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Isaac C. Shepherd*

Isaac C. Shepherd*

Managing Partner

Isaac Shepherd is managing partner and the general agent of HeritagePoint Financial Group, a general agency with the companies of OneAmerica®. As managing partner, Isaac is responsible for the recruitment, development and growth of the producer field force.

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 helping HeritagePoint's clients with a personal touch and an in-depth knowledge of strategies for their financial futures.

He has more than 12 years of experience working in the financial services industry. Before HeritagePoint, Isaac worked at JP Morgan and at the OneAmerica home office, where he grew sales and created agency training materials that were used nationally. His experience in sales and sales training gives him the ability to mentor his staff to provide some of the best service possible.

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.

When Isaac isn't working, he is busy spending time with his wife, Cassie, and children, Sawyer and Savannah. They enjoy anything they can do as a family, especially participating in church activities and exploring the outdoors.