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 & Financial Professional
Dale Frank entered the insurance and financial services industry in 1979 with a specific vision: Enable clients to keep their hard-earned assets by helping them learn to balance market risk while still growing their retirement savings.
Dale recognizes the importance of preserving assets accumulated for retirement and the need for revisiting asset allocations as clients transition from working into retirement. He employs a host of time-tested strategies designed to help protect retirees’ life savings, avoid paying unnecessary fees and create tax efficiency.
Additionally, Dale helps federal and state employees understand their retirement benefits. He also helps inform clients of the intricacies of Social Security optimization as a cornerstone to their retirement income strategy.
Dale has passed the Series 63, 7 and 6 securities exams and is a Registered Representative. He holds his Life & Health and Property & Casualty licenses in several states. He regularly conducts seminars and workshops about the importance of a proactive retirement strategy and the potential challenges that may arise in retirement.
Dale Frank is not a liated with the U.S. government or any governmental agency
Jared Walsh
Associate Adviser
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 daughter. 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
miriam finkley
Client Service Administrator, Notary Public
Insurance Team
Jessie Tatro, AAIÂ Property & Casualty Insurance Manager
Julia WalshAgency Administrative Assistant
Marianne D’Antonio, CISR-Elite Account Manager, Notary Public
jordan gajAccount Manager
Alexis CooperAccount 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.
