Frank is a senior wealth advisor and shareholder at HB Wealth, where he leads a team serving as the family CFO for select clients across the country. He works with wealthy individuals, families, and foundations to provide coordinated, comprehensive guidance designed to bring clarity and efficiency to complex financial lives.
At HB Wealth, Frank advises clients across investment management, retirement planning, risk management, income tax planning, and estate planning. A central focus of his work is simplifying financial decision-making and helping clients reclaim time so they can focus on the priorities that matter most. His approach emphasizes long-term planning, thoughtful coordination, and trusted partnership.
Earlier in his career, Frank developed comprehensive financial plans and advised Fortune 500 executives, gaining experience in employee benefits, tax planning, and wealth transfer strategies – expertise that continues to inform his client work today.
He is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Fernbank Museum’s Corporate Leadership Council. He graduated cum laude from Siena College.
Frank and his wife live in the City of Decatur with their two children. Outside of work, he enjoys traveling, scuba diving, staying active with fitness routines, hiking, and creating meaningful experiences with his family.