Isaac joined Ellenbecker Investment Group in May 2024 as part of the firm’s summer internship program and began working full-time in June 2025 as an Investment Operations Associate on Tammy’s team. In his role, he supports the investment process and works closely with advisors to help ensure a smooth and efficient client experience.
Isaac graduated from the University of Wisconsin-Whitewater with a degree in Economics. Since beginning his full-time career, he has obtained his Series 65 license, further strengthening his foundation in financial services.
Outside of work, Isaac values his faith, family, and personal wellness. He enjoys spending time with friends and family, playing board games, staying active at the gym, and spending time outdoors.