February 27, 2020Share:
At Wilkins Miller, we know that our success comes from our employees’ unique abilities and personalities. Each month, we will give you a behind-the-scenes look at a member of our team. This month, we’ll introduce you to Frank Smith. We hope you’ll enjoy getting to know what makes Frank a great addition to our team.
Q: What do you do at Wilkins Miller?
I am an advisor for Wilkins Miller Wealth Management. In this role, I work on retirement income plans for individuals, advise on business retirement plans such as 401k’s, and provide risk management solutions for clients.
Q: What makes you good at your job?
With the background as a CPA, I understand the tax benefits of business retirement plans and am also knowledgeable about the regulations surrounding tax deferred retirement accounts, such as Traditional IRA’s and Roth IRA’s. My professional background aside, I enjoy the opportunity to help individuals and businesses improve their financial situations.
Q: What do you like most about Wilkins Miller?
I really enjoy the atmosphere that Wilkins Miller has worked so hard to create. There is desire to always improve as an organization as well as a mission to add value to our clients over and above traditional compliance services. On top of that, management is dedicated to making Wilkins Miller an enjoyable place to work.
Q: What is your favorite band/genre of music/artist?
I guess you could classify my favorite music genre as Outlaw Country. My favorite artists right now are Whiskey Myers and Chris Stapleton.
Q: When not working, what do you enjoy?
I just love being outdoors, especially at the hunting camp or out on a boat.
Q: What is your favorite food?
Definitely a good steak cooked on the Green Egg.
Q: What one thing would you take on a deserted island?
Q: What is your favorite quote?
“I find that the harder I work, the more luck I seem to have.” – Thomas Jefferson
Q: What is an interesting fact about you?
My wife and I have the same birthday, and actually hung out for the first time while celebrating our 20th birthday with friends.
Q: What is your life goal/dream/aspiration?
Pretty boring, but my dream is to live a healthy, happy life with my family and friends. I hope to guide my children to be respectable and successful adults. Also, I hope to grow and find success in my profession and retire one day to spend time with family and travel.