Meet Our Team

Randy J. Dickinson, CPA, CTFA

Wealth Manager, Senior Vice President

As Wealth Manager, Randy works with our high net worth individuals and corporate clients in the areas of investment management, estate planning, and trust administration.  Randy has worked with clients for since 1993 helping them meet their financial goals.  Randy worked as a Certified Public Accountant for Ernst & Young before joining Isabella Bank in 1993.

Randy earned his Bachelor of Science from Michigan State University. Randy is a Certified Trust and Financial Advisor, and Certified Public Accountant.

He is past chair and current member of the Michigan Bankers Association Trust Management Group and Great Lakes Bay Estate Planning Council.  Randy is a Mt. Pleasant Rotarian, St. Mary’s Board member, and Mt. Pleasant Community Foundation Development Committee member.  

Michelle L. Mease, CTFA

Trust Manager, Vice President

Michelle has a key role in the leadership of our wealth management services. Michelle is responsible for the management of investment accounts, estates, and trusts. In addition, she oversees the trust operations and is responsible for business development.

Michelle started with Isabella Bank in 1994. She started her investment career as a Financial Advisor, holding the Series 7 and Series 63 securities licenses. She transitioned to Trust Services in 2000. Michelle earned her Bachelors of Science from Central Michigan University in Personal Financial Planning. She is a Certified Trust and Financial Advisor.

Michelle is a member of the Great Lakes Bay Estate Planning Council and serves as the Treasurer for the William and Janet Strickler Nonprofit Center. 

JoAnna Keenan

Senior Trust Officer, Vice President

JoAnna focuses on building client relationships while coordinating their financial and estate planning needs.  In addition, JoAnna is responsible for business development in the Great Lakes Bay Area.

JoAnna joined Isabella Bank in 2020 and has worked in the trust industry since 1992.  She is responsible for the management of investment accounts, estates, and trusts. JoAnna earned her Bachelor of Science in Business Management from Ferris State University.  She has completed Cannon Trust School I, II, and III. 

She is a member of the McLaren Bay Medical Foundation Board of Trustees and the Great Lakes Bay Estate Planning Council.

Daniel P. McKune

Trust Officer, Vice President

Dan focuses on business development in the Saginaw and Great Lakes Bay Area. Dan joined Isabella Bank in 2022.

Prior to joining the bank, he worked in the trust industry, working with high net worth clients. His background includes estate planning and investment management. Dan also worked in the non-profit industry, working for the Catholic Community Foundation of Mid-Michigan and the Catholic Diocese of Saginaw. 

Dan earned his Bachelor of Science in Sociology from Excelsior University and Associate's degree from the University of Maryland. He is serving as the President of the Rotary Club of Saginaw and trustee of the United Way of Saginaw County. In addition, he is a member of the Knights of Columbus, American Legion and Great Lakes Bay Estate Planning Council. 

Rachelle Coffland, CTFA

Trust Officer

Rachelle focuses on estate and trust administration. In addition, she works with clients and manages investment management accounts.

Rachelle started in the banking industry in 1991. Rachelle worked as a Personal Banker at M&I Bank in Wisconsin for five years before joining Isabella Bank in 2000. She earned her Associates from Delta College in Legal Studies and earned her Bachelor of Science in Business Administration from Baker College. Rachelle is a Certified Trust and Financial Advisor. 

She serves on the board for the Mt. Pleasant Kiwanis Club and Great Lakes Bay Estate Planning Council. 

Tricia Watson, AFIM, CFS

Trust Portfolio Manager

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 Certified Trust and Financial Advisor (CTFA). 

Tricia is a member of the Great Lakes Bay Estate Planning Council.

Misty Condon

Trust Specialist

 

Deb Wentworth

Trust Specialist

Deb works closely with clients, assisting with administering trusts, estates, and investment management accounts. She has experience in special needs administration working with clients throughout the state.

Deb earned her Bachelors of Science in Management and Marketing from Central Michigan University. In addition, she earned her Masters of Science in Business Administration from Central Michigan University. She has completed Cannon Trust School I, II, and III.  Deb joined Isabella Bank in 2010. 

She is an active volunteer for the Sacred Heart Athletic Association.

Hali Williams

Trust Operations Supervisor

Hali works diligently in trust operations and administration. She assists the team by completing account documentation, and working on special projects. 

She earned her Bachelor of Science degree in Community Development from Central Michigan University. Hali completed Cannon Securities Operations School I.

Hali is a varsity volleyball coach for Chippewa Hills High School. 

Hali joined Isabella Bank in 2015.

 

Kirrah Thayer

Trust Operations Specialist

Kirrah is responsible for the recordkeeping of accounts, posting transactions, settlement of trades, and processing distributions. Kirrah is also responsible for setting up new accounts and transferring assets.

Kirrah is pursuing her bachelor’s degree in Business Administration and Management. Kirrah is a member of the Mid Michigan College National Honor Society. Kirrah completed Cannon Securities Operations School I.

She joined Isabella Bank in 2018 and joined Isabella Wealth in 2020.

Breonna Meyer

Trust Operations Specialist

Breonna provides administrative support to the team. Her primary role is to assist trust operations, provide client support, and prepare account documentation.

Breonna is pursuing her Bachelor’s degree in Business Administration with a concentration in Finance. 

She joined Isabella Bank in 2018 and joined Isabella Wealth in 2021.

Dawn Marquiss

Trust Operations Specialist

Dawn provides administrative support to the team. Her primary role is to assist trust operations, provide client support and prepare account documentation. 

Dawn earned her Associate of Applied Science in Finance and Banking Management from Delta College. 

She joined Isabella Bank in 2022 and has worked in the trust industry since 1987.