Frank serves as a Wealth Manager, working closely with clients to establish and maintain customized financial plans to address their goals and most complex financial needs. Specializing in investment management, estate planning, tax planning, philanthropy, risk management, employee benefits, education planning and retirement planning, Frank covers all aspects of professional wealth management.
With over 13 years of experience in the financial planning and investment industry, Frank offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Frank was a Senior Director of Financial Planning at an independent investment advisory firm where he served high net worth individuals and families. Frank was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.
Frank earned a Bachelor of Science degree in Finance and a Master of Science degree in Accounting from Oklahoma State University. Frank is also a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Frank was recognized as one of the “Spears School of Business Tributes”, featuring 100 Alumni from over the 100-year history of the business school at Oklahoma State University (2014).
Frank lives in Edmond, and in his spare time he enjoys all things outdoors, traveling, golfing, cycling, reading, and spending time with family and friends.