Isaac Kline is a Financial Advisor with Waddell & Reed. He has more than 15 years experience training and educating in making important decisions. He believes that his prior experience as a Director of Operations and Vice President of Stores was a great foundation for his work as a financial advisor.
With an educational background in accounting, he has always had a passion for finance. Using sound financial strategies, Isaac helps his clients to make sense of the complexities that encompass making financial decisions.
With a mission to alleviate the stress and worry for individuals when making important financial decisions, his goal is to listen, understand and educate. Isaac has a passion for serving and working with people. He loves building lifetime relationships with his clients.
Isaac believes in the team approach, and has surrounded himself with other professionals. Together they aim to create comprehensive financial plans that can become financial blueprints for successful individuals and businesses.
Outside of business, Isaac is an active Scout Leader in his community, and has been for many years. Isaac is happily married to his beautiful wife Maryanna. Together they have 3 amazing children that love to hike, camp, and play together.