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 six professional designations in financial planning: CFP®, ChFC®, CLU®, CLTC®, AEP®, and RICP®. 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 selected as Forbes/SHOOK 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.
Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024/
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.
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.
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.
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.
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.
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.
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 Church of Saint Mary.
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.
Matt Leahey serves as Associate Financial Advisor at Edison Wealth Strategies. Prior to joining Edison Wealth Strategies, Matt worked as a tax accountant. In this capacity, he assisted individuals and companies with Federal and State tax compliance and consulting issues. He also provided general tax planning, specifically analyzing tax impact.
In addition, Matt earned an Enrolled Agent designation from the U.S. Department of Treasury, Internal Revenue Service. He earned dual Bachelor of Business Administration degrees in Accounting and Finance from Southeastern Oklahoma State University. He holds the FINRA Series 7 and 66 Securities Licenses and Oklahoma Life, Accident & Health or Sickness Licenses.
When he is away from the office, Matt enjoys playing golf and cherishing time with his children, Piper and Westin. Matt and his loving wife Kelly reside in Broken Arrow, OK.
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.
Hailey brings a background in hospitality and event coordination to her role as Administrative Coordinator, where she ensures seamless office operations, supports new business processes, and enhances client service. With a degree in Psychology from Abilene Christian University, she combines strong organizational skills with a keen understanding of people, making her a valuable resource for both clients and the team.
Before stepping into the financial services industry, Hailey spent two years as a travel agent and a year as an event coordinator, honing her attention to detail and passion for creating exceptional client experiences. Outside of work, she enjoys traveling with her husband, Caleb, trying out new recipes in the kitchen, and keeping up with Formula 1.
8905 S Yale Ave, Suite 100
Tulsa, OK 74137