Frank Patzke, MBA, CFP®
Senior Wealth Advisor
Frank helps individuals and families develop and maintain personalized financial plans aligned with their specific circumstances to help them manage through the various phases of their lives. He believes that successful wealth management begins with a trusted partner who welcomes an open dialogue about your goals, interests, aspirations and concerns.
Frank began his career at a regional boutique firm. After 15 years, he fulfilled his vision of helping individuals and families plan their financial futures by founding Guidant Wealth Advisors, which became part of the EP Wealth Advisors family in 2019. Frank continues to work with many of his original clients, enjoying the satisfaction of helping them build strong financial foundations.
Frank earned both a B.A. in Political Science and an MBA from the University of Illinois at Urbana-Champaign. He is certified by the CFP board as a CERTIFIED FINANCIAL PLANNER™.
Frank and his wife, Susan Carsello, have been life and business partners since 1989.
You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.