About

Frank graduated from the University of Alabama, where he earned his Bachelor of Business Administration degree. He gained an appreciation for strategic personal and business financial practices during his time as a public accountant.  Since transitioning to wealth management in 2018, Frank has built close relationships with individuals and businesses, focusing on retirement income planning, investment management and retirement plan administration.  He is a Certified Public Accountant and a member of the American Institute of CPAs and Alabama Society of CPAs.