Skip to main content
  • Stefanie Isaksen

    Meet Stef, Your Wealth Management Consultant & Founder 

    I started Ivy Way Placements because I’m emphatically driven by challenges—I thrive on them. I love pushing my limits and reflecting on how far I’ve come. I’m fiercely competitive with myself, but at the same time, I genuinely enjoy helping others succeed. So much so that I decided to make it my business. I believe that if you can help, you should; every time, every where, for anyone, whenever possible. Pay it forward and karma will pay it back.


    If people are lucky enough, someone, like me, comes along and lends them a hand. Introduces them to "their kind" of people. The kind that wait to hold the door open for you, when they see you coming. 


    I get the pleasure to work with over 80 different RIA firms in the US. All of them, CEOs, CFOs, COOs, owners, founders, etc., are people that I genuinely love helping. We chose to work together because we want to. We enjoy each other's company, believe in each other's mission, support each other's business, and trust each other's judgement of characters. 


    I can hold the door open for you too. You'd be surprised by whose numbers are in my phone. I've never been shy about making friends. Because at the end of the day, money and status don't impress me. I don't care what your title is, what kind of car you drive, or what your family name is. I care about helping anyone who is willing to work hard, do the right thing, and strive to be better.

    Job Openings
First things first

After an initial consultation meeting, I will assess your needs and goals to see if we can help. If you're a crappy candidate or firm, we'll agree to walk away respectfully. If all goes well, we'll take you on as a client or candidate and get to work. You will not be late or disrespect of anyone's time. If you do, then you're out of the club.

Get your game face on

Either put up or shut up. We can help you develop a game plan based upon your goals, but ultimately you're the one pulling the trigger. Whether it be your exit strategy or marketing strategy. As long as we make sure that we are both on the same page, it shouldn't be hard to do.

Winning together

I will prepare you with presentations and backgrounds on our clients or candidates before every meeting. After debriefing from your interviews and/or meetings, we will come away with a deeper understanding of what it is that you are really looking for. Recalibrating and fine tuning after each session.

Money can't buy you time. You can earn more money, but when time is spent, it is gone.

A few things to consider...

Cultural alignment is the key to long term success and career growth. If you're not happy with your current firm, then leave! Why are you wasting your time? Life is too short. We will develop an exit strategy, create a timeline, and walk you through it. You will have our full support every step of the way.
Working alongside people you admire and who want to see you succeed is one of the greatest feelings in the world. No one wants to dread going to work. Waking up Sunday and getting sick to your stomach thinking about Monday. Or work alongside of shmucks and people who don't care about quality. We will make sure that you are surrounded by likeminded people who want to see you grow.
Growth in the right direction may not always mean more money, but a better opportunity. Look at the whole picture and not just compensation. Your quality of life is worth more than a paycheck. If it means that you make less money, but you are working from home, happier, more productive, and a better employee, would you not take that trade in? In the long run, climbing the ladder in the right environment, with the right people is what matters most.

The Secret Sauce

Much about success is just the result of simply the ability to follow up, follow through, and finish what we started. It’s the next opportunity that keeps us motivated.

Janeen Leite

Executive Search Consultant

Janeen Leite

Finance & Insurance

Executive Search Consultant

Melissa Flaherty

Compliance & Legal Services

Executive Search Consultant

Terrence Martin

IT & Project Management

Request More Information

  • Please let us know what information we can provide.