As a Wealth Advisor, Frank works closely with individuals and families, helping them to develop comprehensive financial plans and providing strategic advice on a broad range of financial issues. He is a CERTIFIED FINANICAL PLANNER ™ (CFP ®) with nearly two decades of experience in financial services. Prior to joining our team, Frank was a Director at Hillswick Asset Management, LLC, serving the company’s pension, high net worth, corporate and insurance clients.
Frank received his MBA from The University of Connecticut in 2016 and his BA in Finance from UConn in 2005. A Connecticut native, Frank lives in Simsbury, CT with his wife and son.