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  • About
  • Services
    • Comprehensive
      Financial Plans
    • Custom Designed Retirement Plans
    • Business
      Transition Plans
  • Team
    • Sarah Kaelberer
    • Laura Maksymkow
    • Ryan Michaelis
    • Trish Duc
    • Jim Schiltz
    • Erica Anderson
    • Brittany Alexander
  • Events
    • Skip-A-Day 2022
  • Resources
    • Educational Videos
    • Case Studies
    • Contribution and Benefit Limits
    • Valmark Form CRS
  • Contact
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You are here: Home / Team / Erica Anderson

Erica Anderson

Erica Anderson

Paraplanner

Contact Erica

Erica’s role as a paraplanner at B&E is largely behind the scenes, gathering financial documents and records necessary for planning. Whether it be processing client requests or assisting with reports for clients, Erica’s diligence is truly with your interest in mind!

Erica and her husband Andy have been married since 2011. When they are not gardening or working on outdoor projects, they are playing with their two adorable 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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