About Isaac
As a client relationship specialist, Isaac supports the Norfolk office by onboarding new client accounts, maintaining existing relationships and working as a liaison between the advisors, custodians and clients, ensuring that requests are processed seamlessly and accurately. His passion for building authentic relationships and helping clients accomplish their financial goals motivates him daily.
Before joining Buckingham Strategic Wealth in 2022, Isaac held various roles within financial services and served in the U.S. Navy from 2015 to 2021. He is pursuing a Bachelor of Business Administration in financial planning at Liberty University.
Isaac lives in Chesapeake, Virginia, with his wife, son and their dog, Fitz. Away from work, Isaac enjoys training jiujitsu, vacationing with family in their RV and supporting his favorite teams, the Cincinnati Bengals, Cincinnati Reds and Ohio State Buckeyes.
As a client relationship specialist, Isaac supports the Norfolk office by onboarding new client accounts, maintaining existing relationships and working as a liaison between the advisors, custodians and clients, ensuring that requests are processed seamlessly and accurately. His passion for building authentic relationships and helping clients accomplish their financial goals motivates him daily.
Before joining Buckingham Strategic Wealth in 2022, Isaac held various roles within financial services and served in the U.S. Navy from 2015 to 2021. He is pursuing a Bachelor of Business Administration in financial planning at Liberty University.
Isaac lives in Chesapeake, Virginia, with his wife, son and their dog, Fitz. Away from work, Isaac enjoys training jiujitsu, vacationing with family in their RV and supporting his favorite teams, the Cincinnati Bengals, Cincinnati Reds and Ohio State Buckeyes.