Sara Frazier

Client Service Administrator

Sara Frazier joined the Planning Alternatives team in 2020 and brings over 10 years of administrative and customer service experience. In her role as Client Service Administrator, Sara assists clients in all administrative matters relating to servicing their investment accounts. She is committed to creating positive experiences for clients and relieving stress from money management.

 

Sara earned her BA from the University of Michigan, Dearborn.

 

Describe the longest road trip you’ve been on:

For our wedding anniversary my husband and I took a road trip through Italy.  We visited a long list of beautiful sites, went to the beach, rode on gondolas, and drove through fields of grapevines and sunflowers.  It was a wine-filled adventure full of memories that I cherish.

 

 

Describe one thing you loved growing up:

Growing up I loved the ice cream truck.  I remember the excitement of hearing the music playing as it drove through my neighborhood.  My children now share that same excitement and it reminds me of the simple pleasures of childhood. Therefore, I never say no to the ice cream truck!

 

Who is the most influential person in your life?

My grandmother is the most influential person in my life.  I spent a great deal of time with her growing up and she has taught me so much; how to cook most importantly.  I admire her dedication to family, strong work ethic and selflessness.  She often reminds me of the importance of prioritization in life, which is easy to lose sight of in today’s hectic world.

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