In his role as Wealth Strategist, Frank is committed to helping clients achieve their goals in an efficient and sustainable way. He brings an unparalleled degree of personalized attention, calm assurance, and technical experience to servicing all client planning and relationship needs.
Prior to joining SAM in 2019, Frank served 8 years with Mariner Wealth Advisors and Lenox Wealth Advisors. He gained experience working with clients to structure financial planning, tax, and risk management solutions.
A graduate of Fordham University, Frank holds a B.S. in Business Administration with concentrations in Finance and Business Economics, and in 2015 earned his Certified Financial Planner (CFP®) designation.
Frank is a true outdoorsman, enjoying everything from fishing to hiking and skiing.