Kylie joined Isabella Wealth in 2023 and leads the oversight of our tax and compliance processes. She brings a strong background in financial analysis and investment administration, having previously served as Payable Accounting Manager and Financial Analyst at Central Michigan University. In that role, she supported the management of two investment portfolios totaling $450 million.
Kylie earned her CERTIFIED FINANCIAL PLANNER® certification in 2024. She holds a Bachelor of Business Administration in Finance and Management from Saginaw Valley State University and a Master of Business Administration in Value-Driven Organizations from Central Michigan University.
Deeply committed to her community, Kylie serves on the board of directors for the READ Association of Saginaw County. She is also an active member of the Great Lakes Bay Estate Planning Council, the City of Midland Beautification Advisory Committee, and the 2025 class of the Great Lakes Bay Regional Alliance Institute for Leaders. Her volunteer work includes contributions to Midland County Habitat for Humanity, Greater Midland Races, and the Midland Area Community Foundation, where she serves as a scholarship reviewer.
