Izaac is a Certified Financial Planner® professional with Raymond James and is the branch manager for Financial Strategies Inc and Bluffton Financial Planning, boutique wealth planning practices aligned with Raymond James Financial Services. He helps implement investment strategy that is centered around achieving goals. The team accomplishes their mission by knowing their clients, understanding their unique goals and developing thoughtful, tax-efficient strategies geared toward you, the investor.
Izaac earned his undergraduate degree from Peru State College while serving in the United States Air Force. He continued his educational pursuits by earning his MBA from Bellevue University. Izaac was a rated air traffic controller and spent five years in Afghanistan managing air traffic operations and training other controllers. Izaac holds a life, accident and health insurances license, a FINRA 7, 9, 10 and 66 registrations, and he was awarded the coveted Certified Financial Planner® designation from the Certified Financial Planner Board of Standards.
Izaac’s wife Marisa, who is a B-52 pilot serving in the United States Air Force. She received her astronautical engineering degree from the United States Air Force Academy and she earned her graduate degree in space operations from Embry Riddle University. Marissa continues to serve as a Lieutenant Colonel in the Air Force and she is characterized by her loyalty, her drive, and her commitment to family and country. Izaac has two children, Tinley and Toben, who are a blessing to everyone who knows them.
Izaac’s began his career in financial services in 2013 and has thoroughly enjoyed serving his clients and building lifelong relationships over the years. His practice primarily focuses on retirement planning, income planning, tax planning and wealth preservation. He enjoys solving problems and addressing pain points that arise as individuals, families and business owners transition from the accumulation phase to the distribution phase of their lives. He is committed to robust planning ensuring that his clients understand where they are today and what goals they seek to achieve. Izaac enjoys spending his time with his family, at the gym, and engaging with clients to ensure their financial goals and objectives.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.