Financial Advisor
Isaiah@srpretirement.com
Isaiah was raised in Laurel, Montana—just a stone’s throw from Billings, in the heart of Big Sky Country.
He earned his Bachelor of Science in Business from Yellowstone Christian College and is currently pursuing his master’s degree in Family Financial Planning while preparing for the CERTIFIED FINANCIAL PLANNER® (CFP®) exam.
Isaiah’s interest in finance began at a young age, sparked by a fascination with saving money and watching it grow—an excitement that only deepened when he discovered the power of compound interest. That early curiosity led him to a career in finance. He began his professional journey in Bozeman, Montana, where he worked primarily with annuities and structured products. In 2023, he returned to Yellowstone County to work as a financial advisor. Drawn to Strategic Retirement Plans (SRP) for its collaborative team dynamic and genuine care for clients, Isaiah takes a holistic approach to financial planning—helping clients make informed decisions that consider their entire financial picture.
Beyond the office, Isaiah is involved at Faith Chapel, where he enjoys giving back through maintenance projects at Camp on the Boulder during the off-season.
In his free time, he loves traveling with his wife, Makayla—especially to Mexico—skiing throughout the Rocky Mountains, hitting the golf course with friends, and winding down with a good workout. The couple calls Laurel, Montana, home and are grateful to be part of the local community.
