Tricia focuses on client relationships, coordinating their financial needs along with their estate planning needs. In addition, Tricia is responsible for business development in the Great Lakes Bay Area. Tricia plays a key role in the development of our investment strategies.
Tricia joined Isabella Bank in 2018 and has worked in the industry since 1993. Tricia earned her Associates in Accounting from Mott Community College and her Bachelor of Business in Administration from Northwood University. She is an Accredited Fiduciary Investment Manager (AFIM), a Certified Fund Specialist (CFS), and a Certified Trust and Fiduciary Advisor (CTFA).
Tricia is a member of the Great Lakes Bay Estate Planning Council.
