Vice President of Financial Technology
With a lighthearted disposition and a killer sense of humor, Sara Frank-Hepfer turns the typical stereotype of a financial consultant on its head. Frank-Hepfer, CFP® and AAMS, is the Vice President at Financial Technology where she works to help her clients identify where they are now financially, where they want to be and how to get there. Her secret to success is treating every client with respect and adding a dash of humor.
“Sometimes my clients come to me and truly don’t know how many options they have. I love being able to help them build a plan. It’s never too late to start and I try to meet every client exactly where they are today to get them to where they want to be,” Frank-Hepfer said.
In addition to being dedicated to her career, her clients, her husband and eight-year old son, Frank-Hepfer is also a huge community advocate. The driven professional is on the board of Fenner Nature Center, All Of Us Express Children’s Theater, as well as finding time to be involved in other activities and committees in the area.
“I love being in the Lansing area. It is kind of like two degrees of separation. If you do good work and put good things into the community and build those relationships it is amazing the people you can meet,” said Frank-Hepfer.
In her downtime, Frank-Hepfer enjoys participating in roller derby with the Mavens and finds time to hit the road on her motorcycle. Through it all, she has found that a sense of humor is an asset in every situation.
“I think a sense of humor will get you through anything,” she said. “I find that being able to laugh at myself really goes a long way.”