Meet the Team
Dale A. Frank Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Dale A. Frank President & Founder
Dale is passionate about providing financial strategies that help clients take steps toward their retirement dreams.
Over three decades ago, Dale had a vision he would someday help clients learn to balance risk with reasonable rates of return in order to keep more of their hard-earned investment capital. He founded Dale A. Frank Financial Group based on this conservative philosophy, and now, he and his fellow professionals use their years of experience to help their clients gain confidence in their financial futures.
Dale has 36 years of experience in the insurance and annuity industry and has been featured on WHYN AM radio.
Shawn Wrisley Associate Advisor
Shawn helps his clients and their families build smart financial strategies to better prepare for their retirement years.
After working in payroll services for a decade, Shawn joined the firm’s founder, Dale Frank, in 2015. They share a specific vision: to enable clients to enter retirement with more of their hard-earned assets.
Shawn earned his associate degree in marketing from the University of Phoenix. He has passed the Series 65 securities exam and holds life and health insurance licenses in Massachusetts and Connecticut.
Shawn lives in Wilbraham, Massachusetts, with his wife, Heather. They are the proud parents of two young children, Ryan and Ella, and one dog named Frodo. When Shawn isn’t at the office, he enjoys spending time with his family, playing baseball and auto racing.
Senaida Bautista Associate Advisor
Senaida Bautista joined the firm in 2020 and provides tailored investment services to individuals, families and foundations. Her finance career started in compliance for a private equity company, followed by a transition to management and valuations of closed-end funds listed on the New York Stock Exchange. She later became an investment advisor for Park Avenue Securities, a registered broker-dealer, where she provided tailored investment services. Senaida passed the Series 65 securities exams and holds her Life & Health licenses in MA & CT.
Before switching to financial services, Senaida worked in politics, for Congresswoman Lois Capps. During that time, she focused on immigration services and small business issues and worked with humanitarian cases of extreme medical necessity, coordinating with hospitals and embassies worldwide. She has served as the president of the Beacon Hill Women’s Forum in Boston. Senaida continues to serve her local community through active involvement with several local organizations.
Wendy Leahy, CISR, AAI-MDirector of Operations
Lori MeisterClient Services Specialist
Martha ChaseAccount Manager
Marianne D’AntonioAccount Manager/Marketing Assistant
Cecilia OlsenCommercial Lines Account Manager
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.