Join a Team That Puts
People First

In Service To Others

Our name defines who we are and what we do at ISTO, both as individuals and as a team.  We recognize we each have a significant role in providing world-class experiences for our team, clients, and communities. We are professionals who are In Service to each of these groups in unique ways by living our Mission, Vision, and Core Values every day.

We believe you can only perform as well as you practice.  We don’t believe in being just “good enough;” instead, we’re committed to being excellent.

This is why we have a dedicated Team & Community Specialist who drives team engagement and community impact by strengthening internal culture, coordinating events, supporting team members, and fostering meaningful connections that enhance both client experience and firm values.

Career growth is encouraged and actively planned for with ISTO's life coaches, alongside programs like Positive Intelligence® and Dream Manager.
“Work as a part of life” philosophy to encourage balance and boundaries.
Competitive compensation and benefits package.
As of 2026, nine team members have joined Paul & Chris as co-owners of ISTO.
Volunteer opportunities, gift matching, and community involvement days.
A proven commitment to listening to our team to create a culture where all can thrive.
Mission

To be In Service To Others by:
• Uncovering what is most important
• Building a clear picture of the future
• Exploring what is truly possible
• Empowering better decisions today to realize dreams tomorrow
Core Values

• Putting others first...always
• Surrounding ourselves with people of the highest character and
integrity
• Unwavering commitment to excellence and innovation...in
everything we do
• Simplifying lives

Vision

To serve our:
• Team with a world class culture...which allows us to serve our
• Clients with a world class experience...which allows us to serve our
• Community with world class commitment

What our team members say

"ISTO is a team united around a clear mission and enjoying the journey together."

"ISTO is a team united around a clear mission and enjoying the journey together."

Eddie Sharrak

Business Operations Specialist, Member since 2026

"The fact that ISTO sees the value in offering life coaching to both employees and clients is truly unique."

"The fact that ISTO sees the value in offering life coaching to both employees and clients is truly unique."

Jacqie Stone

Life Coach

"I love working with professionals who developed the most comprehensive financial plan in the industry."

"I love working with professionals who developed the most comprehensive financial plan in the industry."

Adam Legg

Wealth Planner, Member since 2026

"ISTO allows me to make a difference in the lives of my colleagues, my clients, and in my community."

"ISTO allows me to make a difference in the lives of my colleagues, my clients, and in my community."

Julia Maguran

Wealth Advisor

"Our team is genuinely committed to doing was is best for our clients."

"Our team is genuinely committed to doing what is best for our clients."

Jill Wall

Chief Investment Officer, Member since 2023

"The team at ISTO has lived out its name from the first day I joined in 2019."

"The team at ISTO has lived out its name from the first day I joined in 2019."

Josh Kinnee

Wealth Advisor, Member since 2024

Through the implementation of
our Every Dollar Plan
Our Clients Experience:

Mission

Vision

Core Values

A Unified Team

Be part of the team
simply say hello

What You Deserve
(248) 458-1100