Frank has 40 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.
From 2014-2019, Frank was named a member of the Raymond James Executive Council* and from 2020-2021 he has been recognized as a member of the Raymond James Leaders Council*. Frank was also named to the 2021 & 2022 editions of the Forbes list of Best-In-State Wealth Advisors, which recognizes top financial advisors across the United States.**
Frank’s designations include:
MBA (2015): 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.
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.
CPRS™ (2020): The Certified Personal Retirement Specialist program at the University of Georgia highlighted cutting-edge retirement planning techniques.
Frank and his wife, Karen, of 40 years, have five children and 12 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 former board member of the Northeast Wisconsin Estate Planning Council.***
*Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors’ future performance. No fee is paid in exchange for this award/rating.
**The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 34,925 nominations received, based on thresholds, more than 6,550 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: https://www.forbes.com/best-in-state-wealth-advisors.
***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.