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A Partner You Can Count On
Fran provides approachable, personalized guidance to help your wealth grow and thrive.
Fran Sorenson, CPA, AVP – Trust Officer, administers trust, agency, custody, foundation, and IRA accounts. She also oversees trust tax processes, including systems, preparation, reporting, and compliance. With extensive experience in taxation, Fran partners with clients to deliver accurate guidance and a high level of personalized care - helping them feel supported and confident every step of the way.
Fran earned a Bachelor of Business Administration in Accounting from the University of Texas at Austin and obtained her Certified Public Accountant designation in 1994. She further enhanced her expertise by completing Cannon Financial Institute’s Trust School.
Active in her community, Fran serves on the board and volunteers with Beloit Meals on Wheels and the Beloit Junior Golf Association.