Welcome.

Meet Frank!

Managing Director

I work with my clients to build and protect wealth through comprehensive financial planning. I specialize in working with individuals, business owners

key executives and entrepreneurial professionals. 

I am a former member of the FDNY and have over 35 years of experience in the financial, life and group benefits industry. I am proud to be a native New Yorker. I graduated from St. John's University in Queens, NY. 

I hold series 7, 24, 51 and 63 securities registrations and I am life and health insurance

licensed. 

the Boys lacrosse and Girls basketball teams. 

My interests include boating, living an active lifestyle, and being close to family.

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