President

Isaac is committed to helping his self-employed and small business owner clients make the most of their hard work. He spends the time needed educating his clients on the many tools that are available to manage their taxes and build assets to pursue their financial goals. He enjoys working through the unique challenges and opportunities that exist for entrepreneurs. Doing effective work for a business owner often means teaming with other professionals such as CPA’s, and Isaac embraces this collaborative approach.

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Financial Advisor

Marisa Ford is a financial advisor and environmental advocate with over eight years of experience in retirement planning. She specializes in advising both individuals and workplace retirement plans, with a focus on managing 401k relationships, supporting plan sponsors, delivering clear, practical education to participants, and overall financial planning.

Administrative Assistant

Tiffany Lapetina brings a thoughtful, people-first approach to everything she does. After building a foundation in administrative roles within the corporate world, she realized she wanted her work to have a more meaningful impact, helping others make confident, positive decisions about their lives and futures.