Isabell Grethen

Isabell is responsible for the relationship management and administration of investment and trust accounts for high-net worth individuals, families, organizations and foundations. Isabell works closely with her clients to develop financial strategies that support both current needs and long-term goals.  

With eight years of experience in the financial services industry, Isabell has developed expertise in trust administration, wealth preservation, and goal-based financial planning. She is passionate about building meaningful relationships and helping clients and organizations preserve their wealth and achieve their financial goals.   

Outside of her professional work, Isabell stays busy as a mother of two young boys. She enjoys reading, spending time outdoors and making memories with her family. Isabell also values staying involved in community activities that bring people together.