Frank is committed to helping ensure that each client has an understandable investment plan tailored to their specific needs. Areas of emphasis include the long term creation and preservation of wealth, strategies for maintaining lifestyle in retirement and the funding of education for children and grandchildren.
Frank grew up in the Chicago area and earned his master’s degree in economics from Western Illinois University, where he was a Frank Taussig Scholar. Frank has been in the financial services industry since 1979, and he has been named to the Barron’s magazine’s Top 1,000 Financial Advisors list* in 2009, 2010, 2011, 2012, 2013, and Barron’s Top 1,200 State By State Advisors in 2015, 2017, 2018, 2019 and 2020*. As a Managing Partner of the practice, he continues to expand his knowledge and investment management capabilities through an ongoing series of courses in asset management, analysis, performance management, and related areas.
Frank and his wife, Nancy, are active members of the Boulder community and have been board members and fund raisers for Attention Homes and Diamond Baseball. They, along with their two children, Courtney and Dan, enjoy the beautiful state of Colorado and all it has to offer. Frank especially enjoys skiing, hiking, playing golf, and biking.
* The Barron’s Top 1,000 Financial Advisors and the Top 1,200 State By State Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firm and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
CA Insurance License#0C03584 Resident State CO