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.

Our Founders

Gene C. Pickelman

Gene Pickelman, CFP©
Co-Founder
President & CEO
“It’s all about relationships – with clients, with each other and with our community.”

Larry L. Preston

Larry L. Preston, J.D.
Co-Founder
Board Vice-Chair
“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.”