Mike is passionate about problem solving and offering intuitive strategies. He’s driven to customize plans that address your unique and personal objectives, helping you sort through the complexities of investment and the emotion that comes with it. Together with Mike, you’ll discover the most important factors for effective decision making and planning.
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Matt starts every relationship with a new sheet of paper, taking time to listen and learn about you, your money and your future. As your financial partner, he will help you navigate the complexities of your household, maintain investment discipline by focusing on what can be controlled, and manage—through strategy— what cannot. Together with Matt, you’ll find answers to: Why do you save your money? What is your fiscal balance in life? What do you want from your wealth?
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Karen has been dedicated to providing service and support to both Mike and Matt’s clients since joining ISG in 2004. Karen believes that building strong client relationships is the key to a successful business. She enjoys helping service our clients’ accounts and values the many personal connections she has made over the years. Karen’s strength and expertise in ISG’s operations are what keep the office running smoothly and efficiently. When not at work, Karen spends her time volunteering or is with her husband and son.
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