There is a big difference between a product and a partnership. I seek to offer my clients the latter.
Isaac began his career with Allen & Company in 2004 and was named by his peers Most Outstanding Financial Advisor in 2011. In addition to serving his clients, Isaac mentors new advisors and leads the bi-monthly advisor meetings.
Isaac has a BS in Finance from the University of Florida and has earned the CERTIFIED FINANCIAL PLANNER™ and Certified Wealth Strategist® designations. He holds series 7 and 66 licenses, as well as Life, Health and Variable Annuities and Property and Casualty Insurance licenses.
Isaac enjoys spending time with his wife, Maribeth, and their four children, playing sports and fishing. As a member of Highland Park Church of the Nazarene, he devotes his time and talent to ministry opportunities. Isaac is a graduate of Leadership Lakeland and has been actively involved with Big Brothers Big Sisters and The Dream Center of Lakeland.
Check the background of this investment professional on FINRA BrokerCheck