Seth’s professional education includes attaining designations as a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) and a Certified Kingdom Advisor® (CKA®) . He is a member of the Financial Planning Association (FPA). Seth’s focus is in comprehensive and situational financial planning. He believes that having the right plan in place and being a good steward with what you have, that a balance in life is provided to allow clients to spend their time in more fulfilling ways.
James’ excitement about the markets has driven him to provide his clients with global access to the best investments and solutions available, while relieving some of their daily stress. He employs alternative strategies to mitigate risk and tactical allocations while working with asset management portfolios including stocks and bonds. James holds a Bachelors of Finance and a Bachelors of Real Estate Investment from the University of Missouri, Columbia, MO.
Larry has been passionate about bringing investment opportunities and a superior level of service to a sophisticated clientele. With over 30 years of expertise in the financial services profession, Larry delivers seasoned experience in customized strategies for his clients, specializing in Business Owners Succession Planning and Estate Planning. He is certified as a Life Underwriter Training Council Fellow (LUTCF) and Chartered Financial Consultant ® (ChFC®). He is an active member of the Financial Planning Association (FPA) and the Wichita Area Builders Association. Larry is the Founder of the Kansas Construction Network, and a former Director of the Wichita Life Underwriters Association.
Paul holds a Masters of Business Administration from Southwestern College and a Bachelor’s Degree in Psychology and a Minor in Communications from University of Kansas. He takes a comprehensive and consultative approach in providing clients with advice tailored to their individual needs. Paul utilizes his over 6 years of experience in the financial services industry, to help clients achieve their long-term financial goals; specializing in Asset Management, Retirement Planning and Insurance Planning.
Tim is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) serving family businesses, retirees, and executives with an emphasis on medical professionals on both the provider and supplier side. The CEPA credential is one of the most widely endorsed exit planning designations in the world. Tim is also an active member with the Financial Planners Association (FPA). Tim’s past experience includes work in both sales and operations with Johnson & Johnson, as well as a Division 1A baseball career at Baylor University. His practice is holistic and is focused on the outcomes we seek from money, not just the money itself. Tim believes one must rise above the short term “noise” that is blatant in modern media to overcome their own behavioral biases and achieve their long-term goals. This truly, is where a CFP® professional is most valuable. Outside of work, Tim spends as much time as possible with his beautiful wife Lauren, and their four daughters. He is obsessed with the perfect cup of coffee, and enjoys working out much more than he enjoys eating salads.
Rick Isaac is the President and Founder of Isaac Financial Services/Altitude Financial Planning. He founded the firm in 1995 after 10 years of experience as a CPA. He was a State Gold Medalist and National Award winner on the Uniform CPA exam. As a former CPA with an analytical mindset, Rick has a strong understanding of the various actions and recommendations needed to handle tax implications. Rick holds a master’s degree in Taxation and Accountancy from Arizona State University. He holds FINRA Series 7, 24, 31, 63, 65 and 99 securities licenses. He specializes in comprehensive financial and wealth planning, including retirement planning, asset management, risk management and education planning. His passion is helping clients achieve their individualized lifetime dreams. In his free time, Rick enjoys traveling, outdoor activities and spending time with his seven children and 11 grandchildren.
Liz holds a Bachelor of Science degree in Elementary Education and Teaching, Magna Cum Laude from Emporia State University. With her background in teaching, Liz is skilled in educating families as she assists them in building their financial freedom. She is also an active volunteer with Girl Scouts of Kansas Heartland.
Marti holds designations of Chartered Financial Consultant (ChFC®) and Retirement Income Registered Professional (RICP®). She helps her clients develop their retirement strategies and specializes in the design and management of Retirement Income Portfolios. With 30 years of Financial Services experience, she also consults on Estate Planning and Estate Settlements, the financial challenges of caring for a family member with Special Needs, and provides classes on Financial Education. Marti serves on the Board of Directors of the Sedgwick County Fair Association; and volunteers for the Arc of Sedgwick County and Girl Scouts Kansas Heartland.
Chris has been helping families define, achieve and maintain their financial independence since 2005, being previously employed after college as an engineering manager at Cargill. He believes that designing a comprehensive financial plan tailored to one’s most cherished goals, is the cornerstone of financial independence. Once such a plan is in place, the objective of the investment portfolio is to align itself perfectly with the plan towards reaching those goals successfully and on time. Chris also believes that an investors behavior is essential towards multi-generational financial success, striving to coach clients, their children and grandchildren in the virtues of faith, patience and discipline on their stewardship journey.
Specializing in Financial Planning and Retirement Planning, Bill is skilled in strategies to protect and grow wealth. Bill has a Business Management Degree from Friends University, Wichita, KS. He is a CERTIFIED FINANCIAL PLANNER ™ professional (CFP®) and is also a member of the Financial Planners Association (FPA).
Craig has been serving clients since 1981 in the financial services industry. He joined Rick at Isaac Financial Services, Inc. in 1999. Prior to that he worked with Prudential for 18 years in various capacities from Registered Representative, District Associate Manager and Regional Training Manager and always focused on helping others. He currently serves clients 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. In his free time, Craig enjoys woodworking, BBQ smoking and attending grandchildren’s activities. Craig and his wife, Becky, live in Derby, Kansas. They are blessed with three children and ten grandchildren.
