Originally from St. Louis, Isaac returned home after earning his degree in Finance Technology from Creighton University. His background combines financial planning with the growing role technology plays in how people manage and understand their finances.
Isaac has more than five years of industry experience with a focus on retirement planning, tax aware income strategies, and portfolio management. He enjoys helping clients think through decisions and stay aligned with their long-term goals.
Outside the office, Isaac likes staying active through snowboarding, soccer, golf, and hiking, and he enjoys cheering on St. Louis sports teams.