Isaiah is dedicated to helping clients navigate their financial journeys with confidence, consistency, and a strong attention to detail in his role as a Financial Advisor with Reganess Wealth Management Group. He works closely with individuals, families, and business owners to help ensure every aspect of the financial planning process is thoughtful, seamless, and tailored to each client’s unique goals. Known for his servant-hearted approach, Isaiah is deeply committed to going above and beyond for others and takes pride in building meaningful, long-lasting relationships with the clients and families he serves.
With a diverse professional background, Isaiah brings a disciplined, solutions-oriented mindset to financial services. Prior to joining the industry, he spent nearly a decade as a logistics supervisor, where he developed expertise in managing complex operations, problem-solving, and maintaining efficiency in fast-paced environments. His natural ability to learn quickly, retain information, and simplify complex concepts has also made him passionate about teaching, educating, and mentoring others both professionally and personally.
Isaiah believes in taking a holistic approach to financial planning, helping clients align their financial goals with the broader vision they have for their lives, families, health, and future. This mindset extends beyond his work, as he is passionate about personal growth, wellness, and living with purpose. He is actively involved in his church community and participates in a men’s group focused on leadership, accountability, and becoming productive, impactful men within society.
A graduate of North Carolina A&T State University, Isaiah earned his Bachelor of Science degree while competing on a five-year football scholarship and serving as team captain for three years. He also completed minors in Entrepreneurship and Financial Planning for Families, further strengthening his foundation for a career in wealth management and financial planning.
As part of his continued professional development, Isaiah currently holds his SIE, Series 7, and Series 66 licenses, along with his Life Insurance License, Health Insurance License, and Long-Term Care License. Isaiah is also a candidate for the CFP® certification and plans to take the exam in 2026, reflecting his ongoing commitment to helping individuals and families build comprehensive financial strategies for the future.
Outside of work, Isaiah enjoys spending time outdoors bird hunting with his dog “Rogue”. coaching youth sports on the weekends and relaxing with his family and pets. Whether in the office or in his personal life, he brings dedication, positivity, and a genuine passion for helping others succeed.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
