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.
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
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.
Integrity
As independent advisors, we're free to focus on your best interests. We believe financial guidance should be honest, transparent, and unbiased.
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.
Meet Glenn Frank
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.
Meet Dan Flanagan
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.
Client Services Team
Angie Ott
Client Associate Team Lead
Rachel Toler
Client Associate
Investment Committee
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Mark Wesson, CFP®, CKA®
EverSource CEO
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Daniel Phillips, CFA®, CFP®
Chief Investment Officer
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Glenn Waddell
General Counsel & Chief Compliance Officer
Investment Operations
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Adam Atkinson
Senior Investment Operations Associate
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Andrew Murphy
Senior Trading
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Zach Graybill
Investment Operations Associate
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Carlton Neil, CPA
Senior Investment Analyst
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Ian Thompson, CAIA, FRM
Senior Investment Analyst
Frank and Flanagan Wealth Advisors is affiliated with EverSource Wealth Advisors®, an independent SEC-registered investment advisor (RIA) with advisory teams across the country. 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 our affiliation with EverSource, we provide a broad range of investment strategies and funds for managing the complexities of your wealth.