As Associate, Insurance & Estate Planning, Frank supports the team in providing wealth and risk management services to physicians at every stage of their careers. Frank works closely with the team in developing comprehensive plans for physicians to help them achieve their personal, professional, and wealth goals.

Before joining Tall Oak Capital Advisors, Frank served as the first Regional Insurance Advisor for the Ontario Medical Association in Southwestern Ontario. During his tenure, he gained a deep understanding of the physician market. Frank's physician focus complements the already established reputation of Tall Oak Capital Advisors in always putting medical professionals' interests and needs first when providing solutions.

Frank holds the Certified Health Insurance Specialist designation, the only health insurance-focused certification in Canada that focuses on living benefits advice. Frank graduated from the University of Windsor’s Odette School of Business with an Honours degree in Business with a concentration in Finance