Frank joined Level 5 Financial to enable us to expand our financial planning capacity and he brings a great deal of experience in both business operations and the financial services industry. Joining Todd has been a reunion of sorts, as both had worked together previously at a major mutual fund family in the 1999-2002 timeframe.

After completing his undergraduate degree in Metallurgical Engineering, Frank played several years as a catcher in the San Francisco Giants minor league organization reaching the Double A level. This was followed by a long career in the heavy machinery industry with a Fortune 500 manufacturer as well as with one of its dealers. The majority of this time was spent in product support sales and operational development of machinery distributors which gave him first-hand knowledge the “ground level” business challenges faced daily by end users and distributors. Frank’s final years were spent in the development and delivery of a world-wide comprehensive training initiative to improve the financial and operational acumen of distributor Service Department leaders.

A parallel interest for Frank that arose while he was in graduate business school is personal financial planning. He earned his Certified Financial Planner™ designation in 2004 and has worked in financial services for the Vanguard Group and Caterpillar Investment Management Ltd. Most recently, he was affiliated with Forward Financial Planning LLC in Normal, Illinois prior to moving to Colorado Springs in mid-2016.