Our Team
Meet the Team
Ray Isaacs, AIF®, Owner
Registered Investment Advisor
Ray has served the Tri-State Area since 1983, following in the footsteps of his father, Paul, who first opened the doors of Isaacs & Associates in 1958. A Cincinnati native, he is proud to continue the legacy that his father started, providing professional financial planning services and investment advice for individuals and businesses in the community he loves.
As an independent advisor and founder of his own registered investment advisory firm, Ray has the freedom to offer a wide variety of advisory services and potential solutions for the unique needs of everyone he serves. He is passionate about helping people and loves to be a part of solving the retirement puzzles for those in his client family.
Ray has established over 1,800 client relationships in the area and is entrusted with over $150 million in assets. He is an investment advisor and holds Series 6 and Series 63 securities registrations, is an Accredited Investment Fiduciary® (AIF®), and is life and health insurance licensed in the states of Ohio, Kentucky, Michigan, Indiana, and Florida.
Ray and his wife, Karen, have three children. When not spending time with them, he enjoys snowmobiling, boating, and fishing. Ray and his family are parishioners at the Immaculate Heart of Mary Catholic Church, and he is also involved with the American Society for the Prevention of Cruelty to Animals.
Mary Lisa Lind
Relationship Manager
Mary Lisa has been with Isaacs and Associates for 13 years, and holds an Ohio Health and Life Insurance license. Mary Lisa coordinates the eMoney Retirement planning with clients and assists them through the process of income planning and distributions.
Mary Lisa is a graduate of the University of Cincinnati with a bachelor's degree in business administration. Her early career was in the banking industry, and then more recently in the insurance and retirement planning field. In her free time she enjoys spending time with her family, playing pickleball, and cycling. Mary Lisa and her husband are members of Guardian Angels Catholic Church, and she is involved as a volunteer at New Life Furniture Bank.