Isaac Towne
Client Services Associate at Team Financial Strategies
Based in Dallas-Fort Worth, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Dallas-Fort Worth
Industry
Financial Services
Company size
12
Contact information
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i•••••••@teamstrategiesonline.com
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Background
About Isaac Towne
Isaac graduated from Letourneau University in 2013 with a degree in Mechanical Engineering with minors in Math and Applied Sciences. In an Engineering Economics class under a professor that was a former day trader, Isaac found he had more of a passion for seeing the bigger money picture than for the Engineering projects themselves. He spent almost 6 years as an Engineer, over 4 of those in Sales and Marketing with roles as Estimator and Inside Sales Manager. He found himself consistently discussing financial literacy with co-workers and decided to start pursuing a career in Finance. His passion for helping others eventually led him to become a Public Educator for 3 years where he enjoyed simplifying complex math topics and integrating financial literacy into advanced secondary and middle school math class projects. Isaac joined the Granbury office of Team Financial Strategies in August 2022 as a Client Service Associate. At Team Financial Strategies, he can utilize his passion for helping others and his love of personal finances to serve customers! Isaac believes that everyone has unique needs/goals and loves to hear clients' stories as they are on their journey to optimize their finances.
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