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Sandy Korbel, CPA, CFP® :: Senior Financial Advisor, Alerus; Registered Representative, Infinex

Office 701.280.5082

Email .(JavaScript must be enabled to view this email address)

Location Fargo, ND
Linked-In Brokercheck

About Sandy

Sandy Korbel advises clients in the areas of investments, estates, retirement, and financial planning. Her extensive background in trust and estate administration, along with her passion for personal service, allows her to excel in her role. Ms. Korbel regularly marshals the resources needed to achieve success for a customer, including attorneys and CPAs. 

Ms. Korbel graduated from Minnesota State University-Moorhead in 1993 and has been with Alerus for more than 20 years. At MSUM, she was a member of the Alpha Gamma Delta Honors Society, and completed an internship with St. Paul CPA firm of Olsen, Thielen & Co. Ms. Korbel has continued her professional education by completing the Cannon Trust School's level I, II, and III programs, as well as programs through the American Banking Association Banking School. She is a member of the North Dakota Society of CPAs, Fargo Moorhead CPAs, Fargo Rotary, MSUM Alumni Foundation, Red River Valley Estate Planning Council, Lincoln Elementary PTA, and is on the trustee committee of the FM Area Foundation. 

A native of Lamberton, Minnesota, Ms. Korbel enjoys running, spending time at the lake, and attending her children's music and sports activities. Ms. Korbel lives in Fargo with her husband, Brian, and their three children. 

 

FINRA Broker Check

 

Alerus Wealth Management provides trust products and services through Alerus Financial, N.A. 

Registered Representatives of Alerus Securities may offer investment and insurance products and services through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Alerus Wealth Management and Alerus Securities are trade names of Alerus Financial, N.A. Infinex and Alerus Financial, N.A. are not affiliated. Investment and insurance products and services are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including possible loss of value.


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