Bret Cook, RJFS Financial Advisor
Mike Davis, Isabella Bank Trust Officer, 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.
*Mike Davis is not affiliated with Raymond James.
Randy Dickinson, Isabella Bank 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.
*Randy Dickinson is not affiliated with Raymond James.
Shaun Jacobs, RJFS Financial Advisor
“When investing it is important to address current and future needs while always keeping an eye on the long term goal for yourself and your family.” –Shaun Jacobs
Shaun believes that maintaining a long-term outlook when addressing financial goals is the cornerstone in building a healthy financial future for yourself and future generations. Shaun joined Isabella Bank in 2012 and is a graduate of Central Michigan University. He holds a General Securities Representative License (Series 7) and Series 63 as well as being a licensed life and health insurance agent. As a financial advisor, he will create individual investment plans tailored to meet the unique needs and financial goals of his clients.
Jane Kiel, RJFS Financial Advisor, MBA
Jane has been managing investments and building retirement dreams since 1994. She enjoys building balanced portfolios that consist of fixed income, individual stocks and mutual funds. Jane holds a General Securities Representative License (Series 7) and is a licensed insurance agent. She earned her Bachelor of Science in Accounting and Masters in Business Administration from Central Michigan University. She is a member of the Mt. Pleasant Lions Club, St. Michaels Catholic Church, Sanibel Captiva Conservation Foundation, Art Reach of Mid Michigan and serves on the board of HATS (Humane Animal Treatment Society).
Michelle Mease, Isabella Bank Assistant 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.
*Michelle Mease is not affiliated with Raymond James.
David Moscardelli, RJFS Financial Advisor, AAMS
“I approach financial planning with the heart of a teacher. I enjoy helping people to truly understand investing.” – David Moscardelli
David has been managing investments while providing investment advice since 2002. David holds several professional designations including AAMS (Accredited Asset Management Specialist), Series 7, 63, and 65 Licenses as well as a licensed life and health insurance agent and is a member of the Financial Service Institute. He is actively involved with the Mt. Pleasant Chamber of Commerce Executive Board, Le Tour de Mont Pleasant Race Coordinator, Mt. Pleasant Optimist Club and Mt. Pleasant Oilers Athletic Sports Boosters President as well as Dave Ramsey FPU Coordinator.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent, registered broker/dealer. Securities offered through Raymond James Financial Services are :
|Not Deposits||Not Guaranteed by Isabella Bank||Subject to Risk|
|Not Insured by FDIC or any other Government Agency||May Lose Value|
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Isabella Bank and Isabella Bank Investment & Trust Services is independent of Raymond James Financial Services, Inc. Trust Services are not affiliated with Raymond James Financial Services, Inc.