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Meet Our Team

 

Bret CookBret Cook, RJFS Financial Advisor
 

“A solid financial plan starts with understanding each person’s unique goals while taking into consideration how to preserve wealth and build financial legacies.” – Bret Cook

Bret believes developing long-term financial goals is an essential piece in building a financial legacy. Since 1997, he has been helping people with their short-term and long-term financial goals. Bret has a series 7 and 63 licenses as well as being a licensed life and health insurance agent. He is actively involved in the Clare County Community Foundation, the Clare Rotary Club, the Clare Church of the Nazarene and the Clare Chamber of Commerce. Bret also serves as Chairman and volunteer for Clare & Gladwin County Junior Achievement, Little League & Soccer Coach, Farwell High School BusinessDepartment Advisory Board Member, and Farwell High School Mentoring and Job Shadow Program Volunteer.
  

989.386.4500
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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.
  

989.779.6201
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*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.
  

989.773.3585
shaunjacobs@isabellabank.com

 

Jane KielJane 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).
  

989.289.1129
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Michelle MeaseMichelle 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.
  

989.779.6204
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*Michelle Mease is not affiliated with Raymond James.

 

David MoscardelliDavid 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.
  

989.779.6317
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, an independent, registered broker/dealer.  Securities offered through Raymond James Financial Services are :

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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.