About
Issie brings warmth, enthusiasm, and a thoughtful, solutions-oriented mindset to her work with clients. As a key member of our team, she handles a wide range of administrative responsibilities, including answering client inquiries, managing account maintenance, opening new accounts, overseeing document organization, and facilitating asset movement. Issie also serves as a liaison with third parties, helping to ensure seamless communication and timely resolution of both client and internal requests.
Outside of work, Issie is a passionate artist who enjoys printmaking, ceramics, and painting. She finds inspiration in nature and loves to travel whenever she gets the chance.
Experience
Issie spent most of her formative years growing up in London, England, before returning to the U.S. to attend Emporia State University. There, she graduated Summa Cum Laude with a Bachelor of Science in studio art and a minor in psychology. During her time at ESU, she distinguished herself as an award-winning collegiate debater and served as an administrative assistant to the Director of Debate.
Following graduation, Issie worked in administration and education at the nonprofit Blue River Forest Nature Sanctuary. She also developed extensive experience in customer service through various roles in the hospitality industry—experience that continues to inform her attentive and relationship-driven approach to client care.
Licenses & Certifications
Certified Public Notary - Missouri
Securities Industry Essentials Exam, 2024
FINRA Series 7, General Securities Representative Registration, 2025