Naomi Isner, CIM
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Beginning her career in finance in 1989, Naomi has unparalleled experience, and has successfully navigated her clients through many life changes and challenging market cycles. She holds the Chartered Investment Manager designation, and is also a licensed Portfolio Manager, which allows her to make discretionary investment decisions on her client’s behalf - a distinct advantage in the ever-evolving world of wealth management. This designation was awarded based on Naomi’s sound business ethics, proven investment management skills, and her continuing commitment to professional education.
Naomi has a focused desire to help others. She applies her skills and dedication to helping clients develop strategic investment plans for their future.
She takes a collaborative approach, working alongside her clients and their other professionals as needed. Above all, she is a strong believer in the value of educating her clients, a commitment designed to help them feel confident about their financial decisions. This, Naomi believes, goes a long way towards helping them sleep better at night. Naomi strives to build meaningful client relationships, rooted in compassion and authenticity.
Outside of work, Naomi is a proud mother, and in her spare time she is an avid gardener and skier.