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Role and Expertise With over 20 years of experience in the financial services industry, Bob brings an authentic and trust based approach to provide clients with sophisticated wealth management solutions and customized financial, business succession and trust and estate planning services. Working with families, individuals and businesses, Bob and his team collaborate with existing trusted […]

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Role and Expertise As managing partner of Wealth Management at FRS, Pete works closely with a diverse client base, offering them honest advice and tailored options to suit their specific needs. Bringing over 20 years of experience, Pete provides a holistic financial planning approach with a focus on investment management and trust, estate and business […]

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Role and Expertise Phil founded FRS Advisors in 1984 with the goal of bringing institutional-level investment management to middle market, municipal, and private clients. Phil consults with a variety of clients seeking retirement and estate planning services, including high-net-worth individuals, and designs and implements investment management strategies specifically tailored to meet unique client needs. Phil […]

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Role and Expertise As the Client Service and Operations Manager for the Wealth Management division at FRS, Colleen is responsible for providing the highest level of ongoing relationship management and customer service to promptly meet the needs of the clients. She prides herself on being a knowledgeable and responsive point of contact. With over 20 […]

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