Frank Patzke initially joined a regional, boutique brokerage firm after earning his MBA in 1978. After 15 years there, he fulfilled his vision of serving those planning their financial futures when in 1996 he founded Guidant Wealth Advisors, which joined the EP Wealth Advisors family in 2019. Still serving many of his original clients today, Frank enjoys the process of developing strong financial plans and then managing those plans as clients move through various phases of their lives. He has always believed that successful wealth management begins with a trusted partner who welcomes an open dialogue about your goals, interests, aspirations and concerns, and is committed to educating, understanding and incorporating them into a financial plan that aligns with your specific circumstances. “One of the best days of my professional career came 26 years ago when we formally took on the role of Fiduciary for our clients.” Frank and his wife, Susan Carsello, have been life and business partners since 1989.
University of Illinois at Urbana-Champaign, B.A., Political Science
University of Illinois at Urbana-Champaign, MBA