Gregory Frank, CPA, CFP®

Gregory Frank, CPA, CFP®

Director of Financial Analytics / Financial Advisor

Gregory Frank, CPA, CFP®, is responsible for developing financial analytics, reporting, and monitoring capabilities to facilitate effective investment and financial planning decisions for our clients. Prior to joining Spring Ridge, Greg spent more than eight years working at KPMG, one of the Big Four public accounting organizations, where his experience primarily involved developing and deploying data and analytics solutions for Fortune 500 companies to help generate valuable insights and solve complex business problems. Greg graduated from Temple University, where he earned a BBA in accounting. He has been a licensed certified public accountant (CPA) since 2014 and holds his CERTIFIED FINANCIAL PLANNER certification along with FINRA Series 7, 63, and 65 securities registrations.

Greg enjoys spending time with his wife, Gail; two stepdaughters, Adara and Marisa; energetic son, Gavin; and toddler son, Leo. He has a passion for fitness and sports—particularly, the Kansas City Chiefs and Temple Owls Basketball and Football.