Frank is an accomplished advisor with 20 years of experience. He is a Chartered Retirement Planning Counselor (CRPC) and is passionate about creating innovative plans for clients that maximize financial resources and build sustainable portfolios. He takes a systematic approach to understanding the client’s individualized needs in helping them reach their goals. Frank has worked with Citigroup, Morgan Stanley and MB Financial Bank as the VP of Institutional Trust. He graduated Magna cum laude from Elmhurst College with a B.A. in Urban Planning and Criminology. He has been married to his wife Maddeline for 33 years and has a daughter, Nicolette. In his spare time, Frank is a Medinah Shriner helping to raise money for Shriner’s Hospital for Children.
Words I Live By
“No act of kindness, no matter how small, is ever wasted.” – Aesop
You Should Know…
I am very passionate about music and animals.
I have been playing drums since the age of 10, and have rescued many animals in my life.
My Literary Love
Anything by Laura Hillenbrand
The Best Getaway
Sanibel Island
My One Seven Reason
It provides me the opportunity to form great relationships with people to help them achieve their goals.