OLYMPIC NW ADVISORS - Key Persons
Job Titles:
- Financial Advisor, CFP®, ChFC®, CRPS®
- Registered Advisor
Frank is a fully registered advisor with more than 20 years of experience, a CERTIFIED FINANCIAL PLANNER TM (CFP®) professional, Chartered Financial Consultant (ChFC®), and Chartered Retirement Plan Specialist (CRPS®). He provides wealth management, financial planning and business succession strategies, and retirement plan services.
You can expect Frank to bring an organized, pragmatic, and diversified approach. He will work with you to understand your goals and objectives, all the while assessing risk tolerance and other considerations that affect your overall financial picture.
Frank grew up in upstate New York, moved to New Jersey after college, and relocated to Kitsap County in 2010 to be closer to his wife's hometown. Now he and his wife, Annie, reside in Bremerton, Washington, along with their two daughters, Avery and Myla, their dogs (Leo and Stella), and cats (Sal and Enzo). Frank served in the New York Army National Guard for nine years. He enjoys camping, woodworking, cooking, golf, traveling, and spending time with family.
Kylee has an educational background in finance, as well as two years of experience in the financial industry. She looks forward to going in to work every day and witnessing clients achieve their financial goals with the help of our amazing team.
Lisa has been providing support to the financial advisors at Olympic NW Advisors since 2019. She has nearly 10 years of experience working in the financial industry and enjoys building relationships with clients.
Job Titles:
- Associate
- Financial Advisor
Michelle has been with Olympic NW Advisors since 2020 and in finance for nearly 20 years. She contributed solely in a support role until late 2023. After becoming registered, she was promoted to an associate advisor role to learn the industry from a different angle. She enjoys deepening relationships and trust through exceptional service.
Michelle has lived in the Puget Sound area for the past 35 years. She enjoys spending time with family, walking her 100lb Bernedoodle, and baking.
Natasha has three years of experience in the financial industry. She enjoys getting to know clients and helping them meet their financial goals.