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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
    • Melanie Kriegler
    • Trish Duc
    • Jim Schiltz
  • Events
    • Skip-A-Day 2022
    • All In Charity Poker 2022
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You are here: Home / Team / Trish Duc

Trish Duc HeadshotTrish Duc

Retirement Plan Client Services

Contact Trish

 

Trish has been with the B&E team since 2015 where she started at the front desk as an Office Administrator. Now, Trish assists 401(k) business clients and plan participants with service requests and informational needs in the Retirement Plan Client Service area. “ I love working with each of our clients – from the participants and vendors to Plan contacts. It is making sure each of their requests are completed professionally, patiently, and with their best interest in mind.”

She is married to Erik and has two step-children, Alex and Jackson. They are an on-the-go family that enjoys fishing, sightseeing, and visiting new restaurants.

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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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