Team

Rick Isaac

Posted by on Aug 15, 2013 in Team | Comments Off on Rick Isaac

Rick Isaac

Rick Isaac, President of Isaac Financial Services, Inc., has been serving clients for nearly 30 years. He founded Isaac Financial Services, Inc. in 1995 after 10 years of experience as a CPA. Rick holds a master’s degree in taxation and accountancy from Arizona State University, as well as FINRA Series 7, 24, 31, 63, 65, and 99 securities licenses. He is a member of the Financial Planning Association® and specializes in asset management, legacy planning, tax efficiency, and retirement planning. In his free time, Rick is a volunteer coach for high school and youth athletes in track and field,...

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Brian Little

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Craig Melsoni

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Craig Melsoni

Craig Melsoni joined Isaac Financial Services, Inc. in 1999. He currently serves as Vice President of Operations and is located in the Wichita, Kansas, office. He holds a Certificate in Financial Planning from The American College and FINRA Series 6, 7, 24, 63, and 65 licenses. His industry experience includes working with Prudential where he qualified for numerous company and industry honors. In his free time, Craig enjoys woodworking and golfing. Craig and his wife, Becky, live in Derby, Kansas. They are blessed with three children and ten grandchildren. Contact Craig at...

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