‍Say Hello To

Yash Patel

Technology Associate

I graduated from Michigan State University in 2025 with a B.S. in Computer Science and a minor in Business Administration. Throughout my college career, I got involved with the AI Club, and became an Undergraduate Learning Assistant, which combined my interest in technology with a passion for helping others learn and grow.

Outside of that, you'll usually find me swimming, playing basketball, watching sports, traveling, and spending time with my cat. I’m always looking forward to planning my next trip as I want to visit every state in the United States.

Why I joined ISTO…

I joined ISTO because it felt different from day one. I saw a team that genuinely lives out the 'In Service To Others' mission, and doesn’t just talk about it. Everyone has welcomed me with a real commitment to growth, both as individuals and as professionals. I'm grateful to be part of a firm where giving back and personal development go hand in hand.

How I am In Service To Others…

I strive to keep the technology behind the scenes running smoothly, so our advisors and planners can spend their time where it matters most: with clients. By streamlining workflows and staying ahead of problems, I free up time for the team to focus on what they do best, whether that's coaching a family through a big decision or building out a plan. If I can remove a roadblock before someone even notices it, I know I’ve made a difference.

The Core Value I resonate most with at ISTO is…

Unwavering commitment to excellence and innovation...in everything we do. Coming from a computer science background and having spent most of my life playing basketball, I've been drawn to finding a better way to do things, whether that's automating a manual process, fixing something before it becomes a bigger issue. Both worlds taught me that improvement never really stops, there's always a sharper way to run a play or a cleaner way to solve a problem.