Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.
MBA, AAMS®
Isaiah was drawn into the Financial Industry by a passion for delivering exceptional service in every endeavor. Proficient in navigating the complexities of the financial landscape, Isaiah brings a dynamic and proactive approach to the team. Outside of work, Isiah enjoys hiking, travel, and spending quality time with his wife and pets.
Katie is dedicated to improving our client experience. With experience in customer service, Katie believes that client care is the cornerstone of every interaction. She approaches every task with our clients' needs prioritized, ensuring that their satisfaction remains paramount. This guiding principle shapes every aspect of her work, driving her to consistently strive for excellence and exceed expectations.
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