Want to put a face to a name? We’re stoked to have a high quality team for financial planning and navigating future saving.
Get to Know our People
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Brenda Schaefer
Brenda has 25 years of financial experience and is passionate about helping others save and plan for retirement. She received a bachelor’s degree from Ball State University located in Muncie, IN. Brenda is a Registered Representative of LPL Financial and a licensed insurance agent with the ability to provide you access to a variety of investment and insurance products. Brenda has been involved in the community in a variety of roles throughout her career, but her biggest accomplishment is being a role model for her daughter.
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Kurt Decker
Kurt has over 25 years of financial experience and a strong history of working with credit union members, their family, and friends. He received a bachelor’s degree from Wabash College and a Juris Doctor degree from Florida State University. As a Registered Representative of LPL Financial and a licensed insurance agent, he has access to a wide variety of investment and insurance products. What Kurt enjoys most about his career is having the ability to take complex financial situations and present them in a way his clients can understand.
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Will Baumberger
Will has spent the past 22 years as a financial advisor who believes in working closely with his clients to develop a deep understanding of what they really need and want. He takes the time to learn about their families, their businesses, and their goals for the future. As a Registered Representative of LPL Financial and a licensed insurance agent, he has access to a wide variety of investment and insurance products. Will is married with four children, and when he isn’t working enjoys family time, fishing, and coaching basketball.
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Contact Mike
Mike is an experienced wealth manager who has spent more than 25 years creating wealth strategies for clients. Mike attended California State University, Fullerton where he earned a bachelor’s degree in finance in 1996. “People don’t care how much you know until they know how much you care” and “never eat lunch alone” were the first two pieces of advice that Mike received and he still lives by the first and is forced into diets by the second! It is important for Mike to understand his clients and their families, what’s it all for, why is it important? From there, planning, implementing and monitoring investments can help in avoiding expensive mistakes.
Check the background of these investment professionals on FINRA's BrokerCheck.
Heritage Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (LPL) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution for these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heritage Federal Credit Union and Heritage Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Financial, and may also be employees of Heritage Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Federal Credit Union or Heritage Financial. Securities and insurance offered through LPL or its affiliates are:
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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