Sara Fredricks

Sara Fredricks

Research and Planning Assistant

616-949-0900

sara.fredricks@lpl.com

Sara joined Mosaic Wealth Management in September 2026 as a Research and Planning Assistant. A graduate of Grand Valley State University, she is eager to continue learning about the financial industry and developing her knowledge of wealth management.

She enjoys working alongside our team to prepare for client meetings, assist with financial plans, conduct research, and support clients with their needs.

Outside of work, Sara enjoys spending time with friends and family, exploring new activities, staying active, and cheering on the Lions.