Our Team

Ashlee Isaac, Executive Assistant

I grew up a small-town North of Jackson, I went to Leslie High School and graduated with the anticipation of moving away to a 4-year university. I chose Grand Valley State University to start my degree in Diagnostic Medical Sonography. I quickly came to the realization that Grand Valley and Sonography were not for me. I moved home after the year was over and started going to a school that was close to home. I also started working for an in-home care company in which I found a passion in helping people. Now after about a year I am expanding in the ways I help people by stepping into a financial assistance role.

Kaylee McCoy as Director of Marketing and Communications

I grew up in Hillsdale Michigan. I went to Spring Arbor University where I discovered my love for visual art. I love to make things look good and I have a passion for helping people wherever I’m needed. This began when I was in high school when my youth group would do service projects for our community. In my spare time you’ll usually find me holding an instrument or rehearsing for my next theater role. I love bringing joy to others and making them laugh. When I was in high school and college I was very involved in the music and film departments. I play the alto saxophone, bass guitar, ukulele and I love to sing.

Key Services

Advisory

We provide clear, concise advice and accurate execution in managing your assets. Semper Salutaris is partnered with AssetMark Trust Services to act as the custodian of your assets. We utilize many of their specialist money managers for their area of expertise to benefit you and your portfolio.

Consulting

We take the time to get to know clients in order to develop the best plan, and implement it confidently to ensure success. We take pride in offering individualized recommendations to each client to best achieve their goals.

Education

We take the time to ensure clients are informed regarding their personal finances and the strategies available to help them grow. We reinvest in the community in order to increase financial literacy.