Get to know our team of professionals.

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Debra Briguglio
Vice President, Trust Officer and Secretary of the Corporation
- Over 25 years in estate planning, retirement planning and trust services
- Legal/Estate planning assistant, 1985-2000
- Graduate of Cannon Trust School
- Community Activities
Meet Debra
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Andre L. Buckley
Assistant Portfolio Manager
- Over 10 years management experience
- Licensed agent: life, health and accident, property and casualty insurance
- Master’s of Business Administration, Finance, Saginaw Valley State University
- Level 1 Candidate in the Chartered Financial Analyst (CFA) program
- Community Activities
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Kay L. Cooper
Vice President, Director of Operations
- Over 25 years experience in banking and trusts, with 15 years focused on trust operations
- Tri-Star focus: trust operations and securities processing
- Former assistant vice president and trust officer, manager, retirement plans division, Citizens Bank
- Graduate of Saginaw Valley State University, bachelor’s degree in business administration in management
- Certified Retirement Services Professional, Institute of Certified Bankers, 1997
- Graduate of Cannon Employee Benefit School, 1997
- Community Activities
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Renee Elliott
Trust Administrative Assistant
- Over 7 years experience as an Administrative Assistant
- Graduate of Frankenmuth High School
- Currently pursuing a Bachelor's Degree in Accounting from Baker College
- Three time Employee of the Month; Thelen, Inc.
- 2007 Employee of the Year; Thelen, Inc.
- Community Activities
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Patty Enfield
Investment Officer
- Over 35 years of banking and trust experience, 20 years directly related to investment management
- Former assistant vice president and portfolio manager, Citizen’s Bank Wealth Management, East Lansing
- Community Activities
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Claudia A. Flattery
Director of Human Resources
- Over 10 years experience in financial accounting
- Over 6 years experience in human resources
- Graduate of the University of Florida, Bachelor’s of Science, Accounting, with honors
- Graduate of Eastern Michigan University, Master’s of Science, Information Systems
- Community Activities
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Scott L. Freeman
Chief Investment Officer
- Over twenty years experience in portfolio and wealth management
- Former Senior Relationship Manager with PNC Wealth Management and Portfolio Manager
with the Private Client Group at National City - Graduate of Western Michigan University, both Bachelors and Masters of Business Administration.
- President of Beta Alpha Psi, national accounting honorary.
- Chartered Financial Analyst designation.
- Member of the CFA Institute and the CFA West Michigan Society
- Community Activities
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Teresa A. Gerhardt
Trust Administrative Assistant
- Over 3 years experience in trust administration
- Over 12 years experience in the service and customer relations industry
- 4 years of experience in private club management
- Graduate of Saginaw Valley State University with a Bachelor of Arts in English
- Completion of Cannon Trust 1 from Cannon Financial Institution
- Community Activities
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Jane L. Hagen
Vice President, Director of Retirement Plans
- Over 22 years experience in banking and trusts/investments directly related to employee
benefit plans and personal trust accounts - Former vice-president and trust officer, Citizens Bank, 1987-2000
- NASD Series 6 / State Sec. 63 Licenses
- Michigan Life Insurance License
- Michigan Health Insurance License
- Graduate, Accredited Investment Fiduciary (AIF), Center for Fiduciary Studies
- Graduate, Cannon Trust, Employee Benefit School
- Graduate, Delta College, business administration
- Member of ASPPA & Attends Annual ASAPPA 401(k) Summit
- Graduate of Great Lakes Bay Leadership Institute
- ASPPA Retirement plan Fundamentals I Certificate
- Community Activities
Meet Jane
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Laura A. Janson
Employee Benefits Assistant
- Over 5 years experience in management and customer relations industry
- Over 3 years experience in administering employee benefit plans
- Graduate of Saginaw Valley State University
- Former financial associate with Thrivent Financial for Lutherans, 2005-2007
- Community Activities
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- 10 years experience as Trust Officer/Administrator for personal/charitable trusts, probate estates, investment management accounts and IRA’s
- Former Assistant Vice President/Trust Officer, Citizens Bank Wealth Management, East Lansing/Jackson
- 27 years experience as a Deputy Probate Register with Ingham County Probate Court in the estates/guardianship divisions, with 2 years experience as a Certified Court Reporter
