at rhiannon.hinz@cunamutual.com or 920.783.2312. Or, you may contact Brennan Scheel at 262-268-7240 ext. 2608 today for a no-cost, no-obligation appointment.
Kohler Credit Union is a $495 million not-for-profit, financial cooperative, owned and governed by its members. Membership is open to anyone who lives or works in Sheboygan, Calumet, Fond du Lac, Manitowoc, Milwaukee, Ozaukee, Washington or Waukesha County; as well as their immediate family members and associations or organizations.
Laura Gabrielse
Sr. Vice President of Member Experience
920.783.2456 | lgabrielse@kohlercu.com
