Isa Flores

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Isa Flores

Client Coordinator

Isa Flores serves the team as Client Coordinator for Oaks Wealth Management and Oaks Counseling Associates.

Among her duties, Isa manages client scheduling, coordinates client communications, and follows up after meetings to confirm next steps. She also provides administrative support to the advisory team, helping ensure that each client's experience is organized and consistent from one meeting to the next.

Isa is pursuing a degree in business, building on the practical experience she gains every day at Oaks. Her goal is to make sure Oaks Wealth Management clients feel well supported and that nothing falls through the cracks.