Isaac is Executive Assistant to the management team at Outcome Private Wealth, where he has been a member of the team for one year. He works closely with leadership to improve efficiency and support the delivery of premium Wealthcare to the firm's clients.

Isaac studied Financial Planning and Wealth Management at Utah Valley University and holds the Series 7 and Series 66 securities licenses, along with the Combined Life, Health, and Accident Insurance Producer License. An Accredited Financial Counselor® (AFC®), he's currently pursuing the CFP® designation and is scheduled to sit for the exam in November 2026.

Outside of the office, Isaac enjoys time with his wife and their daughter. He and his wife are avid marathon runners — both are finishers of the 130th Boston Marathon. The family also loves rock climbing, camping, skiing, and anything else that's a good excuse to be outdoors.