A Culture of Caring
When Gene Pickelman and Larry Preston founded Tri-Star Trust in 2000, they set out to create a different kind of wealth management firm. A firm that holds themselves to a higher fiduciary standard. A firm that simplifies their clients’ lives, hires caring employees and makes a difference in its communities.
This philosophy has helped us grow to a staff of 39 professionals, managing more than $1.4 billion in client assets and contributing to more than 160 local nonprofits.
Gene Pickelman, CFP©
President & CEO
“It’s all about relationships – with clients, with each other and with our community.”
Larry L. Preston, J.D.
“Enhancing the quality of life in the places we work benefits our employees, our clients and those throughout the community.”
“Before Tri-Star, we had used ‘managed accounts.’ The products were generic and ineffective at meeting target investment goals. Now our portfolio is a joint effort, fully customized to our future, and reviewed frequently to make sure we are on track as things change.”