As co-founder of the team and a CERTIFIED FINANCIAL PLANNERTM practitioner, Frank helps our clients make all kinds of critical decisions about their finances and wealth. He employs a systematic, methodical approach to understand every aspect of their financial lives, then utilizes several industry-leading tools to interpret and guide recommendations and uncover any financial “blind spots.”
With more than 30 years of direct financial experience, Frank holds a bachelor’s degree in economics from the University of North Carolina at Chapel Hill. He holds the designation of Accredited Wealth Manager and the CERTIFIED FINANCIAL PLANNERTM certification, and has passed Series 7, 63 and 65 securities exams, and his hold insurance license. Frank recently completed their Applied Behavioral Finance Certificate Program, a program designed to effectively guide investors through a prudent decision-making process.
Frank and his wife, Anne, live in Greenville, and have four children between them. Frank is an active member of his church and volunteers his time with Kairos Prison Ministry and the Vidant Medical Center Foundation. In his spare time, Frank enjoys backpacking and competing in triathlons.
