Environment

Sara Smith - Wealth Advisor in Pine City

Logo from Sara Smith - Wealth Advisor

Opening hours

Monday
09:00 - 16:00
Tuesday
09:00 - 16:00
Wednesday
09:00 - 16:00
Thursday
09:00 - 16:00
Friday
09:00 - 16:00

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

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Sara Smith - Wealth Advisor Service provider

560 3rd Ave SE
55063 Pine City

Description

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.

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