Meet the professionals who can help you
Pursue Your Goals

We help individuals and families pursue their ideal retirements.

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

Founder & President

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 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.

Shawn Wrisley offers investment advisory services through AE Wealth Management (AEWM), a Registered Investment Adviser.


Jared WalshAssociate Advisor


Wendy Leahy,
CISR, AAI-MDirector of Operations


Lori MeisterClient Service Coordinator


Julia WalshAgency Administrative Assistant

Insurance Team


Jessie TatroInsurance Operations, Sr. Account Manager


Marianne D’AntonioAccount Manager, Notary Public


Andy CraverAccount 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.

Or give us a call at (800) 585-5544.