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Sarah J. Kaelberer, MBA,
CFP®, ChFC
Vice President
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Sarah
is the backbone of Business & Estate
Advisers, Inc. Her hands-on leadership makes
sure client accounts are handled to the
highest degree of excellence. Sarah earned
her MBA degree from the University of Colorado
. She's also earned the designations of
Certified Financial Planner practitioner,
Chartered Financial Consultant and Chartered
Life Underwriter. Her experience, energy
and commitment help us maintain the high
quality of service our clients deserve.
She manages all aspects of qualified plans
for us, including development of new clients
and expert maintenance of existing client
accounts.
"We
strive to be a leader in the industry
and a resource for our clients in any
problem they need solved."
She
and her husband, Darvin, have
three children, Miranda, Chloe and Max. "Up
North" calls her and her family to the Brainerd
area on many weekends. Walleye are caught,
camp fires enjoyed, along with an occasional
round of golf.
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Fee Based planning offered through B&E Investment Advisers, Inc.
Securities offered through ValMark Securities, Inc., Member FINRA/SIPC
130 Springside Drive Suite 300 Akron, Ohio 44333-2431 1.800.765.5201
Business & Estate Advisers, Inc and B&E Investment Advisers, Inc. are separate entities from ValMark Securities, Inc.
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