I have worked in the financial advisory industry for over 30 years, founding my own firm, Fisher Financial Partners, Inc., in 2004 to deliver pure, independent financial advice. In Paul Housey, I found a partner who shared the same vision for serving others. We launched ISTO in 2016 and honor our commitment to provide a world-class experience for our team, our clients, and our communities each and every day.

I graduated from Michigan State University in 1994 and earned the Chartered Financial Analyst (CFA) designation in 2000. I enjoy spending time with my family and friends, playing golf, hiking, and reading.  I serve on various non-profit boards in the area and have a true passion for mentoring youth. My wife, Lesley, and I reside in Lake Forest. We have three children: Danny, Jake, and Molly.

Why I joined ISTO…

Why I co-founded ISTO…

Paul and I founded ISTO in 2016 to create the “ideal firm”.  A firm where we could concurrently serve our team, our clients, and our communities at the highest level.

How I am In Service To Others…

How I am In Service To Others…

I consistently mentor our teammates as they execute ISTO’s vision of serving their fellow teammates, clients, and community in a world-class manner. As Chief Compliance Officer, my focus is to ensure each client is protected, and our firm and team members are in a strong compliance position within an ever-changing industry.

The Core Value I resonate most with at ISTO is…

The Core Value I resonate most with at ISTO is…

Simplifying lives. The core value that resonates most with me is simplifying lives.  Our team does an outstanding job compiling our clients’ entire financial life into a customized and understandable financial plan. With this clarity, our clients can focus their time and energy on those things most important to them, such as their family, friends, community, business, etc.   Every day, we strive to simplify the lives of others.

Meet More Team Members

Holly Burton

Executive Assistant to Paul Housey

Eddie Sharrak

Business Operations Specialist

Karole Lams

Senior Client Service Associate

Craig Einhorn

Client Service Associate

Jill Wall

Chief Investment Officer

Julia Maguran

Wealth Advisor

Kyara Gonzales

Operations Liaison

Tyler DeCoster

Director of Wealth Planning

Jenna Holzberger

Wealth Planning Associate

Erica Crosby

Client Service Associate

Josh Kinnee

Wealth Advisor

Madison Kukla

Team & Community Specialist

Sandra Noworul

Director of Coaching & Culture

Kayla Palmer

Client Service Associate

Adam Legg

Wealth Planner

Myah Burke

Operations Associate

Alexander Legg

Wealth Planning Associate

Katie Gillman

Senior Wealth Advisor

Kayla Smiley

Executive Assistant to Chris Fisher

Kara Mitchell

Director of Wealth Advising

Thomas Kaliszewski

Client Service Associate

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