Isabelle Beg

Isabelle joined Fi3 in August 2022 after graduating from DePauw University. Isabelle graduated magna cum laude with Phi Beta Kappa honors as a Political Science major. Following graduation, she was accepted into the Orr Fellowship, which is a two-year fellowship program. As an Orr Fellow, Isabelle, and a cohort of other high-achieving students, were interviewed and matched with top companies in the Indianapolis area.

Isabelle currently holds the title of Analyst. Her day-to-day responsibilities include supporting the Lead Advisors in providing excellent client service. She is fascinated by the wealth management space and enjoys creatively solving problems for clients. Isabelle assists the Lead Advisors in ensuring that each client has the tools and foundation to realize their family’s financial and personal goals. She describes herself as a lifelong learner and approaches every day as a new lesson.

In her spare time, Isabelle enjoys running on the Monon trail and trying new restaurants in Indianapolis.

Isabelle Beg

About Fi3.