Our agents make us who we are.
David Isaac Founder
At David Isaac & Associates we specialize in servicing policy owners whose agents are no longer active with carriers. We have agreements with several insurance companies that we will contact their policy owners to review important time sensitive options that are available to them. We are focused on providing Insurance and Annuity services with the highest levels of customer satisfaction – taking your goals and providing a plan.
Ben isaac Ceo
Has been with our agency since 2004. Prior to becoming a sales agent he was involved with different aspects of our agency for several years.
Joshua Meyer CFo
Josh graduated from Indiana University in 2002 with a degree in Accounting and Finance. He has be helping clients within the Finance and Insurance fields from then on.
David thomas coo
David is a father of 6 and has been in the Client service industry for over 20 years, specializing in understanding Client needs and providing helpful solutions. Taking interest in the goals of each policy holder to maximize benefit and provide clarity on their coverage.
Dan carr
I focus on improving client's positions on life insurance, and I strive to help grow and protect clients' wealth over generations. I build my business on long-lasting relationships. By better understanding my clients' goals, I am able to provide them with a clear, personalized financial strategy that helps them address their financial needs. The programs I use are designed to help grow and conserve wealth by delivering an unprecedented level of personalized service and experience.
Tyler Burthay
After finishing his baseball career in college, Tyler pursued the financial industry obtaining his life license, series 6, and series 63. Before joining the David Isaac and Associates team, Tyler managed a team of agents specializing in helping middle income families learn financial concepts. Tyler now focuses on creating positive solutions for his clients by helping them navigate their individual financial situation.
Bob Sheese
Is a devoted husband and family man. Father of 3 and 8 amazing grandchildren. He holds a license in Life, health and property and casualty. With additional experience in long-term Care, Annuities and Viatical- settlements. He takes great pride in developing personal relationships with clients and has more than 35 years of experience providing guidance and outstanding customer service to clients and customers. He will take the time to get to know your family and their special needs and concerns. In addition, he ensures you understand exactly what products and services we offer that best meet your needs and goals. Or simply just take the time to explain what products you currently have set in place for your family.
KRIS akers
Kris is a licensed Life & Annuity producer blessed with the opportunity to work through the office of David Isaac and Associates since 2019. Kris has been in the customer service industry for over 20 years. He is the father of 2 wonderfully beautiful daughters, and has learned that patience, understanding, and listening are very important factors in home life and work life. Kris is dedicated to finding the right solution for his clients to meet their goals.
Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates.