In the wealth management firm, Isaac Evers stands out as OakBridge's Paraplanning Director.
With his roots in Kaukauna, WI, and currently residing in Madison, WI, Isaac embarked on his journey as a strategic planner assistant with a deep conviction that financial planning is crucial for pursing life's goals.
Isaac's transition to OakBridge Wealth Management was motivated by a desire for a more direct and flexible approach to client service, free from the constraints of larger organizations. This move signifies a commitment to leveraging his experience to directly benefit clients.
Holding licenses in Health, Life, and securities (SIE, 6 and 63) with LPL Financial. Showcasing his dedication to professional growth and excellence, Isaac is also actively pursuing his CFP® designation through ASU.
At home, his life revolves around Loki, his beloved English Cream Golden Retriever. Isaac also enjoys the tranquility of Northern Wisconsin, where family cabin retreats offer a cherished respite.