Financial Planner | Director of Training and Development
He believes that when it comes to financial independence and planning for the future, there is no greater reward than giving people the clarity and confidence to take control of their financial future.
Additionally, as Director of Training and Development, Frank leads, develops, and coaches the next generation of advisors to exponentially impact more families around financial literacy. He was Awarded Guardian’s Client Builder Award three times, the Doug K Miller Difference Maker award his first year with Alliance Advisory Group, and the Rising Star Award.
Frank is an active Board Member of Roc City Rotary, an organization of young professionals making a difference in Rochester NY. He also actively promotes and teaches financial literacy with a number of colleges and has partnered with the New York State Society of PAs, the New Jersey Pharmacists Association, and the Rochester Regional PA Association as a non-clinical financial resource.
He resides in Penfield, New York with his wife, Katie, and daughter Emilia.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #4128184.