Associate Financial Planner
Isaac graduated from Washburn University in Topeka, Kansas with his Bachelor of Business Administration, double majoring in Finance and Entrepreneurship. Upon completion of his undergraduate studies, he went on to obtain his Masters in Business Administration through Washburn as well.
Isaac entered the financial services industry during his first year of college as a teller for a local Credit Union. In his second year of college, he transitioned to an internship in the insurance industry, which then led him to a full-time career in wealth management upon graduation. Isaac spent two and a half years analyzing, executing, and reconciling trades on behalf of the advisors he worked with. Throughout his experiences trading and working with advisors, Isaac quickly became interested in comprehensive financial planning.
Isaac joined Prism Financial Group in 2023 as an Associate Financial Planner. While he is currently studying for the CFP® Exam, he helps assist our Wealth Advisors with financial analyses, financial plan construction, and client servicing.
Isaac grew up in a small town just North of Topeka, KS and then moved to Overland Park after he graduated college with his dog, Lucy. Isaac enjoys spending any free time with his friends and family, as well as activities such as golfing, hiking, working out, lake days, or just about anything else outdoors. When he’s not outdoors, he enjoys cheering on the Kansas City Chiefs, Kansas City Royals, and Kansas State Wildcats.