Leslie’s registrations, licenses, and certifications include:
Series 6 Investment Company Products/Variable Contracts Limited Representative, Series 7 General Securities Representative, Series 63 Uniform Securities Agent State Law, Series 66 Registered Investment Advisor Uniform Combined State Law, and Life, Health & Disability Insurance. Education achievements for Leslie include a B.A. from Wichita State University – Biology and Chemistry. Some of his specialties and areas of interest are in Pre-Retirement Planning, Retirement Plan Rollovers (401K, 403B, IRA’s, Other Plans), Legacy Planning, Business Retirement Plans, and Individual and Institutional Investing.
Ryan partners with the Morris team as a registered financial advisor. His current licenses/registrations are Series 7 General Securities Representative, Series 66 Uniform Combined State Law, and Life Insurance. Ryan’s educational background consists of a Bachelor of Science in Exercise Science (Cum Laude) and a Master of Arts in Theological Studies (Graduate with Distinction) from Liberty University. For over 12 years, Ryan has worked as an ARDMS Registered Diagnostic Cardiac Sonographer for a leading Cardiology group in the Midwest. Ryan loves people, values the individual, believes in serving others, and wishes the best quality of life for all.
Mike has been serving clients since 1982. His registrations, Licenses, and Certifications include Series 7 General Securities Representative, Series 24 General Securities Principal, Series 65 Uniform Investment Advisor, Series 63 Uniform Securities Agent State, and Variable Life and Annuities, and Life, Health & Disability Insurance. Mike’s education from WSU includes a B.A. Degree in Education & Business and Masters Studies in Law & Business. Some of his professional course studies are Certified Funds Specialist, Investment Specialist Seminars, and Advanced Estate Planning.Mike offers specialties and services in: Pre-Retirement Planning, Retirement Plan Rollovers, (401k, 403b, IRAs, Other Plans), Retirement Income Planning, Wealth Preservation Planning, Legacy Planning , Plan Implementation & Monitoring, and regular comprehensive account reviews. He is accepting new clients from existing clients or by referral from CPA’s or Attorneys only.Each of you has received a gift to use to serve others. Be good servants of God’s various gifts of grace. 1 Peter 4:10 (NCV)
Larry has a BBA from Wichita State University and a Masters degree from Gordon-Conwell, S. Hamilton, Mass. His expertise as a financial advisor has been well received by families in the Wichita area as he has helped his clients with their income needs in retirement and in planning for retirement. Larry is a member of the Financial Services Institute, (FSI) and incorporates a dynamic wealth management approach that is customized to address the client’s unique financial needs and objectives. The following steps are a basic part of his process with clients: 1. Discovery – Understanding your personal, professional and financial life goals 2. Education – Discussion of the risk / reward characteristics of different asset classes and their contribution to the overall portfolio asset allocation. 3. Recommendation – Determining the optimal blend of investment vehicles to address your goals. 4. Active Management – Regular review of the portfolio’s performance and appropriateness of investment considering current economic and market conditions.
After graduation from Kansas State University in 1998, Matt taught mathematics and statistics at Manhattan High School and Cloud County Community College. He joined Cornerstone Financial in 2004 and obtained the CERTIFIED FINANCIAL PLANNER ™ (CFP®) certification in 2007. Matt provides clients with comprehensive financial planning, advisory and brokerage services.
While working with Matt Thiessen, Mariann enjoys providing exceptional service to clients and encouraging them to reach their financial and personal goals. Her extensive experience as an entrepreneur in jewelry and accessories has provided great business management skills. After graduation from Topeka, KS, Mariann has lived and traveled throughout the United States, including Hawaii. Mariann believes in being all that she can be and living up to her greatest potential, which is ultimately to benefit others.
Patty searches for ways to increase profitability and create efficiency. With over 30 years of experience in operations, human resources, public relations, marketing, and sales; she loves helping others succeed and does so with a positive attitude. Responsibilities include overseeing client communication and service, compliance, coordinating meetings, marketing projects; including public relations, special events management, advertising, and creating brand awareness. Patty also works with recruiting and retention efforts, and daily office management.
Becky joined Isaac Financial Services, Inc. in 2008 after raising 3 children and working from home as a medical transcriptionist. She has very strong organizational skills, is detail oriented and enjoys working with clients to ensure the processing of paperwork moves smoothly and without delay. In addition to putting up with Craig for 40+ years, she enjoys gardening and spending time with their three children and ten grandchildren.
Melinda graduated from Wichita State University with a Master’s in Communication Sciences and Disorders. She was a Speech Language Pathologist in the Derby public school system for 5 years before changing career path to work with Leslie Morris in the financial field.
Melinda enjoys working closely with clients and developing deeper relationships. She works diligently and meticulously on client operations to ensure the processing of paperwork for all clients moves smoothly and without delay. It is her goal that every client feels valued and respected, and that the quality of her work displays such.
With an extensive background in client operations within the financial services industry, Sara’s strengths are in facilitating account transfers, change of registration, money movement, assisting with financial plans, and problem solving. Sara is a challenge driven professional with impressive diligence to get the job done. She is able to successfully complete multiple tasks and takes great pride and pleasure in fulfilling client demands.
MarCella supports the Johnson Team. She has been an integral team member with the Johnsons for several years, providing day to day assistance in the Johnson’s downtown office location. She fields incoming calls, keeps appointments up to date, assists in preparing for client meetings, and coordinates client mailings and marketing projects. With her extensive organization skills and upbeat positive personality, MarCella maintains all aspects of the downtown office with ease.