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.