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Frank joined First Investments & Planning in 2013 and serves as an Advisor. His primary role is assisting clients in all aspects of financial planning, investments, and insurance needs in effort to help them achieve their financial goals.
Frank has more than 30 years of experience in the financial services industry. He currently holds series 7, 63 and 65 securities registrations, along with Life, Health & Variable Contracts insurance licenses. He graduated from the University of Nebraska in Lincoln and holds a Master Planner Advanced Studies certification 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.
11404 W Dodge Rd
Omaha, NE 68154
I aim to build meaningful personal and business client relationships centered on thoughtful and sound financial advice in hopes of helping them achieve their financial dreams.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. First National Bank and First Investments & Planning are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James Corporate Privacy Notice may be accessed here.
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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