There is a big difference between a product and a partnership. I seek to offer my clients the latter.
Hoping for love and laughter in their lives, his parents named him, Isaac, and his sister, Charity. Isaac considers having the heart of a counselor and coach to be his most critical asset. He blends an appreciation of traditional finance with behavioral finance and understands the value of a partnership over a product.
After graduating from the University of Florida with a BS in Finance, Isaac began his career with Allen & Company in 2004. He obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2008 and is now pursuing the Chartered Financial Analyst® designation, having completed levels I and II. A graduate of Leadership Lakeland, he is proud to be most intimately connected with Highland Park Church of the Nazarene and the Dream Center of Lakeland.
He considers his family his greatest treasure. In the words of his late Grandfather, “the gift of love is the spice of life; fortunate is the man who weds a good wife.” He and Maribeth feel blessed with six children, Lincoln, Naomi, Titus, Kennedy, Quinn (in heaven), and Malachi.
A lover of the outdoors, sports and competition, Isaac is a marathoner, avid fisherman, tennis player, and bridge-playing enthusiast. Believing that one’s favorite author is often the best reflection of one’s self, he most admires C.S. Lewis.