Kristian F. Frank, CFP^®

As the son of hard working middle class Americans, Kristian’s passion lies in helping his clients be better stewards of all they have been blessed with. Wealth is a blessing and it carries responsibility with it. Consider the challenges facing families today: taxes; market, geopolitical and economic risks; inflation; health care costs; retirement income planning and so much more. The old ways of managing wealth may not be the best solutions for the 21st century. Kris works with his clients to develop a new way to think about their assets, lifestyle and dreams – from what drives their goals, to what should be done today to make a powerful impact in their lives and their family’s lives tomorrow. Many of Kris’s clients enjoy the benefits of living in a small country town, but they look to Kris to help them create sophisticated strategies for every stage of their financial lives.  At the heart of Kris’s philosophy is a passion to build enduring relationships with his clients through trust, outstanding service and superior knowledge and guidance. Kris always takes the time to listen to and review his client’s financial situations, goals and dreams and works with his clients to develop a holistic wealth management strategy. He believes that this proactive approach helps him anticipate his client’s financial needs and be better prepared to balance risk and reward solutions based on each client’s individual needs. His goal is to always exceed your expectations with exceptional service and personalized attention.