Frank joined Homrich Berg in 1993. Frank’s expertise includes investment strategy and financial planning for individuals, families and charitable foundations. Previously, Frank practiced as a CPA for 14 years, primarily serving individuals and small business owners. Frank worked at Price Waterhouse and KPMG Peat Marwick, where he edited and instructed several firm-wide personal financial planning and estate planning courses.
Frank is a member of the American Institute of CPAs Personal Financial Planning Division, the Southeastern Hedge Fund Association, the CFA Institute, the North Atlanta Tax Council, the Atlanta Estate Planning Council, and the Atlanta Society of Finance and Investment Professionals. Frank holds or has held a number of board, financial, and investment roles at Temple Sinai, the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Atlanta Estate Planning Council, the Sara Giles Moore Foundation, and the Balser Professional Advisors Council.
Frank has been recognized for his exemplary client service and wealth management skills. He was recognized by Robb Report Worth magazine as one of the country’s 100 most exclusive wealth advisors. In addition, Mutual Funds magazine named him one of the country’s 100 top financial advisors. Frank was also named as one of the top advisors in J.K. Lasser’s Estate Planning for Baby Boomers and Retirees and New Rules for Estate and Tax Planning.
Frank has appeared on CNBC and Fox, as well as several local Atlanta television and radio programs. He has been quoted in many industry magazines and newspapers, and has authored articles for Personal Financial Planning and On Investing magazines, among other publications. Frank earned a bachelor’s degree in accounting from the University of North Carolina where he achieved the third highest score in the country on the November 1978 CPA exam.