As National Vice President of Retirement Solutions for OneDigital, Frank oversees the retirement plan advisory business at OneDigital. He is focused on advancing the cause of retirement readiness for all and bringing market-leading plan and investment advisory solutions to fiduciaries of workplace retirement plans to help plan sponsors mitigate risk and improve the effectiveness of their plans.
In his 22+ year career in financial services, Frank has worked with public, closely held private business clients, nonprofit organizations, endowments, and foundations, always encouraging clients to take a disciplined approach to the design, administration, and governance of their retirement plan. He has experience with all aspects of qualified plans and general retirement planning. His career includes experience as a Regional Vice President of a national record-keeping firm, Retirement Plan Consultant, Retirement Plan Service Representative, and as Financial Advisor at a national wirehouse.
Frank earned his undergraduate degree in Mathematics Education from Kent State University and holds the Chartered Retirement Plan Specialist (CRPS®) and Accredited Investment Fiduciary (AIF®) designations. Frank also holds a state insurance license from the state of Ohio and is a FINRA Series 7 and 63 registered representative.
Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.