In this segment, President Sarah Kaelberer and Vice President Laura Maksymkow share some exciting news that will benefit us all for years to come! Learn about B&E’s partnership transitions and the company’s more than 40 years history and long term future plans to continue to serve you with your interest in mind.
Hi, I’m Sarah Kaelberer, Partner and President of Business & Estate Advisers. It’s likely that we have had the good fortune of working together over the past 23 years. I joined B&E’s founder Dennis Zahrbock in 1996, and together we have worked with clients on the growth and succession of their business and personal financial settings.
Just as we have advised and guided our clients to create their exit strategy and succession plan, we at Business & Estate Advisers have executed ours. Dennis has been my mentor, collaborative business partner, and following our transition, I am thrilled he remains dedicated to B&E and our clients as a consultant. Today, I ask you to join me in a toast and cheers to E. Dennis Zahrbock who founded B&E in 1977 and having such a great role model from the past, I am proud to take the reins and lead B&E into the future.
Okay – now for the future! I am excited to announce that Laura Maksymkow is a new partner at B&E. Laura has more than 22 years in the financial services industry and 10 years as a valued team member and leader at B&E. I could not imagine a better partner, no one could possibly bring more dedication and unequivocal excellence to our firm. I am more confident in our future and the future of every B&E client with Laura as an active business partner.
With my past corporate experience, I understand both business and personal finance. This allows me to truly understand the details behind our clients’ financial setting. My love of details and understanding of how investments work have made Sarah and me kindred spirits. When she was looking to grow Business & Estate Advisers in 2008, I became her quarterback and created and developed a new Financial Planning process to help clients understand their finances and turn what is complicated and sometimes scary, into a comprehensive plan that is easy to understand.
As the newest partner, I’m proud to be the one that helps establish a stronger link from our clients to their written plans. Having access to our Client Portal gives clients a dynamic tool that updates daily, allows a full view of everything they have in one place so that they can easily organize their financial life. This is my way to help B&E bring clients the peace of mind that they deserve.
We will continue to ensure that our team stays current on the ever-changing updates and regulations that are of utmost importance to serving you, our clients.
Our legacy and continued success will be in Dennis Zahrbock’s words “one of the best team of professionals who are book smart and street smart.”
We are committed to exceptional service…with your interest in mind.
It’s time for a toast to you, our clients whom we have the privilege of serving…cheers!
And to our B&E team who is here to serve you!
Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through B&E Investment Advisers, Inc. a State Registered Investment Adviser that is a separate entity from Valmark Securities Inc.