Get to know our team of professionals.

Debra L. Briguglio

Andre L. Buckley

Kay L. Cooper

Renee Elliott

Patty Enfield

Claudia A. Flattery

Scott Freeman

Jane L. Hagen

Laura A. Janson

Dawn Kenroy

Jack Kidwell

Mary Jo Krick

Thomas J. McCarrell

Shelby Meadows

Robert J. Miller

Penny L. Mullin

Bobbi L. Putman

Drewe L. Robinson

Danielle R. Rousseau

Gina Ruhlig

Teresa A. Gerhardt

Scott Wagasky

Sandra K. Worner

 

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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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Dawn Kenroy
Trust Officer

  • 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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Penny L. Mullin
Trust Officer

  • 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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