- B.S. in Financial Planning, Missouri State University
- CFP® Certification Education, Missouri State University, 2020
Isaac joined FAS as an Investment Adviser Representative in 2020. He assists in the development of client comprehensive financial plans. His primary duties include research, analysis and assemblage of financial plans and updates. Prior to joining FAS, Isaac interned at Northwestern Mutual for three years and worked as a Para-planner for an independent financial advisor in Springfield, MO.
- CERTIFIED FINANCIAL PLANNER™ certification (CFP®)
Additional information about Isaac is available on the SEC website at www.adviserinfo.sec.gov