Isaac Shepherd is the managing partner of HeritagePoint Financial Group, a general agency appointed with the insurance companies of OneAmerica®. As managing partner, Isaac is responsible for the recruitment, development and growth of the producer field force.
He has more than 17 years of experience working in the financial services industry. He and his business associates help Midwest individuals, families and businesses maintain financial stability while preparing for their futures. Isaac believes in providing local service, which fuels his passion for supporting and sponsoring local youth through athletics and local 4-H groups.
Isaac has the following licenses: FINRA series 6, 63, 7 and 24 and life and health insurance, and accident. He also holds a bachelor's degree in finance from Anderson University and a graduate of Twin Valley South High School.
When Isaac isn't working, he is busy spending time with his wife, Cassie, and children, Sawyer, Savannah, and Sullivan. They enjoy anything they can do as a family, especially participating in church activities, the kid’s sports, and exploring the outdoors.