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    • 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
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You are here: Home / Team / Erica Anderson

Erica Anderson HeadshotErica Anderson

Paraplanner

Contact Erica

 

Erica joined the B&E team in 2016. She has over a decade of experience in personal finance and “loves assisting the advisors in helping clients achieve their goals by making sure everything is in place.” As a Paraplanner, the U of M grad is responsible for preparing and executing client service requests.

Erica and her husband Andrew have a daughter, Veronica. When she is not cooking or expanding her garden, she enjoys snuggling up with her two dogs, Franklin (dachshund) and Pearl (chihuahua).

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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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