Sara Bolen

About Sara

I grew up in Mounds View, Minnesota, traveled throughout the United States during the summer months with my parents, and spent a year in Australia when I was in grade school, and spent a year in France during college. We moved to Grand Rapids when my husband’s job changed and we both have family that live in the area, so we decided to raise our family here to enjoy our lives “up north” and all Grand Rapids has to offer families including a wide variety of sports and music programs.

My husband is Jon, and we have 2 children. Max is a graduate of Itasca Community College and will attend University of Wisconsin Stevens Point to complete his degree in Forestry. Alyssa attends Grand Rapids High School. She is active in the marching band, playing the clarinet, and made it to state band in 2023! We also have a cat named Loki and 2 dogs. Our family enjoys traveling, biking, hiking, and walking, time at our extended family’s cabin in the summer (biking, fishing, jet skiing, swimming). What I love most about my hobbies is that I get to enjoy them in beautiful northern Minnesota. Having grown up in the Minneapolis area, I appreciate the nature and wildlife up here so much more.

I enjoy knowing that I am helping our clients get to and live throughout retirement successfully. Finding the Providence Financial Advisors and being part of the team has been a blessing in my life. 

When I can help you:

Investment withdrawals & deposits, placing trades in investments accounts, new investment account and insurance applications, gathering information from partnering investment and insurance companies, and Medicare and Social Security enrollments. I spend most of my time performing client service work, preparing our financial professionals for client visits, processing action items discussed during client visits, and assisting clients with account transfers, rollovers, withdrawals, and deposits, executing trades, and monitoring our managed account and brokerage suite.