Our Qualifications

 The Financial Service Professionals at FrankLeonards&Frank are ready to serve you:

Joseph D. Frank, Financial Services Professional, is a graduate of the University of Kentucky, with a BS in Business Administration.  Joe began his career as a Registered Representative with Bache and Company and moved from there to Connecticut General as a Registered Representative specializing in closely held businesses.  He focuses on retirement and legacy planning and has worked with businesses and their employees to develop well-defined company benefit plans. Joe and his wife, Susan, live in Woodstown in the historic Seven Stars House on Kings Highway.

Andrew S. Frank, Financial Services Professional, is a registered representative.  He specializes in helping our clients focus on the accumulation phase of their legacy planning.  Andy attended Western State College in Gunnison, Colorado, and lived and worked there for 21 years.  He returned to New Jersey in January 2004 as part of a “succession plan” for FrankLeonards&Frank LLC—one that will assure the continuity of our business for our clients.   Andy and his wife, Hope, live in Bridgeton, NJ.

Jason J. Coleman, Financial Services Professional, is a registered representative.  He has a BA in Criminal Justice Administration from Mansfield University and after fifteen years of service as a security officer for a nuclear facility in Berwick, PA. Jason decided to switch his vocation to a career in financial planning. Jason and his family currently reside in Flourtown, PA.