Frank Donnelly has joined Maryville’s Leadership Council. Frank, a Partner at Oaks Financial Partners, has been assisting business owners with benefits, insurance, and retirement planning since 1995. His practice concentrates on helping individuals and small and mid-size companies achieve their insurance and financial planning goals. Most notably, Frank specializes in retirement planning and distribution, group benefits, and estate planning strategies. His focus extends to creating and implementing investment planning and risk management strategies to help clients grow their assets and protect their families.
Welcome Frank!