Kylie Bos Achieves CFP® Certification, Advancing Isabella Wealth's Client Offerings
Isabella Wealth, a division of Isabella Bank, is pleased to announce that Kylie Bos, Trust Tax and Compliance Specialist, has earned the prestigious CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
“Our team is thrilled to announce that Kylie has earned the prestigious CFP® designation,” said Randy Dickinson, Senior Vice President and Isabella Wealth Manager. “This accomplishment reflects her dedication to providing the highest level of expertise and ethical standards in financial planning. As a CFP® professional on the Isabella Wealth team, Kylie brings a unique depth of knowledge and skill that will further enhance the services we provide to our clients and the community.”
Kylie brings over a decade of experience in investments, treasury, and wealth management. Her career journey has included such roles as Financial Planning Intern, Relationship Associate, and Accounts Payable Manager, culminating in her current role at Isabella Wealth, where she oversees trust tax and compliance processes. Prior to joining Isabella Wealth in 2023, she assisted with the administration of two investment portfolios at Central Michigan University.
Kylie earned her Bachelor of Business Administration in Finance and Management from Saginaw Valley State University and her Master of Business Administration with a focus on value-driven organizations from Central Michigan University. She has also completed the Dale Carnegie Leadership program.
Kylie is deeply committed to community engagement. She serves on the City of Midland Beautification Advisory Committee and volunteers her time with the Greater Midland Races and Midland Area Community Foundation Scholarship Selection Committee. Kylie resides in Midland with her husband, Jared.
About Isabella Wealth
Isabella Wealth is a division of Isabella Bank. The Isabella Wealth team can assist with financial planning investment strategies, life insurance offerings, tax planning, and trusts, including financial affairs due to physical or mental incapacity, and can serve as a conservator.
About the Corporation
Isabella Bank Corporation (OTCQX: ISBA) is the parent holding company of Isabella Bank, a state-chartered community bank headquartered in Mt. Pleasant, Michigan. Isabella Bank was established in 1903 and has been committed to serving the local banking needs of its customers and communities for over 122 years. The Bank offers personal and commercial lending and deposit products, as well as investment, trust, and estate planning services through Isabella Wealth. The Bank has locations throughout eight Mid-Michigan counties: Bay, Clare, Gratiot, Isabella, Mecosta, Midland, Montcalm, and Saginaw.