James’ excitement about the markets has driven him to strive to provide his clients with global access. 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.
With an attitude of service and an eye toward the future, Greg helps clients by creating financial plans, developing personalized investment strategies and providing ongoing guidance to help them stay on-track to their goals. Greg was raised in Wichita, and has served on the national Board of Trustees for Hope for Life/Herald of Truth, as an Elder for his church, and the local boards of Christ@work, and his local Rotary Club. Greg has also served on the board and continues to be involved with Carpenter Place Girl’s Home, “Rebuilding Families, Restoring Lives” and serves in the Finance Ministry. He is a Certified Kingdom Advisor®, equipping him to explore faith and values and provide advice to Christians from a uniquely Biblical perspective.
Greg is the Founder of Carr Wealth Management in affiliation with CoreNorth.
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.
Ben is a graduate of Wichita State University with a degree in Business Administration, majoring in Finance. He is passionate about taking an individualized approach to walking alongside, and optimizing wealth for the individuals, families, and businesses he shares life with. Through extensive work in the non-profit world, Ben has cultivated an immense appreciation for business owners and service professionals doing impactful work in their communities. Ben is also passionate about working alongside non-profit organizations and community leaders to find ways to cultivate healthier businesses and multiplied impact in the community. As a former college athlete, Ben possesses a very competitive edge and strong commitment to excellence in everything he does. When he’s not working to serve individuals and families, Ben loves to play golf and spend time with his wonderful wife, Brittany.
Rick has a strong understanding of the various actions and recommendations needed to handle tax implications. 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.
Rick is the President and Founder of Isaac Financial Services/Altitude Financial Planning in affiliation with CoreNorth.
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 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.
Specializing in Financial Planning and Retirement Planning, Bill has been a Financial Advisor for 20 years. His value promise is integrity, commitment, flexibility and kindness. His greatest joy is spending quality time with his 6 grandchildren. Bill has a Business Management Degree from Friends University, Wichita, KS. He seeks to help successful families grow and protect their wealth for future generations by designing long term diversified investment strategies built within a planning process.
Chris is dedicated to helping families and small businesses define, achieve, and maintain financial independence through careful stewardship of their blessings. Chris is a veteran of the US Army having been stationed in Schofield Barracks Hawaii as part of the 25th Infantry division. After serving, he attended Kansas State University majoring in Industrial Engineering and working with Cargill as the Engineering Manager of their Further Processing business unit. Chris transitioned into financial services in 2005 and has been serving the needs of clients in that capacity ever since. Understanding that an investors behavior has significant influence on long term financial success, Chris believes in the virtues of faith, patience, and discipline for his clients to reach their most cherished financial goals. The cornerstone of these virtues is a multigenerational financial plan that adopts itself to life and its varied obstacles and rewards. With such a plan in place, focus moves to designing a portfolio perfectly aligned with that plan over the coming years and decades.
Zach is a recent college graduate from Wichita State University with a degree in Business Management and minor in Human Resources. During Zach’s first two years of college, he bowled for the Newman Jets. Zach’s mission is to make himself available whenever a client might have a concern or question to prevent emotional decisions the stray away from the financial plan in place. In his free time, Zach enjoys socializing with friends, bowling, and reading stock reports.
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. 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. 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 offers a wide range of services in personal and business retirement planning, advisory accounts, stocks, bonds, mutual funds, ETFs, fixed and variable annuities, life insurance, and college savings plans. His goal and responsibility are to go above and beyond your expectations in meeting your needs, and to understand your entire financial picture, not just a portion. Ryan seeks continual knowledge and growth in the industry, while building genuine and lasting relationships with his clients. Ryan is a football & baseball alumni of Butler County CC, and a baseball alumnus of Liberty University.
Paul comes to CoreNorth with over 15 years of experience in insurance. He recently joined his father Tim in the financial services industry, and believes that this has been the best professional decision of his life. Paul greatly values working with clients, fostering relationships, and building a holistic plan to steward and meet a client’s financial goals. He lives in Leawood, Kansas with his wife Leah and children James and Anna. He also spends time working with Tim and the CoreNorth team in Wichita.
“Rejoice in the Lord always. I will say it again: Rejoice!”
Tim has over 25 years of experience helping clients pursue their personal and financial goals. He is knowledgeable in comprehensive financial planning, with expertise in custom investing. He enjoys working with his clients to achieve and maintain a comfortable retirement, regardless of market conditions. Tim is a former president of the board of directors for the Wichita Ronald McDonald House, Inc. With his wife, Valerie, Tim attends Riverlawn Christian Church. He also enjoys reading, bicycling, traveling, golfing, and spending time with his grandchildren in Leawood and Miami.
Larry’s 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.
Debra helps with serving our clients. She holds a B.S. in Communications from Abilene Christian University. Married to Greg since 1988, she brings a loyalty and attentiveness to our clients that is appreciated by all.
Debra was raised in Nigeria, Cameroon, and Kenya as the daughter of missionaries before serving with her husband and two of their daughters in Uganda in the mid-90’s. Over the years, Debra has enjoyed involvement in many student ministries, benevolent ministries and other serving opportunities through her church.
Helen is passionate about serving others through the development of close relationships and routinely going above and beyond to meet their needs. Her sixteen years in customer service and data management, along with being bi-lingual, allow her to achieve unparalleled success when working with clients and their families. Along with these experiences, Helen incorporates her inherent organizational skills and attention to detail towards efficient and effective completion of the tasks she engages. This same desire to learn has given her the opportunity to study overseas in Sydney, Australia pursuing her passions in music, leadership, and personal growth. With her remaining time Helen loves spending time with her husband and daughter.
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 in serving clients.
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.
Jocelyn enjoys providing exceptional service to clients with cheerfulness and willingness to go above and beyond in all areas. Her extensive background in the financial services industry has provided tremendous client facing skills. Jocelyn holds a Bachelor of Science degree in Business Administration from Southwestern College, and takes great pride in maintaining a welcoming environment for clients and assisting in keeping client operations seamless and up to date.
Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA and SIPC to residents of AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, IN, IA, KS, KY, MD, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NY, NV, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. CoreNorth Capital Planning, LLC and Cambridge are not affiliated. Neither Cambridge nor CoreNorth provide tax or legal advice. Investing regular amounts steadily over time (dollar-cost averaging) may lower your average per-share cost. Periodic investment programs cannot guarantee profit or protect against loss in a declining market. Dollar-cost averaging is a long-term strategy involving continuous investing, regardless of fluctuating price levels, and, as a result, you should consider your financial ability to continue to invest during periods of fluctuating price levels.