Frank has over 35 years of experience in the financial services industry. He focuses on the day to day management of investments along with comprehensive financial planning, retirement planning and estate planning. Frank’s objective is to provide you with the highest level of service while managing your wealth and organizing your finances so you can focus on what is important to you.
Following serving in the U.S. Air Force from 1978-1983, Frank received his bachelor’s degree from Minot State University. He earned his Master of Science in Financial Services from the American College and most recently, his Masters of Business Administration from Cedarville University.
Frank has been a member of the 2014, 2015, 2016, 2017 and 2018 Executive Council at Raymond James. His designations include:
MBA (2015): Most recently, I've deepened my understanding of business management through earning my Master of Business Administration.
MSFS (2009): I’m one of a very small number of advisors in the U.S. that has earned a Masters in Financial Services.
CFP® (1989): As a CERTIFIED FINANCIAL PLANNER™ professional, I completed extensive training and requirements that hold me to rigorous ethical standards.
AEP™ (2010): As an Accredited Estate Planner, I help with lifetime estate planning that leads to creation, conservation and transfer of your assets.
ChFC (1995): As a Chartered Financial Consultant, I can apply in-depth knowledge in a holistic way that includes estate planning, income taxation, investments, and retirement planning.
CLU (1991): As a Charted Life Underwriter, I can advise on all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management.
Frank and his wife, Karen, of over 35 years, have 5 children and four grandchildren. In addition to enjoying as much family time as possible, Frank plays the trumpet at his church, enjoys golfing and is a 2nd degree black belt. He is also a board member of the Northeast Wisconsin Estate Planning Council.*
*Raymond James Financial Services is not affiliated with and does not endorse the Northeast Wisconsin Estate Planning Council.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Raymond James is not affiliated with the above organizations and/or charitable causes.