I founded the firm based on my prior experiences having worked for both Wall Street (Merrill Lynch) and Main Street (GWFC). My desire was to incorporate the best of both to provide our clients with Wall Street capabilities but with Main Street transparency. We take pride in being a boutique firm that can offer both.
I got into the financial services industry after studying at Cornell University and the University of Texas at Austin back in my college days. I remember taking a personal finance class at UT that I really liked and it motivated me to want to learn more.
I personally work with every one of our clients guiding and coaching them to achieve their long term financial goals and objectives. My 25+ years of industry experience enables me to bring a seasoned perspective to my advice and the work I do.
My focus is on helping our clients achieve what I call their best Return on Life or "ROL". I feel a special bond to people looking for a better quality of life as that was my own story.
I previously lived in bigger cities all my life with Austin, TX being my last stop. Although Austin was enjoyable, I was searching for something more. I always loved the mountains on the many trips I took to Colorado growing up and my wife told me about a small little mountain town in her home state of Washington.
We got married back in 2018 and on the drive back to Texas we stopped off here in Leavenworth and I fell in love with this place!
Through our own lifestyle design, we decided to leave the big city of Austin and the corporate world and relocate to this small little Bavarian village. That decision was one of the best moves we've ever made and it has allowed us to maximize our own Return on Life!
Here we are post COVID.....we now have two small boys of our own and are enjoying raising our family in such an amazing place. I could say more but you can jump over to my LinkedIn page to see my professional resume here or my CFP profile here.
I also run the Return on Life (ROL) Coach blog here.
Frank has over 14 years of experience in the financial services industry. He started as a Risk Analyst and Corporate Trainer at TD Waterhouse which later became TD Amertirade/Schwab.
Frank worked for Quick & Reilly, which became Bank of America Investments. At Quick & Reilly/Bank of America, he developed, facilitated, and managed sales and systems training for new personnel for the firm.
Frank managed the continuing education program for the existing BOA workforce based out of New York City, Charlotte, NC, and Boston. After leaving the training department, he was the Northeastern Relationship Manager, managing a team of 15 people. His primary responsibility was as a mediator and liaison between the front and back office and vendors of the company.
From Bank of America Investments, Frank transitioned to JP Morgan/Chase working as a Financial Advisor where he honed his craft on the financial planning side. Frank loved the planning aspect of the advisor/client relationship so much that he decided to transition out of an advisory role and just function on the back end technical part of the business.
Frank has been working in this capacity now for over 5 years and provides the company full financial planning client support. Frank is passionate about his work and helping create more certainty for our clients' life plans and dreams.
Frank loves to spend time with his two children whenever he can. He also loves to travel and has a dream of one day living and working full time on a beach in Mexico!
Frank is a big believer in lifestyle design and Return on Life (ROL). He loves to do yoga, reads lots of literature, and watches a lot of old films. And he is a bit of a foodie and quite the wine snob!
Dallas is in charge of all of the firm's client service and back office operations. This includes opening new investment accounts, setting up and maintaining clients portals, move money authorizations, and more.
Dallas is married to Shelby and they have 5 children. In her spare time, she enjoys volunteer work, reading, skiing as a family, and kayaking.
I grew up in Woodinville, WA. Many of my family's holidays and weekends were spent riding and showing my horse at the Hollywood Hill Saddle Club or exploring my Dad's favorite fishing holes around town.
Over the years, much of my extended family moved east of the Cascades. The Wenatchee valley and the Olympic Peninsula were two of our other favorite regions in the state, and we have many wonderful memories from our time spent there.
Many family summers included exploring the wheat fields of the Palouse and gleaning fruit from the orchards around Wenatchee. Canning fruit with mom was one of my favorite family traditions growing up.
My family has a long history in the commercial fishing and boat building industry. When I turned sixteen, I took the opportunity to spend the summer working up in Bristol Bay, Alaska. It was long days and hard work, but my season working in a fish processing plant will always stand out as one of my favorite jobs.
After graduating from Woodinville High School, I attended Central Washington University and studied Family and Consumer Sciences. Career opportunities took me back to Seattle after college and I began my professional life working for Vulcan Real Estate as a part of their marketing team.
After about 12 years in Seattle, life and career changes brought me to Austin, TX where I spent about 5 years working for Nordstrom. This is where I met my husband, Carleton.
After we got married back in my home town of Woodinville in 2018, both of us started to contemplate relocating and living full time in the state of Washington. And this is exactly what we did settling on Leavenworth in 2019 to live and start a family.
We are passionate about raising our kids here in a part of the country where they can spend so much time outdoors! My dad taught me to fish on our many camping trips up the Icicle and I am excited for our boys to have the same experience one day.
I am currently a full time mom to two rambunctious little boys, Mac and Finn. In addition to this, I am in a part-time support role for the company.
Leavenworth l Wenatchee l Bellevue l Austin l Houston
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