Frank joined Pacific Capital Resource Group, Inc. in Bellevue, Washington in 2014. He is a founding member of Ascent Wealth Solutions, a wealth management team focused on helping individuals, families, and business owners navigate important financial decisions with clarity and confidence. Frank is licensed to work with clients in 15+ states, allowing him to support individuals, families and businesses across the country.
As a Certified Financial Planner™ (CFP®), Frank takes a relationship-first approach to wealth management, creating customized financial and investment strategies designed to help clients grow, protect, and transfer wealth over time.
Frank prides himself in delivering world class service to his clients through a white glove experience by high communication standards, expert advice and a thoughtful listening-first design.
Outside of the office, Frank enjoys both playing and watching sports, traveling, and spending time outdoors with his family. He lives in Kirkland, Washington with his wife, Valerie, and their two sons.