Frank has over 30 years of experience in the investment and insurance industry. Throughout his time as a financial professional, he has worked with corporations, non-profit organizations, professional athletes, executives, families, and widows providing solutions in estate planning, executive compensation planning, retirement planning, employee benefits, charitable giving planning, charitable estate planning and business continuity planning. Frank is associated with several societies and committees including Society of Financial Professionals, National Association of Insurance & Financial Advisors, Chesapeake Planned Giving Council, and Baltimore Estate Planning Council.

Frank has three daughters and lives in Lutherville with his wife Susan, spending his spare time outdoors biking, walking, and golfing.