Frank has over 5 years of experience in the financial industry. In addition to his role with SEM, Frank has worked with the Vanguard Group as well as Bank of America-Merrill Lynch primarily in their Global Wealth Management division. He has attained his Series 7. 63, and 66 licenses. Frank brings insights to the many aspects of financial planning.

Prior to joining SEM, Frank held various roles as a Consultant in the UHNW space at Vanguard, overseeing various product and service consulting areas. Frank brings personal attention and commitment to his approach to financial planning.