My favorite part of my job is seeing my clients reach their goals. I love being part of people's lives and helping them plan for their future. My passion is creating unique financial plans for families and helping them during their journey through life.
I graduated from Iowa State University in 1999 with a Bachelor of Science. I worked in the Twin Cities for seven years before coming back to my hometown to build my business and raise our family.
My role models were my parents who worked for Edward Jones for 30 years. They truly cared about their clients' futures and had a passion for always doing the right thing for the client.
Edward Jones is a partnership, one of the largest privately-owned financial services firms in the United States. I am a limited partner with the firm and have a vested interest that we do what is right for the client. I am also a Certified Financial Planner® professional.*
I strive to really understand what is important to each client and create a unique financial strategy for them. Clients often find their way into our office during times of change. I am happy to work with other professionals such as your CPAs and attorneys to make sure all the moving parts fit together seamlessly.
On a personal level, I love to be with my family and watch my children grow. My children are Elisabeth (15), Elias (12), Aaron (10), Eleonora (7) and Axel (1). My husband, Jonas, and I love taking the kids camping and on whatever other adventure awaits.
*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
My Personal Interests
- Spending Time with Family
- Active Lifestyle
Office Address202 1st Street S E
Mason City, IA 50401
Phone NumberSara J Carlsson at (641) 423-2093
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