CWS® | Private Banking Executive, SVP
A leader and executive in our Minnesota market, Sarah Wiczek has 25 years of experience predominantly serving the unique needs of business owners and their families in the arena of personal financial and comprehensive wealth management. Sarah is a veteran in building valuable long-term relationships with clients and colleagues alike. As a trusted advisor and advocate, Sarah delivers customized needs-based financial solutions that work in concert with familial business, wealth and estate plans.
Sarah’s passion for excellence and advocacy is highly recognized and regarded by clients, colleagues and partners across the Minnesota market. Clients working with Sarah will experience:
- Listening and understanding
- Proactive engagement and advocacy
- Delivery of customized solutions through ideas, alternatives and suggestions
- Coordination and efficiency with industry renowned colleagues and partners
- Financial and wealth management expertise
Sarah was born and raised in Minnesota; she attended Hamline University in St. Paul. Over the course of her career, she has held numerous securities licenses and became a Certified Wealth Strategist nearly a decade ago. In her spare time, she enjoys spending time with her friends and family at the lake or on vacation, and always over a glass of wine.