Member Highlight
Feb 26, 2020
Sarah J. Kaelberer
Member Highlight

Sarah is President of B&E.

In addition to holding an MBA, Sarah entered the financial adviser’s world and quickly earned designations as a CERTIFIED FINANCIAL PLANNER™, CFP® Professional; Chartered Life Underwriter, CLU; and Chartered Financial Consultant, ChFC. She ascended to a partner leadership role and serves in various professional associations. Before assuming the leadership reigns at B&E, she was often on the road, sought out by peers across the country to speak on her expertise in retirement plan solutions and running an efficient financial services practice.

Sarah’s training ground.

Sarah’s career in large organizations — Chrysler Motors, and Martin Marietta and Kaman Corporation working with Department of Defense — prepared her well for the creative problem solving required of a business adviser.

When working with the Department of Defense, she was one of the few females who worked on pricing government contracts. That is where she developed her thick skin. Defense was a very male-dominated environment, just as the financial industry is. “I was just one of the guys. I don’t take things personally having worked in that environment,” she said.