Our Team
President
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.
Financial Planning Specialist
Chad graduated from the University of Minnesota Duluth with a double major in accounting and financial planning. He has a Certified Financial Planner (CFP®) designation, as well as Series 7, 63, and 65 licenses. After college, he worked at WIPFLI Financial Advisers in Minneapolis for two and a half years before coming to work for B&E in the fall of 2020. He likes working here because of the small firm feel and the holistic, client-centric approach to planning. He says, “We don’t grow for the sake of growth – we take care of current clients before focusing on new clients.” His biggest hobbies include traveling, water skiing, snowmobiling, hunting, and fishing.
Director of Operations
Eric graduated from the University of Wisconsin - Eau Claire with a Bachelor of Business Administration (BBA) degree. Throughout his career in finance and accounting, he navigated through both the healthcare and technology industries with a focus on strategic planning in revenue growth and operational efficiencies. He started working for B&E WI in April of 2022 because he was impressed with the firm through his experience as a client. He likes how relationship building incorporated with solid financial strategies results in a top-quality client experience. He says, “I appreciate contributing to an organization that is so genuine and client focused.”
.jpg)
Client Service Administrator
Michelle graduated from Michigan State University with a BA in Business and Marketing and had 25 years of experience in this area before coming to B&E WI. While she likes handling specific client programs and quarterly projects, she especially enjoys the team atmosphere and the culture of always doing the right thing the right way. She says, “B&E WI is in a higher class of financial adviser firms; this makes me proud to follow their mission in helping clients keep what they have worked so hard to put together.” Michelle and her husband enjoy spending time at their home on Chain Lake, traveling to Mexico to vacation and visit family, going on road trips in their new Supra, and caring for their furry kid, Simon.
Sr. Paraplanner
Jackie attended Minneapolis Business College and now has over 15 years of experience as a Paraplanner. She is also licensed in Series 7, 24, and 66. She likes working for B&E WI because she loves the vision and ethics of the company and her co-workers. Outside of work, Jackie enjoys spending time with her family and her dogs, as well as reading and binge-watching favorite TV shows.
Administrative Professional
Mackenzie graduated from the University of North Dakota with a bachelor’s degree in business management. After college, she went on to hold various positions within the banking industry for 5 years before making her way back home to Wisconsin. She joined our team in the summer of 2023 as our Administrative Professional while working towards obtaining her certifications. She loves working with people and is excited to be part of a company that truly cares for and puts their clients before anything else. Outside of work, she enjoys reading, spending time with her friends and family, and being outdoors whenever possible.