Sara Smith - Wealth Advisor in Pine City

Otevírací doba

Pondělí: 09:00 - 16:00
Úterý: 09:00 - 16:00
Středa: 09:00 - 16:00
Čtvrtek: 09:00 - 16:00
Pátek: 09:00 - 16:00

M-F 9am-4pm, Sa-Su Closed

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Sara Smith - Wealth Advisor Poskytovatel služeb

560 3rd Ave SE
55063 Pine City

3206292561
https://www.frandseninvestm...
SSmith@frandsenbank.com

Popis

Sara is a senior wealth advisor who has been with Frandsen Investment Services since 2008. She previously worked at Frandsen Bank & Trust and has been in the financial industry since 1994.

Sara graduated with a Business Administration degree from Metropolitan State University as well as an associate's degree in Accounting from Minneapolis Business College. During her 25 years in the financial industry she has worked in areas of customer service, bookkeeping, accounting, lending, and management roles. She found her calling in being a financial advisor - through this role, she can leverage her expertise and compassion to help her clients work toward fulfilling their financial milestones.