Frank Wealth Management Group

Stephen N. Frank AIF®
Wealth Management Adviser
sfrank@sfwmg.com

Stephen has more than 20 years of experience advising clients and providing the highest level of client service. He is passionate about addressing the whole picture of his clients' financial lives and helping them streamline their financial affairs.

Stephen graduated from Edinboro University of Pennsylvania with a Bachelor of Science in Finance. Stephen holds the FINRA Series 6, 7, 22, and 63 securities registrations and has earned the Chartered Financial Consultant (ChFC) designation from The American College. Stephen has earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. He has received formal training in investment fiduciary responsibility.

Stephen is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®. Stephen was elected to the Liberty Community Infrastructure Financial Authority (LCIFA) and is active as both a board and an audit committee member.

On the weekend, you can find Stephen on the golf course or driving his three children to their extracurricular activities, which include dancing, swimming, and playing soccer. When Stephen is at home, you can find him relaxing with his wife, Holly, their three children, and their dog, Chloe.

Stephen's LinkedIn Profile

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Benjamin H. Kyler
Wealth Management Adviser
bkyler@sfwmg.com

Ben has worked with Stephen for more than ten years. Ben works with Stephen to develop custom investment plans for each Frank Wealth Management Group client by conducting research and analysis on the appropriate investment options and opportunities.

Ben graduated from Ohio State University with a Bachelor of Science in Financial Management. He holds the FINRA Series 6, 7, and 63 securities registrations and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ certification. He is an Investment Adviser Representative and Registered Representative of Commonwealth Financial Network®.

In his spare time, Ben enjoys golfing, hockey, and home improvement projects. Ben and his wife, Tracey, live in Powell with their two boys.

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Holly G. Frank
Client Relationship Specialist
holly@sfwmg.com

Married to Stephen for more than 18 years, Holly works with Stephen and Ben to create "Frankly the Best Client Service." Holly brings more than 20 years of product development, brand marketing, and process improvement experience to Frank Wealth Management Group.

In addition, Holly is the owner and project manager of the Blue Sky Idea Factory, LTD., a full service communication design and training development organization.

Holly graduated from LaRoche College in Pittsburgh, Pennsylvania, with a Bachelor of Science in International Business and the University of Illinois with a Master of Education.

In her spare time, Holly enjoys reading, scrapbooking, and planning family vacations.

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Kathy Evans
Client Relationship Specialist
kathy@sfwmg.com

Kathy is the newest team member, having joined Frank Wealth Management Group in February 2013.

A graduate of Ohio University with a bachelor's degree in journalism, Kathy recently reentered the work force after spending 12 years as an at-home mother and volunteer for school, church, and social and philanthropic organizations. Prior to that, she worked as a newspaper reporter. In addition, Kathy brings some experience in the financial services industry, having worked for her father's tax accounting business.

Kathy lives in Powell with her husband and two daughters, and in her spare time she enjoys cooking, reading, and live music.

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