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 holds the CERTIFIED FINANCIAL PLANNER™ designation and the CHARTERED FINANCIAL ANALYST® Charter, one of the most highly regarded designations within the financial services industry. He holds Series 7 and 66 securities licenses, as well as Life, Health and Variable Annuity licenses. Isaac was chosen Allen & Company’s “Employee of the Year” in 2013
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 graduate of Leadership Lakeland, Isaac is proud to be most intimately connected with Highland Park Church of the Nazarene and the Dream Center of Lakeland, serving on the Advisory Board. A lover of the outdoors, sports and competition, he is a marathoner, avid fisherman, tennis player, soccer 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.