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About Team FRN

Financial Resource Network (FRN) was initially created in 1986 with a Wealth Creation and Preservation focus.  Certain opportunities presented themselves in the areas of Business and Estate Tax Planning, so our focus expanded. Welcoming change, Team FRN provides CPAs and other professionals with a better business model and a better story to tell in an ever-changing and overly busy profession. We equip forward-thinking CPAs to be the ‘one point of contact’ that their most important client relationships desperately want, need them to be and thought they were. This is done without an increase in time commitment or staffing for the CPA.

In an increasingly virtual world, there are plenty of options for virtual relationships.  We are not interested in those.  We are very selective in who we work with, and we invest the time to develop significant relationships with the professionals that we like and feel we can work well with.

Throughout our 30+ years of experience, we have developed relationships with some of the most forward thinking thought leaders in their areas of expertise. Through a relationship with FRN, you have access to this team and now have the leverage required to bring tremendous value to your most important client relationships.

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