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MEET OUR TEAM

Isaiah Headshot
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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 three professional designations in financial planning: CFP®, ChFC®, and CLU®, CLTC®, 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

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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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ChFC 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® (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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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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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.

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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.

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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.

Disclosure

Isaiah Edison is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #14009932), AZ, CT, FL, GA, ID, IL, IN, KS, MN, MO, NC, OK, OR, TX, UT, and VA. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Isaiah Edison is licensed and authorized to offer insurance in Arkansas, but Edison Wealth Strategies may not be. For additional information on Arkansas licensure status, please click here.

Isaiah Edison is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8905 S Yale Ave Ste 100, Tulsa, OK, 74137, 918-770-4886. In this regard, this communication is strictly intended for individuals residing in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, KS, MA, MN, MO, ND, NY, OK, OR, TX, UT, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Isaiah Edison is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AR, AZ, CA, CO, CT, FL, GA, ID, KS, MA, MN, MO, ND, NY, OK, OR, TX, UT, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Isaiah Edison is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

John Stagg II is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #4153134), FL, GA, IL, LA, MA, MO, NC, ND, OK, SC, TN, TX, VA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, John Stagg II is licensed and authorized to offer insurance in California, but Edison Wealth Strategies may not be. For additional information on California licensure status, please click here.

John Stagg II is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 8905 S Yale Ave Ste 100, Tulsa, OK, 74137, 918-671-9505. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DC, IL, LA, MA, NC, OH, OK, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

John Stagg II is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, DC, IL, LA, MA, NC, OH, OK, TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

Edison Wealth Strategies is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Edison Wealth Strategies nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
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  • About
    • Meet Our Team
    • Letter From Our Founder
    • Our Process
    • Our Strategic Alliances
    • Big Picture Plan Website
  • Expertise
    • Who We Serve
    • What We Do
  • Education
    • Newsletters
    • Videos
  • Contact Us
    • Schedule a Meeting
    • Location and Contact
    • Gain Insight
  • Client Login
    • My Big Picture Plan
    • My Account Details
    • My Donor Advised Fund

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