Frank Bugaris is a financial advisor and has been providing comprehensive wealth management services for over five years. Frank joined the firm in 2025 and works with clients to design customized investment plans. He uses his experience and insight to discover what is most important to clients and then creates a strategy to help them work toward their most cherished financial goals.

Prior to joining the firm, he served clients in the Chicago area with Huntington Financial Advisors.

Frank graduated from the University of Notre Dame with a bachelor’s degree in accounting and received his MBA from Western Illinois University. He holds FINRA series 7 and 66 registrations, along with an Illinois Life and Health Insurance license. Frank is active in the Jefferson Park Chamber of Commerce and lives in Chicago with his wife.