Frank has 30 years of financial planning experience. He began his career as a tax director for The Ohio Casualty Insurance Company in 1982. In 1987 he was hired at The Manhattan Life Insurance Company as the company's treasurer. In 1990 Frank joined The Union Central Life Insurance Company and was recognized as the New Agent of the Year. He is a registered representative and an investment advisor of the Ameritas Investment Corporation. In 2001, Frank opened the Cincinnati office of Premier Planning Group.
Frank graduated from Miami University in 1981 and received a Bachelor's Degree in Business Administration, majoring in Accounting. He received his CLU certification in 1996, and is licensed in the following states for securities sales: CA, FL, GA, IL, IN, KY, MA, MI, NC, OH, PA, TX, VA and WA. For insurance sales Frank is licensed in the following states: CA, FL, GA, IN, KY, MA, NH, OH, PA, SC, TN.
Frank is professionally driven by consistently maintaining the highest level of ethical and fiscal standards for his clients. He recognizes the current economic climate along with the everyday challenges that his clients face. “Wealth is a very personal thing. It represents hard work, aspirations and goals. Our firm prides itself on knowing our clients on a personal level. We work hard to help you successfully navigate complex financial decisions in order to help you achieve your dreams.”
Frank and his wife Andrea live in Cincinnati, OH. He is the proud father of Kati who recently gave him his first grandson, Hayden. Frank is an enthusiastic golfer and also loves to travel domestically and internationally.
Involvement & Recognition
Frank is known for giving his time and talent to a wide range of charitable organizations in the greater Cincinnati area. He served as the Treasurer of the Board of the Children's Dental Care Foundation for Children's Hospital from 2002 to 2011. He is a proud alumnus of the Evans Scholars Program and currently serves as a Director of the Western Golf Association. He has been a member of the Miami University Alumni Career Network since 1993. He sat on the Cincinnati Symphony Orchestra's Planned Giving Committee from 1996 to 2011. He was on the Board of Directors for the Cincinnati Association of Life Underwriters from 1993 to 1996. He gave his time as a United Way Account Executive for eight years. Frank is also a lifetime member of Kenwood Country Club and has served in a number of roles within the club’s organization.
Most recently with his wife Andrea, Frank helped found the MelanomaGirl Foundation in 2010, and serves as it's treasurer. As a two-time cancer survivor, Andrea is passionate about helping others who have been affected by cancer. MelanomaGirl is dedicated to positively promoting melanoma awareness to help reduce the risk of the disease.
For all investment related services, please emal Frank at [email protected]