- Graduate of Cannon Trust School
- Attended Lansing Community College and Baker College of Jackson
- Community Activities
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Jack Kidwell
Vice President, Trust Officer
- Over 20 years of trust administration, estate and charitable planning services experience
- President and Partner of The Corinthian Group, LLC
- Graduate of Valparaiso University with a doctorate in law and Bachelor of Arts degrees
- Graduate of the National Graduate Trust School
- Certified Financial Services Counselor Designation since 1989
- Community Activities
Meet Jack
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Mary Jo Krick
Vice President, Trust Officer
- Over 30 years experience in banking and trusts
- Former vice president and trust officer, Citizens Bank, 1984-2004
- Certified Trust and Financial Advisor (CTFA)
- Graduate of Personal Trust School and Advanced Trust Investments, Cannon Financial Institute
- Graduate of Northwood University
- Community Activities
Meet Mary
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Shelby Meadows
Marketing Assistant
- Over 4 years experience in sales
- Over 2 years experience in event planning
- Graduate of Saginaw Valley State University, Bachelors of Business Administration in Marketing
- Community Activities
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Thomas J. McCarrell
Vice President, Investment Officer
- Over 30 years experience in trust investments, portfolio management, endowments and retirement plans
- Former vice president and senior portfolio manager at Comerica Bank , 1979-2010
- Graduate of Spring Arbor University, Bachelor of Arts in Business, Minor in Art
- Chartered Financial Analyst Designation, CFA Institute, Charlottesville, VA
- Dale Carnegie Institute in Human Relations graduate
- Cannon Institute for Trust Sales Graduate
- Community Activities
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Robert J. Miller
Vice President
- Over 20 years experience in financial management
- Graduate of the University of Detroit, Bachelor of Arts
- Chartered Financial Analyst (CFA), CFA Institute, Charlottesville, Va.
- Community Activities
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- Over 5 years experience in administering trusts and estates
- Over 3 years experience in the practice of law, including probate
- Graduate of the University of Michigan, Bachelor of Arts
- Graduate of Wayne State University Law School, JD; LLM in Taxation
- Community Activities
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Bobbi L. Putman
Financial Planning Assistant
- Over 6 years experience in trust administration
- Bachelor’s degree in business administration, accounting from Baker College of Flint, Mich.
- Associate’s degree in accounting and computer information systems from
Baker College of Flint, Mich. - Community Activities
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Drewe L. Robinson
Investment Officer, Registered Representative
- Over 21 years experience in the brokerage industry
- Former investment advisor, Merrill Lynch, 1991-2004
- Bachelor’s degree in business communication and organization, Concordia College, St. Paul, Minn.
- Community Activities
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Danielle R. Rousseau
Trust Administrative Assistant/ Account Opening Specialist
- Over 6 years in trust administration
- Over 13 years of management experience in the customer relations and service industry
- Legal and estate planning assistant experience
- Community Activities
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Gina Ruhlig
Jr. Employee Benefit Administrator
- Over 10 years experience in administering Employee Benefit Plans
- Over 5 years experience in Management and Customer Relations Industry
- Graduate of St. Mary's College, Notre Dame, IN
- Assistant Trust Administrator for Citizens Bank Wealth Management 2003-2009
- Executive Assistant Maier & Associates Financial Group, 2009-2010
- Community Activities
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Scott W. Wagasky
Vice President
- Over 20 years combined experience in Business Development & Relationship Management in the Wealth Management and Contract Furniture Industries
- Former Principal and Director of Business Development at Grand Rapids based AMBS Investment Counsel
- President of Lake Michigan Estate Planning Council
- Graduate from the Seidman School of Business at Grand Valley State University, Masters in Business
- Graduate of Eli Broad School of Business at Michigan State University, bachelor’s degree in Marketing
- Community Activities
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Sandra K. Worner
Vice President, Director of Financial Planning
- Over 24 years as a CPA, with over 8 years focused on personal financial planning
- Earned CFP® designation in 2008
- Graduate of the University of Illinois, Bachelor of Science, Accounting, high honors
- Graduate of Executive MBA program, Northwood University
- Community Activities
Meet Sandy
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