Frank is a longtime leader in the Sheridan office, and helps to manage day-to-day operations serving as Assistant Branch Manager. He earned his degree in economics from Oberlin College and has earned his Chartered Financial Analyst, CERTIFIED FINANCIAL PLANNER and Certified Investment Management Analyst credentials, setting rigorous standards by which top advisors are measured throughout the U.S. Frank has been with D.A. Davidson & Co. since 1998. Services include: Financial planning Estate planning Portfolio management IRAs, retirement and pension plan services Managed assets programs College planning Insurance and Annuities 