Widely known as a leader among top financial retirement experts in the nation, Frank has worked side-by-side with thousands of individuals and families over the past 30 years. Frank has a true passion for helping others prepare for a secure retirement. Specializing in conservative financial strategies, Frank works with seniors and retirees to find personalized solutions to safeguard an enjoyable retirement.
Frank founded A Better Way Financial with the sole intention of providing families with the best financial tools in the industry. Through Frank’s education and vast experience, he is able to provide opportunities for financial growth in a safe and secure way. As a contributor to Fox Business, 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 seminars, 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.
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. Kimberly enjoys spending time keeping up with their sports and academic schedules, as well as going out dancing and socializing with Frank.
Nick joined A Better Way Financial in 2011 as an independent financial advisor. Since that time, Nick has proudly worked alongside his father, empowering clients to achieve their retirement dreams. Nick understands the importance of a well thought out financial plan when looking ahead towards retirement. As a published contributor for Fortune, Nick enjoys utilizing his wealth of investment knowledge to help others.
In his spare time, Nick can be found volunteering with Parkland High School’s wrestling team as an assistant coach, sharing his expertise as a former PA state wrestling champion.
Bringing over 25 years of sales, marketing, project management, and relationship-building experience to A Better Way Financial, Ken works to enhance company performance in the areas of sales support, client interaction, event planning and office procedures. He provides clients with a warm, simple and streamlined experience as they work with A Better Way Financial to meet their investment goals.
Ken moved to Pennsylvania in 1996 with his wife and two daughters. Since that time he has been very active in coaching soccer and enjoying the outdoors through hiking, hunting and fishing.
Natalie is a passionate, goal oriented person and loves to help people enhance their lifestyles. Natalie comes to A Better Way Financial after spending years working as a clinical research coordinator. She has a bachelor’s degree in health psychology and health and wellness. She transitioned into the financial industry four years ago and fell in love with it.
At A Better Way Financial, she will be assisting in acquisition of new business, coordinating marketing efforts, managing Connected in the Lehigh Valley, and spearheading the Friends Helping Friends Club. Her goal is to help people live a healthy life, both physically, mentally, and financially.
Natalie loves meeting new people, so be sure to take a moment and chat with her if you’re in the office!
Lori uses her “can-do” approach to challenges, keen listening ability, and passionate commitment to help others succeed at A Better Way Financial. She strives to serve our clients’ every need. She has made distinguished marketing, sales, and operations contributions in both the business and higher education sectors.
Here is some interesting fodder about Lori. She is a local girl with a Bachelor of Arts from Moravian College. She has written award-winning copy, and her notable photography has appeared on CNN iReport. Lori is also considered an elite runner in her age group. She cooks without recipes and measuring cups and is an advocate for dog rescue. Lori’s family is her most cherished asset.