top of page
Stef  Preferred - smaller size.jpg


Stef went to Winona State for Business Administration.  She has been in the financial services industry since she started at B&E in 2004.  During that time, she obtained her Certified Financial Planner (CFP®) designation along with various other industry licenses and designations.  She later became owner and president of the company.  She loves working with clients – helping them reach their goals, implementing strategies to make their lives easier, and helping to ensure their families are taken care of. Her vision is to build a planning firm that people enjoy coming to because they feel their entire financial picture is taken care of and they enjoy the people there!  Outside of work, she likes to do Crossfit and spend time with her family and friends.

bottom of page