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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
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    • Educational Videos
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    • Contribution and Benefit Limits
    • Valmark Form CRS
    • Tax Reference Guide for 2024
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You are here: Home / Team / Melanie Kriegler

Headshot of MelanieMelanie Kriegler 

Financial Planning Associate 

Contact Mel

 

Melanie is B&E’s Financial Planning Associate. She has worked in the financial services industry since 2012 in various roles and joined the B&E team in 2022. As a Financial Planning Associate, she assists with updating Financial Plans and organizing data for clients. In her role, Melanie “loves helping put all the pieces together to show clients how we get from point A to point B; there is always something new to learn!”

She and her husband Mike have identical twin girls, Aliyah and Briella, which keep them very busy. Fun fact: Mel is also an identical twin herself! When time allows, she enjoys the challenge of cooking up new recipes, traveling to places she hasn’t been before, and capturing life’s moments through photography.

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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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