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Meet Our Team
Isaiah Edison, CFP®, ChFC®, CLU®, CLTC®
Founding Partner and Wealth Advisor
Jack Stagg
Partner and Wealth Advisor
John R. Fitzpatrick, III
Financial Professional
Matthew Leahey, EA, LSA
Director of Financial Strategies
Patti Mauldin
Director of Service and Operations
Isaiah Edison, CFP®, ChFC®, CLU®, CLTC®
Founding Partner and Wealth Advisor
As founding partner and wealth advisor, Isaiah has partnered with clients since 2009, helping them reach their long-term financial objectives. He primarily works with physicians and their families, highly paid professionals, pre-retirees, and retirees. His down-to-earth nature and educational approach helps clients feel confident about their decisions to keep their “Big Picture Plans” moving forward.
Isaiah holds three professional designations in financial planning: CFP®, ChFC®, and CLU®. With the help of his professional resources, he offers an unmatched base of knowledge and experience in law, taxation, accounting, business, insurance, finance, and philanthropic planning. Isaiah is a Qualifying Member of the Million Dollar Roundtable Top of the Table. In 2023, he was voted Forbes number 1 Financial Securities Professional in Oklahoma. Prior to his work in wealth advisory, he graduated from Oklahoma Wesleyan University with a Bachelor of Science degree in Financial Economics/Accounting.
In his free time, Isaiah enjoys teaching, coaching, skiing, golfing, and being a “Dallas Cowboys Super Fan.” He has been married to the love of his life Tiffany since 2011, and they have two amazing kids (Savannah 10 and Noah 6). Isaiah practices what he preaches by making time with his family a priority. He also enjoys being involved in the community through organizations such as The Tulsa Estate Planning Forum (TEPF), The Financial Planning Association (FPA), and Anthem Church.
Isaiah's Designations
CERTIFIED FINANCIAL PLANNER™ (CFP®)
For more than 30 years, the CERTIFIED FINANCIAL PLANNER™ certification has been the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
Designed for immediate, real-world application, the financial planning strategies taught in the Chartered Financial Consultant®(ChFC®) program prepare designees to advise a full range of potential clients on a diverse set of financial matters.
Chartered Life Underwriter® (CLU®)
For nearly 100 years, the Chartered Life Underwriter® (CLU®) designation has helped insurance and financial professionals seeking the knowledge they need to succeed in the life insurance field. Through the program, designees gain an in-depth understanding of the practical, legal, and ethical aspects of life insurance and learn how to provide the best solutions to a modern and diverse clientele facing a range of risks and financial situations.
1Data provided by SHOOKResearch, LLC.Data as of 12/31/21. Source: Forbes.com(July, 2022).Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings (including the Best-In-State Financial Security Professional rankings), which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. The ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management, sales figures, and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help individuals choose the right FSP and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.
The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Jack Stagg
Partner and Wealth Advisor
In many ways, Jack has always been a “coach” and loves to help others improve. He is a firm believer in building good habits to achieve long-term success, which is one of the key principles he helps instill in his clients. With over 100 years of family experience, he's proud to carry on his family's legacy and help his clients make wise decisions so they can live their most abundant lives.
He earned his bachelor's degree in sports management from the University of Oklahoma Price College of Business. Jack is a member of the Tulsa Estate Planning Forum and Christ the King Parish.
When Jack is not working you can find him traveling to a new place with his wife Hailey, walking their dog Winston, watching or reading about OU football and the OKC Thunder, or coaching basketball.
Matthew Leahey, EA, LSA
Director of Financial Strategies
Matt has recently come to EWS with 10 years of tax planning and compliance experience as an Enrolled Agent. He has recently become a licensed service assistant and is pursuing other relevant designations in the coming years. Matt is responsible for financial information and analysis, financial coordination, and client service assistance. His bachelor’s degrees in Accounting and Finance from Southeastern Oklahoma State University gives him a well-rounded background in assisting our advisors with client planning needs. Matt spends his time being a dad to Piper and Westin and loving his wife, Kelly.
John R. Fitzpatrick, III
Financial Professional
Over the course of a long and distinguished career, John has held numerous
positions that required an elevated level of responsibility, leadership, and
trust. From a financial perspective, John has served both public and private
companies as CEO, CFO, Managing Director, and Board Member. John was
entrusted to manage $800 million budgets and was relied upon for his ethical
and diligent approach to financial planning, specifically linking goals and
objectives to measurable performance metrics.
He has served as President & CEO of companies with over 800 employees
and operational budgets of $850 million. John also developed strategic and
tactical planning and leadership skills as a fighter pilot with the Tulsa Air
National Guard, where he earned the distinction of Top Gun graduate from
the Air National Guard Fighter Weapons Instructor School in 1985. After
fourteen years of service, John retired from the Air Guard and has also served
as a Tulsa Police Reserve Officer for eleven years, where he graduated
Valedictorian from the Tulsa Police Reserve Academy in 2005.
John’s 42 years of business experience enables him to provide professional
financial services to business owners, families and individuals. John is
focused on helping individuals and families with retirement income planning
and enjoys spending his efforts working with veterans and their families
looking to plan for their financial security.
John’s 42 years of business experience enables him to provide professional
financial services to business owners, families and individuals. John is
focused on helping individuals and families with retirement income planning
and enjoys spending his efforts working with veterans and their families
looking to plan for their financial security.
John is currently enrolled in the American College of Financial Services’
Chartered Financial Consultant (ChFC®) course and earned his Master’s in
Criminal Justice and a Graduate Certificate in Cybercrime Investigation and
Cybersecurity from Boston University in 2018. He has been married to his wife
Luanne for over 38 years, and is the proud father of two daughters, Kelli
Johnson and Ashlee Glover.
Patti Mauldin
Director of Service and Operations
Patti has over seven years’ experience completing service requests for clients. She is also in charge of bookkeeping, special projects, and day-to-day operations at EWS. She enjoys spending time with her son and their long-haired Dachshund named Rudy. She also has a daughter, son-in-law and two granddaughters who live in Texas.
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