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      Financial Plans
    • Custom Designed Retirement Plans
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      Transition Plans
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    • Sarah Kaelberer
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    • Brittany Alexander
    • Erica Anderson
    • Anne Vardan
    • Melanie Kriegler
    • Trish Duc
    • Jim Schiltz
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You are here: Home / Team / Laura L. Maksymkow

Laura Maksymkow Headshot

Laura L. Maksymkow

Vice President  |  Partner

Chartered Financial Consultant, ChFC

Contact Laura

 

Growing up in a family business in Grand Rapids, Minnesota, Laura has always had an affinity for doing the books and organizing processes. She worked in her family’s construction business before earning her accounting and business administration degree at Duluth Business University. Then she took off to work and explore Alaska where she lived for nine years. She advanced to the position of controller where she honed her unique ability to customize financial statements for multiple companies.

Laura compiled accounting and financial statements for almost 25 years. During that time, she took an interest in investing, and in 1996, Laura obtained both her insurance and securities licenses. Her goal was to help families become properly protected, debt free, and financially independent using simple financial concepts, such as the Rule of 72. Her client-focus, attention to detail, and dedication to unequivocal excellence are valuable assets for clients’ financial planning and business forecasting.

Laura joined the B&E team in 2008. Her love of details and understanding of how investments work inspired her to create and develop the PathWiseTM Financial Planning process B&E uses today. “It helps clients understand their finances and turn what is complicated and sometimes scary, into a comprehensive plan that is easy to understand.” Laura became a Partner at B&E in 2019.

Outside of work, Laura and her husband Ron have been married since 1996. She has two adult children, Erik and Kassie, and enjoys spending time in the Florida sun. She is also a proud grandmother to Spencer, who was welcomed to the world in February 2023.

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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.

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