Frank has been in the RIA industry since 2005 and has touched every aspect of the business, with a focus on technology. During this time, he specialized in client services and was quickly promoted to Director of Operations where he was responsible for all back office operations while still providing excellent client service. His last role was Director of Technology where he oversaw the implementation of his firm into today’s technologies.
Frank attended the University of South Carolina Beaufort while pursuing a degree in Computational Engineering. He is also Series 65 licensed. He joined Opus Wealth Management in August 2023 and brings a wealth of experience and expertise to the firm.
Frank was born and raised in Tucson, AZ and now lives on Hilton Head Island, South Carolina with his two sons and their pets. When not working, he can be found somewhere between the beach and the mountains while moonlighting as a musician.