Meet Our Team

Photo of Isaiah Edison

Isaiah Edison, CFP®, ChFC®, CLU®, CLTC®, AEP®

Founding Partner and Wealth Advisor

Photo of Jack Stagg

Jack Stagg, CFP®, ChFC®

Partner and Wealth Advisor

Photo of Matthew

Matthew Leahey, EA

Associate Financial Advisor

Photo of Patti Mauldin

Patti Mauldin

Director of Client Service

Photo of Isaiah Edison

Isaiah Edison, CFP®, ChFC®, CLU®, CLTC®, AEP®

Founding Partner and Wealth Advisor

As founding partner and wealth advisor, Isaiah has partnered with clients since 2009, helping them reach their long-term financial objectives. He primarily works with physicians and their families, highly paid professionals, pre-retirees, and retirees. His down-to-earth nature and educational approach helps clients feel confident about their decisions to keep their “Big Picture Plans” moving forward.

Isaiah holds five professional designations in financial planning: CFP®, ChFC®, CLU®, CLTC®, and AEP®. With the help of his professional resources, he offers an unmatched base of knowledge and experience in law, taxation, accounting, business, insurance, finance, and philanthropic planning. Isaiah is a Qualifying Member of the Million Dollar Roundtable Top of the Table. In 2023, he was voted Forbes number 1 Financial Securities Professional in Oklahoma. Prior to his work in wealth advisory, he graduated from Oklahoma Wesleyan University with a Bachelor of Science degree in Financial Economics/Accounting.

In his free time, Isaiah enjoys teaching, coaching, skiing, golfing, and being a “Dallas Cowboys Super Fan.” He has been married to the love of his life Tiffany since 2011, and they have two amazing kids (Savannah 10 and Noah 6). Isaiah practices what he preaches by making time with his family a priority. He also enjoys being involved in the community through organizations such as The Tulsa Estate Planning Forum (TEPF), The Financial Planning Association (FPA), and Anthem Church.

Isaiah's Designations

CERTIFIED FINANCIAL PLANNER logo

CERTIFIED FINANCIAL PLANNER® (CFP®)

For more than 50 years, the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

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Chartered Financial Consultant logo

Chartered Financial Consultant® (ChFC®)

Designed for immediate, real-world application, the financial planning strategies taught in the Chartered Financial Consultant® (ChFC®) program prepare designees to advise a full range of potential clients on a diverse set of financial matters.

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Chartered Life Underwriter logo

Chartered Life Underwriter® (CLU®)

For nearly 100 years, the Chartered Life Underwriter® (CLU®) designation has helped insurance and financial professionals seeking the knowledge they need to succeed in the life insurance field. Through the program, designees gain an in-depth understanding of the practical, legal, and ethical aspects of life insurance and learn how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.

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CLTC logo

Certification for Long-Term Care® (CLTC®)

The "Certified in Long-Term Care" (CLTC®) designation, established in 1999, focuses on extended care planning. It equips professionals with the skills to address the impact of longevity on clients’ families and finances, emphasizing proactive strategies to mitigate the emotional and financial challenges of long-term care through tailored plans that ensure security and peace of mind.

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AEP logo

Accredited Estate Planner® (AEP®)

The AEP® designation is an advanced, graduate-level certification in estate planning. It is earned by professionals who already hold recognized credentials in various estate planning disciplines and embrace a collaborative, team-based approach. This designation is awarded to individuals who meet rigorous standards in experience, knowledge, education, professional reputation, and character.

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Isaiah's Family

1Data provided by SHOOKResearch, LLC.Data as of 12/31/21. Source: Forbes.com(July, 2022).Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Photo of Jack Stagg

Jack Stagg, CFP®, ChFC®

Partner and Wealth Advisor

In many ways, Jack has always been a “coach” and loves to help others improve. He is a firm believer in building good habits to achieve long-term success, which is one of the key principles he helps instill in his clients. With over 100 years of family experience, he's proud to carry on his family's legacy and help his clients make wise decisions so they can live their most abundant lives.

He earned his bachelor's degree in sports management from the University of Oklahoma Price College of Business. Jack is a member of the Tulsa Estate Planning Forum and Christ the King Parish.

When Jack is not working you can find him traveling to a new place with his wife Hailey, walking their dog Winston, watching or reading about OU football and the OKC Thunder, or coaching basketball.

Photo of Matt

Matthew Leahey, EA

Associate Financial Advisor

Matt has recently come to EWS with 10 years of tax planning and compliance experience as an Enrolled Agent. He has recently become a licensed service assistant and is pursuing other relevant designations in the coming years. Matt is responsible for financial information and analysis, financial coordination, and client service assistance. His bachelor’s degrees in Accounting and Finance from Southeastern Oklahoma State University gives him a well-rounded background in assisting our advisors with client planning needs. Matt spends his time being a dad to Piper and Westin and loving his wife, Kelly.

Photo of Patti

Patti Mauldin

Director of Client Service

Patti has over nine years of experience in managing client service in the financial industry. Patti is responsible for assisting clients in all aspects of service, and also manages the new business process for life, disability, and long term care applications. She enjoys spending time with her son and her long-haired Dachshund named Rudy. She also has a daughter, son-in-law and two granddaughters who live in Texas.