Frank focuses on creating comprehensive financial plans for his clients designed to clarify and pursue their goals, and guide them toward financial independence. His empathy and compassion, and 30-plus years of financial industry experience, help him build comfortable and trusting relationships with his clients.
As a Certified Financial Planner™ professional, Frank has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Previously, Frank was a Senior Vice President at Raymond James. Prior to that he was a Vice President of Investments at Legg Mason, and a Vice President and Commercial Lending Manager at SunTrust Banks, where he began his career in the management training program in 1987. He earned a bachelor’s degree in finance from the University of Miami, and an MBA in international finance from the Thunderbird School of Global Management.
Frank is originally from Miami and now lives in Tequesta, Florida, with his wife, Michelle, and children, Courtney and Christian. In his free time, he enjoys fishing, hunting, biking, jogging and spending time with his family. He is a member of the finance committee of St. Jude Catholic Church, and a past president of the Palm Beach chapter of Legatus.
Keith provides wealth management to high-net-worth individuals and institutions through a process that incorporates proprietary tactical asset allocation techniques designed to achieve diversification and manage risk. His holistic process takes into consideration each client’s complete financial picture to help them accomplish their goals.
He puts the needs of his clients first when pursuing their long-term goals and objectives. Keith has more than 30 years of industry experience and a deep investment skillset with an emphasis on tactical asset allocation and global investing.
As a Chartered Market Technician®, Keith applies a disciplined, systematic approach to market behavior and the law of supply and demand. He earned an MBA in finance from the Stern School of Business at New York University.
Keith is originally from Waterbury, Connecticut, and now lives in Jupiter, Florida. In his free time, Keith enjoys golf, tennis and spending time with his wife, Janine, and their children, Drew, Jamie and Dana. He is a member of the Palm Beach County Estate Planning Council, a volunteer with Habitat for Humanity, and a past board member of the Kiwanis Club of Jupiter-Tequesta
Eric brings over 15 years of experience that has transcended both financial services and law enforcement. He was a former trustee to a $55 million police pension fund and has extensive knowledge in employer-sponsored retirement plans.
Eric most recently worked at Equitable Advisors where he was the second highest producing first-year advisor in their Retirement Benefits Group throughout their Southeast territory. He was also recognized as a top advisor in the South Florida market by Finance & Investing online.
Eric's extensive experience and approachable demeanor make him well-suited for overseeing portfolios and providing support during the financial planning process. In his previous role with Equitable, Eric passed the Series 7, 66, 24, and 215 exams. He is currently pursuing certification as a CERTIFIED FINANCIAL PLANNER™ practitioner.
Eric is originally from the northern Chicago suburbs and now makes his home in Palm Beach Gardens, FL. He and his wife, Carianne, are the proud parents of their newborn son, Emerson. Eric earned his Bachelor’s degree in finance from Butler University where he was a first-team All-American Division 1 tennis player. He also earned a Master’s in Executive Leadership from Champlain College. In his free time he loves spending time with his family, playing tennis, and recently started playing golf.
Carolyn wants our clients to understand their investment and retirement plans, and to count on our team as a trustworthy source of information so they can feel more confident about their financial lives.
Carolyn has been with the team since 1998 and is an invaluable member to our practice. She is highly adept at offering solutions to unique situations. In addition to meeting the daily needs of our clients and team, Carolyn acts as a liaison to assist our clients with insurance, lending and estate planning needs. She also assists with the maintenance and trading of our proprietary tactical asset allocation techniques. Carolyn holds the Series 7 and 66 securities licenses.
Carolyn began her career at Legg Mason Wood Walker, Inc. as a receptionist where she moved into roles as cashier, wire operator and then registered sales assistant. She earned a bachelor’s degree in business administration from Barry University.
Carolyn is originally from Atlantic Highlands, New Jersey, but has been a Florida resident since the age of 4. Today she lives in Palm City, Florida with her husband, Chad, and sons, Mathew and John. Carolyn enjoys spending time with her family, cooking new recipes and traveling. As a former Martin County Pioneer Lacrosse Team Mom and active Martin County High School Football Booster she also loves Friday night football games and early Saturdays on the lacrosse field.
Sarah’s role as the Senior Client Service Associate includes onboarding new clients, and assisting with with any inquiries such as money movement and account opening. Ensuring client information and documentation is correct. What she loves most about the role is the client interaction getting to know new people and meeting their families.
She is originally from the greater Boston Area having grown up there and then eventually moving to Providence, RI where she earned her Bachelor’s Degree at Johnson and Wales University. Majoring in Culinary Arts & Wellness and Sustainably. While studying in Rhode Island Sarah also worked in fine dining restaurants. After graduation she transitioned to a job opportunity at a fintech company and more recently worked for Commonwealth Financial Network in Massachusetts as a Senior Associate.
After moving to south Florida summer of 2022 Sarah now calls Palm Beach Gardens home. During her time off she loves to spend it with her Jack Russell terrier Mango, exploring new trails and beaches. As well as going to comedy shows, reading crime novels and making pizza on the weekends.