Frank is a Certified Financial Planner™ professional beginning his career in the financial services industry in 2003. Frank's actively involved in a variety of boards and organizations and holds FINRA Series 7, 24, 63, and 66 securities licenses and multiple health and life insurance licenses.
He co-founded S&D Capital in February 2006 to better serve the financial planning needs of individuals, families, and small businesses. Frank graduated from the University of Toledo with a Bachelor of Arts degree in finance and marketing. He currently holds FINRA Series 7, 24, 63, and 66 securities licenses and multiple health and life insurance licenses. Frank has been involved in a variety of boards and organizations over the years to serve his community. He is an active member of Our Lady of Perpetual Help Church in Aurora where he is currently Financial Peace Coordinator. Frank is involved in various industry study groups and a member of the Financial Services Institute and Sigma Alpha Epsilon Alumni Group. Frank is a Cleveland sports fan, enjoys golfing and spending time with wife Elizabeth and their children, Olivia, Henry and Jenna.