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.
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 Walsh
Associate Advisor
Jared embarked on his career with a clear goal: to immerse himself in the world of money management and investments, a passion that has been with him since his teenage years.
Jared is known for his dedication and ability to connect with clients on a personal level, helping them achieve their financial goals with confidence and ease. After studying economics and business administration at Worcester State University, Jared found his place at Dale A. Frank Financial Group in March 2022. Here, his enthusiasm for the financial sector flourished, leading him to passing his Series 65 exam and becoming an investment adviser representative in 2023.
Jared focuses on providing advice on publicly traded equities, where he leverages his knowledge to assist clients in navigating the complexities of the market. His commitment to continuous learning and making a significant impact on his clients’ financial well-being is what drives him daily.
Jared resides in Ware, Massachusetts, with his wife Julia and their senior cat, Freddy — the couple shares a love for their feline companion, who enjoys nothing more than cuddling and being pampered. Outside of his professional life, Jared is an avid weightlifter, hiker, investor and cook, always seeking new challenges and ways to enrich his life.
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.
