Beth joined Isabella Bank in 2022. She worked with individual and group retirement plans for 17 years at AIG Retirement Services before joining the banking side of business in 2019. She graduated from the University of Michigan and holds the Series 7 and Series 66 securities licenses. In addition, Beth holds the Life and Health Insurance licenses and the Chartered Retirement Planning Counselor designation.
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: *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.
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