Fran Sorenson

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 as Treasurer of the Beloit Junior Golf Association and as a board member of the William S. Knight Foundation. She also volunteers with Beloit Meals on Wheels and serves as the bank’s volunteer coordinator for the organization, reflecting her commitment to community engagement and service.