Isaiah originally joined Innovia Wealth Management as a client service advisor before being promoted to his current position of financial planner. He works closely with clients to help make sure their retirement plans are on track and that they will have the assets they need to live the life they want to. His day-to-day interactions can run from helping clients build a child’s credit profile to more complicated discussions around trust creation.
He brings an extensive background in financial services to his role at Innovia. Earlier in his career, Isaiah worked as a financial analyst for an investment holding company, as well as being an analyst/auditor for a company helping healthcare facilities operate more efficiently, and as a relationship banker.
Isaiah has a degree from Grand Valley State University in finance and business economics and did an insurance internship as part of his undergraduate studies.