Born and raised in Columbus Ohio, Frank graduated from Miami University with a degree in Philosophy. While attending Miami he was a member of the Varsity soccer team and President of Delta Kappa Epsilon. Frank began his investment career at Sweney Cartwright Co in 1982 and continues to enjoy his work as an investment advisor. His goal is to provide excellent service and advice to his clients and to create long term value by allocating assets to achieve the results necessary to meet their financial goals. Strategies such as building individual municipal bond ladders, holding high quality dividend paying stocks and growth-oriented ETFs are the foundation of the portfolios he manages. Frank enjoys working with all types of investors and is proud to be working with a number of children and grandchildren of his initial clients. Frank serves on the Columbus Rotary Foundation Board and is an active member of St Albans Episcopal Church and is a founding member of the United Way Young Leadership Group. Frank and his wife Melissa have two grown children and a Golden Retriever. Frank and his team welcome the opportunity to serve you.
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