Meet Frank
Frank is a Wealth Advisor based in the Seattle, Washington area. He joined Mercer Advisors in 2019 after serving at Key Bank and US Bank. Frank earned a B.A. degree in economics from Gonzaga University. He is a CERTIFIED FINANCIAL PLANNER® professional and an IRS Enrolled Agent, with specialized experience in tax planning. He is actively involved in the Financial Planning Association of Puget Sound and the National Association of Tax Professionals.
Frank’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Frank has focused experience in these areas:
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon
- Relocating in retirement with a clear financial strategy
His working style
Frank is known for his blend of technical expertise and his relationship-driven approach to financial planning. He takes the time to understand your story, your values, and what motivates you in order to make each recommendation intentional and tailored. He helps clients make decisions that support both their present life style and their long-term legacy.
Frank in real life
Favorite thing about where you live?
I’m a huge sports fan, so living in Seattle is perfect. I enjoy going to Mariners, Seahawks, and Sounders games with my wife and friends in the city.
Why do you like working at Mercer Advisors?
I enjoy working at Mercer Advisors because our mission of taking care of clients and taking care of each other has not changed since I started here. As we’ve grown and developed, our team puts our clients’ interests first and we are constantly introducing new ways to provide the best service to our clients.
What makes you tick?
I am a highly motivated person and I try to develop habits to get better every day in every aspect of my life. Whether it’s my professional life or being a husband, I am working at improving for those around me. I’m a firm believer that establishing small daily habits is the best way to improve one’s life, whether that is financial, physical, or social. Small changes make a big impact.
Meet Frank’s Teammates
Kelly Palmer
Sr. Wealth Advisor
What Frank Says
Kelly taught me the importance of taking care of clients and doing all that we can to serve them in the best way possible. He demonstrated how important it is to connect with the client on a personal level and how that leads to good recommendations.
Mia Boteler
Client Service Specialist
What Frank Says
Mia works so well with all types of clients and has a calmness about her that clients appreciate.
Jim Czirr
Partner
What Frank Says
Jim combines both the analytical and relationship-focused approach to his practice. He taught me how to explain complicated topics to clients in a simplified form.
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