Client Service Specialist
With an impressive resume of client servicing experience, Isaac is working hard to help our clients achieve their wealth management goals. Isaac graduated from Oral Roberts University with a Bachelor’s degree in Marketing. After completing his degree, he worked for several years with a national communications company, receiving nationwide management and client service awards. Bringing this experience to the table, Isaac is eager to help us continue to provide top-notch client service. Isaac holds his Series 65 license.
Isaac is a lifelong resident of Tulsa. He has volunteered with the local non-profit, Working Together Simple Faith Ministries, which mentors underprivileged youth in Tulsa.