Mike Davis, Trust Advisor, MBA
"A solid financial plan will ensure a successful future." – Mike Davis
Mike believes you must develop an investment plan and continue to monitor this plan to ensure that you are on track to meet your goals. In addition, a well-thought out estate plan is essential to provide financial security and peace of mind for you and your family. Mike is responsible for business development and providing trust services. Prior to joining Isabella Bank, Mike owned his own insurance agency for 15 years. He also brings with him 17 years of banking experience. Mike earned his Bachelor of Science degree in Business Administration and Masters of Business Administration from Central Michigan University. Mike is a member of the Northeastern Michigan Estate Planning Council.
Randy Dickinson, Vice President & Trust Officer, CTFA, CPA
"Investing is about balancing returns while controlling risks." – Randy Dickinson
Randy believes controlling risks is an important element to building a strong financial plan. Whether he is administering a trust or helping with an estate plan, creating a strategy to handle a family's estate, Randy tailors a plan to fit their individual situation. He graduated from Michigan State University with a Bachelor of Science in Business Administration. Randy is a Certified Public Accountant and Certified Trust Financial Advisor with 20 years of Trust experience. He joined Trust Services in 1994. He is actively involved with the Michigan Banker's Association Trust Management Group and Executive Group, a member of the Northeastern Michigan Estate Planning Council, and Mt. Pleasant Rotary Club.
Thomas C. Lanning, Trust Advisor
"Successful investing requires a disciplined plan to help reach your financial goals." – Thomas C. Lanning
Tom is very passionate about helping his clients reach their financial goals. He understands the importance of developing a solid plan. He will meet with you on an ongoing basis to make sure your investment strategy stays on target and will help you adjust your plan as your situation and goals change. Tom received his Bachelor of Science in Business Administration from Northwood University. He has been a financial professional since 2005, working in banking, trust services, and wealth management. Tom provides Trust Services in the Great Lakes Bay Region.
Michelle Mease, Vice President & Trust Officer, CTFA
"Together we can develop a financial plan to meet your goals." – Michelle Mease
Michelle is an experienced Trust officer that has a passion for helping people reach their trust and investment goals. She believes by truly listening to her clients, she can develop a comprehensive investment plan designed to reach their personal financial goals. Michelle received her Bachelor of Science in Business Administration degree from Central Michigan University in Personal Financial Planning and is a Certified Trust Financial Advisor. She has been a financial professional with Isabella Bank since 1994. She is a member of the Northeastern Michigan Estate Planning Council.