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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, serves on Bank First’s Trust & Wealth Management team. She administers trust, agency, custody, and IRA accounts and oversees trust tax processes, including systems, preparation, and compliance. With extensive tax experience, Fran works closely with clients to provide accurate guidance and a level of care that helps 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 has completed Cannon Financial Institute’s Trust School and is a member of the American Institute of Certified Public Accountants and the Wisconsin Institute of Certified Public Accountants.