Eric Isakson

At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means.

We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace. My primary goal is to understand what is truly important to you with respect to your financial goals, then use my established process to help you achieve each goal. Whether you want to achieve a work-optional lifestyle, save for a child's college education, reduce taxes or plan for an unexpected life event, I can help. I look to earn your trust and partner with you throughout your lifetime to help achieve your goals. I attended Indiana University Bloomington and graduated in 1999 with a bachelor's degree in public management. I earned an MBA from the University of Phoenix in 2007. Before joining Edward Jones, I spent 11 years working for a family business. I have served in many leadership capacities and am a limited partner with Edward Jones. I received the ChFC® and the AAMS™ designations. The Chartered Financial Consultant (ChFC®) designation is offered by The American College of Financial Services. This designation is earned by completing a rigorous curriculum covering topics such as investment strategies, retirement planning, estate strategies, tax-sensitive investment strategies, insurance, and risk management. Holders of the ChFC® designation are recognized for their comprehensive knowledge and ability to provide tailored financial advice to individuals, families and businesses. This designation signifies a commitment to ongoing education, ethical practice and delivering value-driven solutions to help meet diverse financial needs. My senior branch office administrator, Kathy Burns, is dedicated to providing you with the highest level of service possible. She received her FPQP® designation. Please don't hesitate to call on her with administrative questions concerning your statement, dividends, stock certificates or your account in general. At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.