Bautz Family Financial | Boynton Beach
Boynton Beach, FL
8198 Jog Road
Suite 205
Boynton Beach, FL 33472
Phone: 561.740.1200
Fax: 561.740.1201
Frank and Sheri Bautz
Financial Planners
Frank and Sheri Bautz
Finanical Planners
Frank and Sheri work with successful families who want to thoroughly enjoy their retirement, without the fear that they will run out of money.
They take all the time necessary to get to know their clients and understand their unique needs. As a result, they become trusted friends and advisors. As a result of their work, clients have confidence that their financial affairs are in order.
With concierge-level attention and skill, Frank and Sheri help their clients develop a clear vision for their retirement and help them become informed decision-makers.
Through their comprehensive five-step planning process, Frank and Sheri help clients with reliable income, assist with the protection of their principal, and plan for enough growth to outpace inflation. They help remove the worry that often accompanies retirement, and work hard to replace it with the confidence that comes from knowing financial affairs are in order. Our goal is to hear clients remark that they are happier, calmer, and enjoying life more.
Frank and Sheri have been a team in marriage and in business for 25 years. They received their Bachelors of Science and Master Degrees sitting side-by-side, and have worked as a team ever since.
Frank and Sheri bring synergy to financial planning that other teams only dream about.
Frank and Sheri live in Boynton Beach with their three children, Stephie (26), Joshua (23), and Hope (20). Frank is an avid marathoner, having completed 18 marathons and several triathlons. After cheering for Frank from the sidelines for many years, the entire Bautz family recently took to the course together and crossed the Disney Half-Marathon finish line, hand-in-hand.
Whether you are interested in increasing your income, securing your investments, protecting your spouse and family, or saving taxes, you can depend on Frank and Sheri for objective advice that focuses on your unique requirements.
For experienced financial advice, in a no-rush, personalized manner, please call Frank and Sheri at 561-740-1200 to schedule a complimentary consultation.
Sean Moore
Wealth Manager
Sean Moore
Wealth Manager
Sean Moore is a husband, father, and a Wealth Manager at Merit. Sean has spent his entire career helping others in the financial services industry. With more than 20 years of experience, he brings a wealth of knowledge and experience to the table.
Sean is a CERTIFIED FINANCIAL PLANNER™ practitioner and has also earned the professional designation of Chartered Financial Consultant (ChFC). Prior to joining Merit, Sean served as the Vice President and Senior Advisor at a retirement planning firm where he helped hundreds of clients face the complexities of planning for and transitioning into retirement.
Sean has been featured on NBC, CBS & Lifetime television, the Sun-Sentinel, Palm Beach Post, and Miami Herald and is a regular contributor to U.S. News & World Report on the topic of financial planning. He is frequently quoted in national publications such as Forbes, Business Insider, Market Watch, Yahoo Finance, Investopedia, and others.
Sean lives in Boca Raton, FL where he enjoys traveling and spending time at the beach with his wife, Tiffany, and their two daughters.
Troy Katterheinrich
Relationship Manager
Troy Katterheinrich
Relationship Manager
Troy Katterheinrich is a Relationship Manager for Merit, focusing on serving clients by building meaningful relationships and caring for their financial planning needs. He enjoys listening to what is important to our clients, then assisting the advisor in building a unique, comprehensive financial plan with the purpose of pursuing our clients’ personal goals. Troy received his Bachelor’s Degree from Palm Beach Atlantic University in Finance. Troy likes to spend time with his wife, Hope, and son, Kaleb. Also, Troy is passionate about his involvement in his local church, golf, and surfing.
Kandy Hillan
Client Service Manager
Kandy Hillan
Client Service Manager
Kandy Hillan is a Client Service Manager for Merit, focusing on servicing client needs and maintaining excellent client relationships. Kandy enjoys providing clients the assistance they need to fulfill their financial requests. Kandy received her Bachelors of Science in Business Management from Washburn University in Topeka, Kansas. Kandy likes to bake, volunteer at church, and spend time with family and friends. She loves living close to the beach.