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.
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 amazing children and one beautiful granddaughter. In her spare time, Kimberly enjoys spending time with her family, dancing and socializing with Frank and friends.
Nick entered the financial services industry in 2011 with one goal in mind: being the go-to advisor for professionals wanting to retire successfully. His dedication to being a lifelong learner has equipped him with a wide array of financial strategies that have turned his passion for helping others into a successful career. In the highly dynamic industry of finance, his proven track record in investment management and holistic approach to retirement planning has led him to become a recognizable financial planner in Lehigh Valley. He also shares his expertise and takes on current events to a wider audience through his radio show broadcasted on 790 WAEB and his podcast “A Better Way Financial.”
He believes in a retirement planning experience that empowers people to take control of their lives while cultivating relationships anchored on honesty, integrity, and ethics.
Nick is a licensed insurance agent for life, health, long-term care, and annuity in the state of Pennsylvania. He is an alumnus of the University of Illinois at Champaign-Urbana and graduated with Dean’s List honors and is a published contributor for Fortune, Money, and Annuity 123.
Frankie holds many responsibilities as the newest licensed member of the practice. He is responsible for information-gathering and the creation of financial plans during the planning process. He has been involved with A Better Way Financial since 2016, learning how to help our clients prepare financially to live a stress-free retirement. Previously, Frankie worked as an intern for the practice, learning many different aspects of the business. You can always count on getting a smile and a warm greeting from Frankie when you visit our office.
Frankie recently graduated from Bucknell University with Magna Cum Laude and Omicron Delta Epsilon Honors (ODE), (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 licensed to be a Pennsylvania insurance agent for life, accident, health, long-term care, and annuities. He is also licensed to sell securities through his Series 65 license and is in the process of attaining his certification as a Certified Financial Planner™.
When Frankie is not at work you can see him working out at the gym with his brothers Nick and Joey, playing pickleball with his father, Frank, hanging out with his friends, going to bible study, or spending time with his fiancé, Jade.
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.
Nicholas brings a wealth of marketing and business knowledge to A Better Way Financial. He graduated with his BBA in marketing in 2018 from Temple University and achieved his MBA from La Salle University in 2020. He is now the head of the welcoming committee for all new prospective clients joining the A Better Way Financial Family.
Having grown up in the Lehigh Valley, Nicholas developed a passion for getting involved in the community and using his skills and knowledge to help others achieve their goals. His hobbies include art, reading, creative writing, and collecting and playing board games. Nicholas loves to spend time with his family, friends, and two cats. He also enjoys traveling and creating new and exciting experiences.
Heather Fehnel recently transitioned from the criminal justice field to the financial services industry by joining A Better Way Financial. She has over 10 years of experience with the Northampton and Lehigh County court systems. Heather’s goal is to apply her expertise in communication, customer service, and teamwork while continuing to gain new skills and knowledge by working with our team. As Client Services Specialist, Heather’s responsibilities include financial institution inquiries, follow-ups, client support activities, and administrative office duties.
Outside of the office, Heather enjoys being with her family, especially her daughter, Mariah born in 2006. They love spending their free time at the barn with their cherished horse, Toby. Together, they have traveled to countless competitions, and Mariah has become a state champion equestrian.
Debi brings 15 years of customer service and over 10 years of administrative assistant experience to A Better Way Financial. She always has a positive attitude and truly enjoys helping others.
Debi will often be the first person our clients see when visiting our office, and she’ll happily greet you with a smile. Debi enjoys spending time with her two grown children, family, and friends. She likes playing racquetball and floating in the pool. She also loves to travel and experience new things.
Tracy comes to A Better Way Financial bringing 30 years of customer service experience in the banking and insurance industries. Tracy enjoys customer service, problem solving, and helping others; she prides herself on providing only the highest level of service to her clients. She is a continuous learner who loves learning new things and is excited to attain her life insurance license to help support the practice.
When not at work, Tracy loves spending time with her family. She has two sons, Jaeden and Mitchell. She enjoys cheering Jaeden on at his bowling matches and spending time with Mitchell and his wife going to flea markets and other fun family outings.
Joey Guida is a currently a young and aspiring intern at A Better Way Financial. He is currently sharing time between obtaining his education at Lycoming College, pursuing his football dreams as their starting running back, 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.
Magnolia Tiberii aids A Better Way Financial by assisting with administrative work, along with teaming up with each individual employee to make sure tasks are completed. She is currently studying at DeSales University, majoring in sports and exercise physiology. Magnolia is also interested in advertising and interior design and plans to continue exploring these fields while enrolled at DeSales. In her free time, Magnolia enjoys the company of her loud, Italian family. When Magnolia is not around them, she enjoys dancing, being outdoors, and staying on the cutting edge of her fitness. Staying close to God, cooperating with others, and staying humble are all key ingredients in Magnolia’s life. She hopes to help in any way she can for our business and clients!
At A Better Way Financial, we cherish our relationships with our clients and are always looking for ways to better serve them. That’s why we put together a Client Advisory Board to become part of our team. This board is made up of some of our longest-lasting and most trusted relationships who can bring support, ideas, and connections to help us serve Lehigh Valley. The Client Advisory Board meets twice a year for fulfilling, rewarding, and fun events to make A Better Way Financial even better.
Take the next step in your retirement planning journey with A Better Way Financial. Fill out the form below to schedule your complimentary appointment today.