Frank joined First Investments & Planning in 2013. His primary role is assisting clients in all aspects of financial planning, investments, and insurance needs in an effort to help them achieve their financial goals. In addition, he is the producing manager for the Omaha advisors.
Frank has more than 30 years of experience in the financial services industry. He currently holds series 7, 63 & 65 securities registrations, along with Life, Health & Variable Contracts insurance licenses. He graduated from the University of Nebraska in Lincoln and holds a Master of Science degree in Financial Planning from the College for Financial Planning in Denver, CO.
Frank is a lifetime resident of Omaha and stays very involved in the community through various volunteering capacities. He is the past Chairman of Special Olympics Nebraska’s Board of Directors. When not providing financial advice to clients, he can be found exercising, fishing and spending time with his wife, Cindy, and their eight children and nine grandchildren.
16770 W. Maple Rd
Omaha, NE 68116
11404 W Dodge Rd
Omaha, NE 68154
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Investment products are:
NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF THE BANK • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE