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Business & Estate Advisers, Inc.

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    • Laura Maksymkow
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  • About
  • Services
    • Comprehensive
      Financial Plans
    • Custom Designed Retirement Plans
    • Business
      Transition Plans
  • Team
    • Sarah Kaelberer
    • Laura Maksymkow
    • Ryan Michaelis
    • Brittany Alexander
    • Erica Anderson
    • Anne Vardan
    • Melanie Kriegler
    • Trish Duc
    • Jim Schiltz
  • Events
    • All In Charity Poker 2024
    • Skip-A-Day 2024
  • Resources
    • Educational Videos
    • Case Studies
    • Contribution and Benefit Limits
    • Valmark Form CRS
    • Tax Reference Guide for 2024
  • Contact
  • Search
You are here: Home / Team

The B&E Team

Our knowledgeable team helps you achieve financial success using creative solutions. We listen to you and then guide you on a wise and informed journey toward financial security – in your business and in your personal life. Since 1978, we have remained committed to serving each and every client with exceptional service.

Sarah Kaelberer Headshot

Sarah J. Kaelberer

President | Partner
CFP®, ChFC, CLU

Laura Maksymkow Headshot

Laura L. Maksymkow

Vice President | Partner
ChFC

Ryan Michaelis Headshot

Ryan A. Michaelis

Vice President | Partner
CFP®, ChFC, CLU


Brittany Alexander Headshot

Brittany Alexander

Office Manager

Erica Anderson Headshot

Erica Anderson

Paraplanner

Anne Vardan headshot

Anne Vardan

Paraplanner

Melanie Kriegler Headshot

Melanie Kriegler

Financial Planning Associate

Trish Duc Headshot

Trish Duc

Retirement Plan
Client Services

Jim Schiltz Headshot

Jim Schiltz

Retirement Plan Administrator
QKA®

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Phone: (952) 475-0440
Fax:(952) 475-0816

282 East Wayzata Boulevard
P.O. Box 679
Wayzata, MN 55391

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Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. Financial Planning and Investment Advisory Services offered through B&E Investment Advisers, Inc., a State Registered Investment Adviser. Business & Estate Advisers, Inc. and B&E Investment Advisers, Inc. are separate entities from Valmark Securities, Inc.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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