Skip to main content

Meet Our Team

Your Partners in Planning

We’re here to get to know you, understand your goals, and build thoughtful, risk‑managed strategies that support your long‑term financial well‑being. We look forward to serving you and helping you move confidently toward a more meaningful financial future.

portrait of the isabella wealth team 2025

Our Trust Team

Isabella Investment Services

Disclaimer : *Securities offered through Raymond James Financial Services, Inc., member  FINRA/SIPC, marketed as Isabella Investment Services and are not insured by any bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Isabella Investment Services, Isabella Wealth and Isabella Bank are separately owned and operated and not independently registered as broker dealers or investment advisers. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Links to external content or websites, if provided, are for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Check the background of your financial professional on FINRA's BrokerCheck.

Raymond James Privacy Notice

Raymond James Legal Disclosures (including Form CRS)