Frank has over 18 years of experience assisting individuals with planning for their financial futures. Recognizing the uniqueness of each person, Frank employs a variety of strategies in helping his clients select the appropriate investments for their circumstances including but not limited to: Portfolio Design and Management, Income Planning, Wealth Management Strategies, Estate and Education Planning Strategies, and Risk Management.
As life is a dynamic process, Frank considers whether the portfolio is keeping pace with changes that may occur along the way and works to make any necessary adjustments. With background as a company controller, Frank is very attentive to detail and explains complex concepts in understandable terms. Frank is focused on client education and is a frequent community speaker. Along with his team, Frank prides himself on service excellence. Frank continuously hones his skills with industry education so that he remains abreast of key developments which may aid him in serving his clients.
A family man, Frank is married to Bernadette, who is instrumental to his practice as Client Services Director. They have two daughters, Cameron and Dylan and reside in Old Saybrook, CT.
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