With a wealth of experience in accounting, tax preparation, and financial
planning, Frank has built a reputation for simplifying complex financial
matters and providing peace of mind to his clients. At Valley National
Financial Advisors, Frank is known for his approachable nature, strategic
thinking, and unwavering commitment to client service. His personal
mission is to make life easier for the individuals and families he serves. “I
want to take their worries away and let them know that someone else is
there tending to their financial needs,” he says. Frank takes pride in
ensuring every interaction is productive and meaningful. “Clients should
never hesitate to call us for anything.”
I’m very comfortable with my clients.
They should not hesitate to call us for anything.
A lifelong resident of Phillipsburg, Frank has been an active member of the community for decades. He has dedicated over 25 years to coaching youth sports and volunteering in local programs, especially within the school system. Supporting local families and staying involved in his hometown
continues to be a core part of his identity.
Outside the office, Frank enjoys traveling, exploring new restaurants, golfing, and spending time at the beach. He’s also passionate about hiking, biking, hunting, and fishing—activities that help him stay grounded and connected to the outdoors. Lately, his greatest joy comes from supporting his oldest two children as they begin their careers in marketing and film and guiding his youngest through medical school.
Professional Certifications
- BA – Accounting and Management (double major), Moravian College, Bethlehem, PA
- Certified Public Accountant (CPA)
- Certified Financial PlannerTM (CFP®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
Affiliations / Awards
- Active Member, Phillipsburg Rotary Club
- Active Member, Phillipsburg Chamber of Commerce
- “Honorary Membership” Phillipsburg Police Benevolent Association (service in the community)
- Steele Hill Youth Association Hall of Fame Inductee
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.