• Menu
  • Skip to left header navigation
  • Skip to right header navigation
  • Skip to main content
  • Skip to footer

Before Header

Business & Estate Advisers, Inc.

  • 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 2021
  • Resources
    • Educational Videos
    • Case Studies
    • Contribution and Benefit Limits
    • Valmark Form CRS
  • Contact
  • Search

Mobile Menu

  • 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 2021
  • Resources
    • Educational Videos
    • Case Studies
    • Contribution and Benefit Limits
    • Valmark Form CRS
  • Contact
  • Search
You are here: Home / Team / Trish Duc

Trish Duc

Trish Duc

Retirement Plan Client Services

Contact Trish

Trish has been a member of the B&E team since 2016, first as the front desk office administrator and now in retirement plan client services. She assists 401(k) plan participants with their service requests and informational needs.

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

Footer

Phone: (952) 475-0440
Fax:(952) 475-0816

282 East Wayzata Boulevard
P.O. Box 679
Wayzata, MN 55391

logo-horizontal

Privacy Policy
Accessibility Statement
Sitemap

linkedin icon

Site Footer

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.

View our website's Legal Disclaimer and Privacy Notice pages. © 2022 Business & Estate Advisers, Inc. - All Rights Reserved. - Log in