Frank has worked side-by-side with thousands of individuals and families over the past 35+ years. Frank has a true passion for helping others prepare for retirement. With a special focus on conservative financial strategies, Frank works with seniors and retirees to find personalized solutions to help plan for a more enjoyable retirement.

Frank founded A Better Way Financial with the sole intention of providing families with the most sophisticated financial tools in the industry. Through Frank’s education and vast experience, his goal is to find financial opportunities for growth while managing and limiting risk to help protect what you have worked so hard for. As a contributor to Fox Business, Forbes, and Money, he has shared his knowledge of wealth accumulation to the masses.

At his best, Frank can be found meeting with clients, out in the community leading retirement workshops, and working to connect professionals as the founder of the LinkedIn networking group Connected in the Lehigh Valley. Frank’s greatest joys are spending time with his family and helping others.

Frankie has been involved with A Better Way Financial since 2016, helping its clients prepare financially to live a stress-free retirement.

Frankie graduated from Bucknell University with Magna Cum Laude and Omicron Delta Epsilon Honors (ODE), an international honor society in the field of Economics. He majored in Economics and minored in Italian. He also has developed his strong work-ethic from competing as a Division 1 wrestler for Bucknell.

Frankie is a licensed Pennsylvania insurance agent for life, accident, health, long-term care, and annuities. He also has his Series 65 license and has passed his Certified Financial Planner™ exam.

When Frankie is not at work, he can be found spending time with his wife, Jade, working out at the gym with his brothers, playing pickleball with his father, and hanging out with his friends.

Kimberly’s corporate skills and knowledge truly enhance the client experience at A Better Way Financial. As Vice President, her supervision of the planning and development of the company’s strategies and events impact all who participate. Kimberly’s hospitable nature can be felt across a room, and it is this hospitality that allows A Better Way Financial to stand apart from other financial firms.

Kimberly and Frank have four children and two granddaughters. In her spare time, Kimberly enjoys spending time with her family, dancing and socializing with Frank and friends.

Julia serves as the Operations Manager for A Better Way Financial. She brings years of result-driven experience working with small businesses in the Lehigh Valley. She focuses on process improvement, best practices, human resource management, and team development. She holds an MBA from La Salle University.

Julia is married with two daughters. She enjoys spending time with her family, friends and dogs, decorating, cooking, traveling to the beach, and reading.

Nick serves as Marketing Director and brings a wealth of marketing and business knowledge to A Better Way Financial. He has a BBA in marketing from Temple University and an MBA from La Salle University.

Nick enjoys art, reading, creative writing, and collecting and playing board games. Nick also loves to spend time with his family, friends, and two cats.

Noah serves as Paraplanner for A Better Way Financial and has been helping others obtain financial confidence as a Financial Planner and Paraplanner since 2019. Noah graduated cum laude from Quinnipiac University with a Finance major and Computer Information Systems minor.

In his spare time, Noah is passionate about volunteering, having acted as a leader at a local food pantry, as well as taking medical supplies down to some of the local people of Somotillo, Nicaragua.

Beth Ann serves as a client service specialist and brings her finance industry exprience and her compassionate nature to A Better Way Financial. She works directly with clients and carriers to ensure all transactions are done smoothly and efficiently.

Beth Ann is married with two active boys. She is passionate writer and has written multiple novels. She enjoys interior and exterior design, landscaping, kayaking, hiking, and running.

Nancy serves as a client services specialist for A Better Way Financial and brings years of experience in the insurance industry. She works directly with clients and carriers to ensure all transactions are done smoothly and efficiently.

Nancy is a mother of two sons, and grandmother to three grandchildren. She enjoys spending time with her family, traveling, baking, cooking and party decorating.

Morgan has a Bachelor’s of Art in Religious Studies from the University of Pittsburgh and brings three years of church secretary experience to A Better Way Financial. Her passion lies in making people smile and feel welcome, and she is excited to meet and greet each of our clients!

When not browsing Wikipedia, Morgan can be found working on a knitting project, spending time with her family, or memorizing linguistic and geographic facts. She is particularly enthusiastic about the Swedish language and the Pittsburgh Penguins.

Judah is a 2010 graduate from the Keller Graduate School of Management with a Master of Accounting and Financial Management degree. From there he went on to work in New York City for Grant Thornton in their non-profit division. He was transferred to the audit department where he conducted internal audits as well as SOX Audits of publicly traded companies. Judah proceeded to work for smaller public accounting firms where he specialized in individual and business taxes. In 2019 Judah obtained Enrolled Agent status which allows him to represent all clients in front of the IRS.

In his spare time, he enjoys spending time with his family, coaching, and reading. When he is not preparing taxes, he can be found spending time with his wife Kathryn and their two children, Owen and Evie. Judah also loves walking his two 2 dogs Curly and Izzy along the Delaware River.

Michael supports A Better Way Financial and is the author of three books, “Surviving the Perfect Storm,” “Successonomics” with Steve Forbes, as well as “Death and Taxes” with Art McPherson, all on the Amazon best-sellers list. He is also the host of the nationally syndicated television and WJZ radio show “The Savvy Investor.” Michael has built his business and reputation on the added stability he helps provide for his clients. He uses retirement and estate planning techniques to carefully allocate clients’ assets so they can retire with the added confidence, income, and tax-deferred wealth protection they need and deserve. He is committed to providing accessibility and ongoing service for the people he works with.

Michael attended law school at the Catholic University of America, earning a spot on the legal honor society. He then earned his LLM in taxation from the University of Baltimore. As a Wilson Scholar, Michael made the “Who’s Who of American University Students” list.

Joey Guida is currently a young and aspiring intern at A Better Way Financial. He is currently sharing time between obtaining his education, pursuing his football dreams, and working for his father’s financial planning business. He is currently studying business, marketing, and entrepreneurship, which he believes will come in handy someday at A Better Way Financial. Joey is a charismatic, passionate, caring young man who loves to help people achieve what they want in life. He currently performs administrative duties and is an aspiring learner at A Better Way Financial. In Joey’s spare time, he likes to experience and try new things, play sports, and cook.