Get To Know Our Team of Professionals
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Debra L. 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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Matthew E. Brege
Vice President, Investment Officer and Director of the Greater Lansing Market
- Over 10 years experience in client relationship and investment management
- Former Client Advisor & Director within the Institutional investment Group of PNC Bank
- Graduate of Alma College, Bachelor of Arts in International Business
- Graduate of Walsh College, Master of Science in Finance
- Community Activities
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Andre L. Buckley
Portfolio Manager and Trading Officer
- Over 10 years management experience
- Licensed agent: life, health and accident, property and casualty insurance
- Master of Business Administration, Finance, Saginaw Valley State University
- Level 1 Candidate in the Chartered Financial Analyst (CFA) program
- Community Activities
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Stacey L. Butzin
Relationship Associate
- Over 10 years experience in trust administration, personal trusts, probate estates, investment management accounts and IRAs
- Office Manager, Skiba Financial Consultants, 2010-2011
- Assistant Vice President & Trust Officer, Citizens Bank , 2004-2010
- Graduate of Northwood University, Bachelor Degree in Business Administration
focus on Management - Certified IRA Services Professional (CISP)
- Certified Trust & Financial Advisor (CTFA) designations
- Community Activities
E-mail Stacey
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 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 nine years experience as an Administrative Assistant
- Graduate of Frankenmuth High School
- Currently pursuing a Bachelor Degree in Finance from Baker College
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Patty A. Enfield
Portfolio Manager and Investment Compliance officer
- Over 35 years of banking and trust experience, 20 years directly related to
investment management - Former Assistant Vice President and Portfolio Manager, Citizens 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 six years experience in human resources
- Graduate of the University of Florida, Bachelor of Science, Accounting, with honors
- Graduate of Eastern Michigan University, Master of Science, Information Systems
- Community Activities
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Teresa A. Gerhardt
Relationship Associate
- Over six years experience in trust administration
- Over 12 years experience in the service and customer relations industry
- Four years of experience in private club management
- Graduate of Saginaw Valley State University with a Bachelor of Arts in English
- Graduate of Cannon Trust School
- Certified Trust & Financial Advisor (CTFA) designations
- 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
- Member of Inforum (Professional Women's Alliance)
- Graduate of Great Lakes Bay Leadership Institute
- ASPPA Retirement plan Fundamentals I & II Certificates
- Community Activities
Meet Jane
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Laura A. Janson
Employee Benefits Assistant
- Over six years experience in management and customer relations industry
- Over five years experience in administering employee benefit plans
- Over two years experience in financial services
- Graduate of Saginaw Valley State University, Bachelor of Science
- Community Activities
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Matthew Kaas
Trust Administrative Assistant
- Over three years experience in accounting and finance
- Graduate of Dexter High School
- Currently pursuing a Bachelor Degree in Economics from Michigan State University
- Community Activities
Email Matthew
- Over 10 years experience as Trust Officer/Administrator for personal/charitable trusts, probate estates, investment management accounts and IRAs
- 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 two 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 W. Kidwell
Vice President, Director of Relationship Management and Charitable Giving Specialist
- Over 25 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 Jo
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Robert J. Miller
Vice President and Portfolio Manager
- 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 eight years experience in administering trusts and estates
- Over three 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 eight years experience in the financial services industry
- Earned CFP® designation in 2012
- Bachelor of Business Administration, Accounting from Baker College of Flint, MI
- Associate of Business, Computer Information Systems from Baker College of Flint, MI
- 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 Degree in Business Communication and Organization, Concordia College,
St. Paul, MN - Community Activities
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Danielle R. Rohac
Marketing Assistant
- Over four years experience in nonprofit work
- Over three years experience in professional writing and editing
- Bachelor of Arts Degree in Rhetoric and Professional Writing from Saginaw Valley State University, high honors
- Community Activities
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Danielle R. Rousseau
Trust Administrative Assistant/ Account Opening Specialist
- Over eight 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 five 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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Steven Witten
Chief Investment Officer
- Over 15 years experience in investment management and financial services
- Graduate of Tarleton State University, Bachelor of Science in Economics
- Graduate of Texas Christian University's M.J. Neeley School of Business, Master of Business Administration
- Former Vice President, Investment Management at Security National Bank Wealth Management
- Community Activities
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Sandra K. Worner
Vice President, Director of Financial Planning
- Over 25 years as a CPA, with the last 10 years focused on personal financial planning
- Leadership Saginaw, Class of 2011
- 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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