We believe financial planning is about so much more than numbers. It’s about waking up with confidence in your decisions, feeling prepared for what’s ahead, and knowing your future is supported by a thoughtful plan.
Outside of the office, our team values time with family, community involvement, and the everyday moments that make life meaningful. That balance, between planning for the future and living fully today, shapes the way we approach our work and the relationships we build with our clients.
At Business & Estate Advisers of Wisconsin, our team is built on experience, collaboration, and a shared commitment to putting clients first. Each advisor brings a unique perspective, but we all work toward the same goal, helping you navigate financial decisions with clarity and confidence.
We believe the best plans come from truly understanding your goals and building relationships that last. Get to know the people who are here to guide you every step of the way.
A Team of Trusted Financial Advisors & Planning Professionals
Meet the Team Behind Your Plan
The TEAM
Stef graduated from Winona State University with a degree in Business Administration and has been in the financial services industry since joining Business & Estate Advisers of Wisconsin, Inc. in 2004. She earned her Certified Financial Planner (CFP®) designation along with various other licenses and certifications, and now serves as owner and president of the firm.
As one of the lead advisors, Stef works closely with clients to guide them through both the financial and personal aspects of their lives. She believes everyone has a unique “money story” and focuses on simplifying complex concepts into clear, actionable strategies—allowing clients to understand their options while her team supports the implementation.
Stef finds the most fulfillment in seeing clients achieve their goals, whether that’s retirement, meaningful experiences, or planning for future generations. With over 20 years of experience, she brings both deep industry knowledge and a strong, service-driven approach—always looking for ways to make life easier and help clients move forward with confidence.
Outside of work, Stef enjoys staying active, including CrossFit, spending time with family and friends, and recently completed a hike in the Grand Canyon—an experience she describes as both challenging and incredibly rewarding.
Stef Fielder
President
CFP®, ChFC, CLU
Chad graduated from the University of Minnesota Duluth with a double major in accounting and financial planning. He holds his Certified Financial Planner (CFP®) designation, along with Series 7, 63, and 65 licenses. After college, he began his career at WIPFLI Financial Advisers in Minneapolis before joining Business & Estate Advisers of Wisconsin, Inc. in the fall of 2020. He values the firm’s small, relationship-driven environment and its holistic, client-centered approach to planning.
As a Financial Advisor, Chad works closely with clients to understand their unique financial and family situations, helping them define their goals and implement strategies to achieve them. In addition to his client work, he serves as Vice President of B&E, where he partners with Stef to oversee financial management, operations, client relationships, and overall business strategy.
Chad takes great pride in the trust built with clients, recognizing that finances are one of the most personal aspects of a person’s life. Known for his attention to detail, he focuses on understanding every aspect of a client’s financial picture to provide thoughtful guidance—handling the complexities so clients can focus on what matters most to them.
Outside of work, Chad enjoys staying active and spending time outdoors. In the summer, you’ll often find him slalom water skiing on Shell Lake or fine-tuning his ski boat. He also enjoys traveling, snowmobiling, hunting, and fishing.
Chad Peterson
Vice President
CFP®, CLU
Director of Operations
Eric graduated from the University of Wisconsin–Eau Claire with a Bachelor of Business Administration (BBA) degree and holds both the Series 7 and Series 66 licenses. Throughout his career in finance and accounting, he has worked across both the healthcare and technology industries, with a focus on strategic planning, revenue growth, and operational efficiencies. He joined Business & Estate Advisers of Wisconsin, Inc. in April 2022 after first experiencing the firm as a client and was drawn to its genuine, relationship-focused approach to financial planning.
In his role, Eric supports both the corporate side of B&E and client relationships. He collaborates with the team to build financial statements and develop projections used by the advisors in the financial planning process. He also serves as the primary point of contact for participants in employer-sponsored 401(k) plans, helping coordinate communications and administrative needs. Eric enjoys simplifying complex financial information and takes pride in transforming detailed data into clear, organized formats. His ability to translate complex concepts into understandable, practical insights helps create a smooth client experience while ensuring clients feel confident and informed in their financial decisions.
Outside of work, Eric enjoys spending time with family and friends, being outside – you may see him and his wife on the pontoon, and a variety of cooking interests.
