ASSOCIATE PLANNING ANALYST

Isaac is an Associate Planning Analyst with Mosaic whose duties begin with the initial onboarding of a client. His responsibilities include the gathering, processing, and review of a wide variety of tax, legal, business, and financial data. This data is then used to develop balance sheets, entity maps, and cash flow models that serve as the foundation of our customized financial/business plans.

Isaac Joined Mosaic after graduating with a Bachelor’s in Finance and a minor in Marketing from the University of Houston.

Outside the office, he enjoys listening to classical music, learning new languages, and spending time with his wife and daughter.