Caring for Our Clients, Our Communities and Each Other
When Gene Pickelman and Larry Preston founded Tri-Star Trust Bank in 2000, they wanted to create a totally different type of wealth management firm – one that not only brings value to clients’ lives, but also values its employees and makes a difference in its communities.
This philosophy has helped us grow to a staff of 34 professionals, managing more than $1 billion in client assets and contributing to more than 140 local nonprofits.
Director/Founder/President/CFP“It’s all about relationships – with clients, with each other and with our community.”
Director/Founder/CEO/JD“Enhancing the quality of life in the places we work benefits our employees, our clients and those throughout the community.”