Eric Pelle
Mackenzie graduated from the University of North Dakota with a bachelor’s degree in business management. After college, she held various roles within the banking industry for five years before making her way back home to Wisconsin. She joined Business & Estate Advisers of Wisconsin, Inc. in the summer of 2023 and has been an important part of the team while continuing to grow in her role and work toward additional certifications.
At B&E, Mackenzie supports client onboarding and helps ensure everything flows smoothly from an operational standpoint. Working both behind the scenes and alongside the team, she focuses on making sure every detail is handled so clients feel supported and comfortable from the very beginning.
She enjoys working with people and building genuine connections, taking pride in being a consistent, friendly presence as clients become familiar with the process. Her positive attitude and strong communication style help create an experience that feels approachable, thoughtful, and easy to navigate.
Outside of work, Mackenzie enjoys cooking, spending time with her family, and being outdoors whenever possible. She can often be found chasing her two daughters around, trying new recipes in the kitchen, or enjoying time as a proud cat mom.
Mackenzie Almquist
ParaPlanner/Operations Manager
Brennan serves as a Paraplanner at Business & Estate Advisers of Wisconsin, Inc., where he supports both advisors and clients by preparing and organizing financial plans that turn retirement goals into clear, actionable strategies. He works behind the scenes to analyze data, build projections, and ensure each plan is accurate, thorough, and aligned with each client’s unique goals.
He enjoys knowing that the work he does helps provide clients with clarity and peace of mind about their financial future. Brennan takes pride in building well-structured plans that allow clients to feel confident their goals are realistic and within reach.
With a strong attention to detail and a thoughtful approach to planning, Brennan helps ensure every financial plan is built on accurate analysis and a deep understanding of what matters most to each client.
Outside of work, he enjoys working on house projects and his truck—interests that reflect the same attention to detail he brings to his work each day.
Brennan Davison
ParaPlanner
Jackie has been an integral part of Business & Estate Advisers of Wisconsin, Inc. for over seven years and brings more than 20 years of experience in the financial services industry. In her role, she supports clients through new account setup, ongoing account servicing, and handling requests such as updates, money movements, and trades.
She takes great pride in her attention to detail and accuracy, ensuring that every piece of the process is handled with care and precision. Jackie’s experience and dedication help clients feel confident that their accounts are being managed thoroughly and efficiently.
She enjoys being a steady, reliable part of the client experience—making sure each detail is handled so clients can feel fully taken care of.
Outside of work, Jackie has a love for animals and enjoys spending time with them whenever she can.
Jackie Gates
Senior Operations Specialist
Ayden graduated from the University of Wisconsin-Eau Claire with a bachelor’s degree in finance and a minor in marketing. After graduation, he worked as a trader, gaining valuable experience in the financial industry before joining Business & Estate Advisers of Wisconsin, Inc. in 2026.
He serves as a Client Operations Specialist, where his role includes opening financial accounts, coordinating client paperwork, managing account updates, processing money movement requests, and handling trades. He takes pride in bringing a strong foundation in accuracy, problem-solving, efficiency, and attention to detail, ensuring that clients have a positive experience.
Ayden enjoys building relationships and supporting clients throughout their financial journey. He is proud to be part of a team that puts clients first and is committed to helping them feel confident and supported every step of the way.
Outside of work, Ayden enjoys traveling whenever possible, spending time outdoors, and staying active, whether that's lifting weights, playing sports, or exploring new places.
Ayden Klafke
Client Operations Specialist
Jeannine serves as the Administrative Professional at Business & Estate Advisers of Wisconsin, Inc., where she helps coordinate meetings, manage paperwork and invoices, and ensure each client feels welcomed and comfortable from the moment they arrive. From offering a warm greeting to making sure every detail is in place, she plays an important role in creating a seamless and positive client experience.
She truly enjoys coming to work each day and values the positive environment within the office.
With 13–15 years of experience in the banking industry, Jeannine brings both knowledge and a naturally caring, “den mother” approach to her role. Her attention to clients and genuine care help create an experience where people feel supported, comfortable, and truly looked after.
Outside of work, she enjoys gardening and canning—putting up over 600 quarts each year. She is also currently working with her spouse to plant a fruit orchard and is learning the art of beekeeping.
Jeannine Seeger
Administrative Professional
Across Generations
Trusted
of Families &
Businesses Served
100s
Years Serving Clients
50+
of Planning Conversations
Thousands
