Get to Know the Team Behind the Lantern

At Frank and Flanagan Wealth Advisors, we combine deep technical expertise with genuine care for the individuals we serve. We believe financial advice should be personal, principled, and practical—always starting with listening and purpose.

Two men in suits smiling against a gray background.
Schedule a Consultation
Learn More
A vintage oil lantern glowing on a desk surrounded by scattered papers, graphs, and reports in a warmly lit room.

Our Philosophy

Our approach is built on the belief that financial decisions should align with your deeper sense of meaning and purpose. We take the time to understand not just your numbers, but your values, goals, and dreams.

Every financial plan we create is as unique as the individual or family it serves. We pride ourselves on creating clarity from complexity and providing advice that's both technically sound and deeply personal.

Our Core Values

Line drawing of two hands shaking, symbolizing agreement or partnership.

Relationships

Investing in people is what matters most to us. Our financial advice is built on truly listening and learning what’s important to you.

A checkmark inside a circle with incomplete border, symbolizing approval or completion.

Integrity

As independent advisors, we're free to focus on your best interests. We believe financial guidance should be honest, transparent, and unbiased.

Simple line drawing of a potted plant with a small flower.

Personalized Service

We guide each client with an innovative and holistic approach. We tailor our services to fit your goals, assuring confidentiality and loyalty for the long run.

Bronze equestrian statue of a historical figure on a horse in a city park with tall buildings, green trees, and people walking.

Meet Glenn Frank

A middle-aged man with glasses, wearing a checkered blazer and cream-colored shirt, sitting by a window with natural light.

Bringing Education to Financial Planning

Glenn brings decades of financial planning, tax strategy, and investment education experience to his role. As a former professor and founding director of a top financial planning program, he is known for clear thinking and holistic advice.

His passion lies in helping clients connect their financial decisions with their deeper sense of meaning and purpose, transforming complex strategies into practical, actionable guidance.

About Glenn

Meet Dan Flanagan

A smiling man in a dark suit, light blue shirt, wearing glasses, sitting against a gray background.

Navigating Complexity with Clarity

With over 20 years of experience advising executives, entrepreneurs, and families, Dan brings invaluable expertise in accounting and advanced financial planning to every client relationship.

He specializes in helping clients navigate retirement planning, tax optimization, and estate complexities with clarity and confidence. Dan's approach is rooted in stewardship and a genuine commitment to the families he serves.

About Dan

Client Services Team

Smiling woman with shoulder-length blonde hair, wearing a light blue collared shirt and black blazer, outdoor background.

Angie Ott

Client Associate Team Lead

Close-up portrait of a smiling young woman with wavy brown hair and earrings, outdoors with blurred background

Rachel Toler

Client Associate

Investment Committee

  • Headshot of Mark Wesson, CFP®, CKA®

    Mark Wesson, CFP®, CKA®

    EverSource CEO

  • Headshot for Daniel Phillips CFA®, CFP®, Chief Investment Officer

    Daniel Phillips, CFA®, CFP®

    Chief Investment Officer

  • Headshot for Glenn Waddell, General Counsel

    Glenn Waddell

    General Counsel & Chief Compliance Officer

Investment Operations

  • Headshot for Adam Atkinson Sr. Investment Operations Associate

    Adam Atkinson

    Senior Investment Operations Associate

  • Headshot for Andrew Murphy Investment Operations Associate

    Andrew Murphy

    Senior Trading

  • Headshot of Zach Graybill

    Zach Graybill

    Investment Operations Associate

  • Headshot for Carlton Neil, CPA, Sr. Investment Analyst

    Carlton Neil, CPA

    Senior Investment Analyst

  • lan Thompson, CAIA, FRM, Sr. Investment Analyst

    Ian Thompson, CAIA, FRM

    Senior Investment Analyst

Logo for EverSource Wealth Advisors, featuring a globe with North and South America visible and the company name in black text.

Frank and Flanagan Wealth Advisors, an EverSource Wealth Advisors® team. Services offered through EverSource Wealth Advisors, LLC, a Registered Investment Advisor. With operational support and investment management from EverSource, Frank and Flanagan benefits from big-firm resources for clients while maintaining freedom to offer unbiased advice. Through the EverSource platform, we provide a broad range of investment strategies and funds for managing the complexities of your wealth.