A Portrait of Our People

Get to know our people and you’ll soon understand what keeps our customers coming back. Their caring. Their commitment. Their professionalism. They know they have to earn your trust every day.

Pickelman, Gene_2_web

Gene Pickelman, CFP®
President & Chief Executive Officer

  • Over 30 years’ in banking and trusts, with 29 years directly related to trusts and
    investments
  • Earned CFP® designation from the College for Financial Planning in 1987
  • Asset Allocation Management Specialist, 2004
  • Graduate of Western Michigan University, School of Business Administration
  • National Trust School Graduate, Northwestern University
  • Community Activities
  • Meet Gene
  • Email Gene
Konecny-Pavel_7-12-18-13_low-res

Pavel Konecny, CFA®
Senior Vice President, Chief Financial Officer & Chief Investment Officer

  • Over 20 years’ experience in corporate treasury
  • Former Corporate Treasurer at Chemical Bank
  • Earned Chartered Financial Analyst (CFA) designation in 2006
  • Bachelor of Business Management and Marketing Management, Northwood University
  • Masters of Business Administration, Northwood University
  • Community Activities
  • Email Pavel
Taylor-Anthony_8-8-17-16-low-res

Anthony Taylor
Senior Vice President, Director of Personal Trust Administration & Relationship Manager

  • Over five years’ experience in project management, customer service
    and relationship building
  • Over three years’ experience in contract management
  • Master of Science, Administration from
    Central Michigan University
  • Bachelor of Science, Biology from Hope College
  • Graduate of School for International Training
  • Former Medical Education Manager
    of Central Michigan University Medical Education Partners
  • Community Activities
  • Email Anthony
Kidwell, Jack_3_web

Jack Kidwell
Senior Vice President, Director of the Philanthropic Solutions Group
& Senior Relationship Manager

  • 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 Juris Doctorate and Bachelor of Arts degrees
  • Graduate of the National Graduate Trust School
  • Certified Financial Services Counselor Designation since 1989
  • Community Activities
  • Meet Jack
  • Email Jack
Hagen, Jane_2_web

Jane Hagen AIF, C(k)P, QPFC
Senior Vice President, Director of Retirement Plans & Senior Relationship Manager

  • Over 25 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
  • C(k)P® Certified 401(k) Professional
  • AIF® Accredited Investment Fiduciary, Center for Fiduciary Studies
  • QPFC – Qualified Plan Financial Consultant, NAPA
  • Graduate, Cannon Trust, Employee Benefit School
  • Graduate, Delta College, Business Administration
  • Michigan Life Insurance License
  • Michigan Health Insurance License
  • Past NASD Series 6 / State Sec. 63 Licenses
  • Graduate of Great Lakes Bay Leadership Institute
  • Member of NAPA & Attends Annual NAPA 401(k) Summit
  • ASPPA Retirement Plan Fundamentals I & II Certificates
  • Member of Inforum (Professional Women’s Alliance)
  • Member of Women in Pension Network
  • Member of Northeastern MI Estate Planning Council
  • Community Activities
  • Meet Jane
  • Email Jane
Briguglio, Debbie_web
Debbie Briguglio
Vice President & Senior Relationship Manager

  • Over 25 years’ in estate planning, retirement planning and trust services
  • Over 15 years’ experience as a Legal/Estate planning assistant
  • Member of Institute of Certified Bankers
  • Graduate of Cannon Trust School
  • Community Activities
  • Meet Debbie
  • Email Debbie
Krick, Mary Jo_1_web

Mary Jo Krick, CTFA
Vice President, Market Director & Senior Relationship Manager

  • Over 30 years’ experience in banking and trusts
  • Former Vice President and Trust Officer at Citizens Bank
  • 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
  • Email Mary Jo
Cooper, Kay_2_web

Kay Cooper
Vice President, Director of Operations, Audits, and Compliance
& Senior Operations Manager

  • Over 35 years’ experience in banking and trusts, with 20 years
    focused on trust operations
  • Tri-Star focus: trust operations, IT, and regulatory compliance
  • Former Assistant Vice President and Trust Officer, Manager,
    Retirement Plans Division, Citizens Bank
  • Bachelor of Business Administration, Management from Saginaw Valley
    State University
  • Certified Retirement Services Professional, Institute of Certified Bankers
  • Graduate of Cannon Employee Benefit School
  • Community Activities
  • Email Kay
Flattery, Claudia_1_web

Claudia Flattery
Vice President, Controller & Director of Human Resources

  • Over 15 years’ experience in financial accounting
  • Over nine years’ experience in human resources
  • Master of Science, Information Systems from Eastern Michigan University
  • Bachelor of Science, Accounting from the University of Florida, with honors
  • Community Activities
  • Email Claudia
Kenroy, Dawn_2_web

Dawn Kenroy
Vice President & Relationship Manager

  • 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
  • Over 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
  • Email Dawn
Scorsone-Kevin_7-12-18-34_low-res

Kevin Scorsone
Vice President, Market Director & Relationship Manager

  • Over 15 years’ experience in wealth management
  • FINRA Licensed Series 6, 7, 24, 53, 63 and 66
  • Michigan Life Insurance Licensed
  • Bachelor of Arts, Fort Lewis College
  • Community Activities
  • Email Kevin
Worner, Sandy_2_web

Sandy Worner, CFP®, CPA
Vice President & Director of Financial Planning

  • Over 30 years’ as a CPA, with the last 14 years focused on personal financial planning
  • Leadership Saginaw, Class of 2011
  • Earned CFP® designation in 2008
  • Master of Business Administration, Northwood University
  • Bachelor of Science, Accounting from the University of Illinois, magna cum laude
  • Community Activities
  • Meet Sandy
  • Email Sandy
Putman, Bobbi_1_web

Bobbi Putman, CFP®
Vice President & Financial Planner

  • Over 14 years’ experience in the financial services industry
  • Certified Financial Planner® since 2012
  • Bachelor of Business Administration, Accounting from Baker College of Flint, MI
  • Associate of Business, Computer Information Systems from Baker College of Flint, MI
  • Leadership Saginaw, Class of 2015
  • Community Activities
  • Email Bobbi

Stephanie Anderson, CFA®
Vice President & Investment Manager

  • Over 11 years’ experience in finance
  • Bachelor of Arts in Finance, Michigan State University, magna cum laude
  • Earned Chartered Financial Analyst (CFA) designation in 2015
  • Community Activities
  • Email Stephanie
Hill-Steve

Steve Hill
Vice President & Investment Manager

  • Over 18 years of experience in wealth management
  • Over eight years’ experience as a financial advisor in a brokerage capacity
  • Bachelor of Science, University of Florida
  • Community Activities
  • Email Steve
Pickelman-Jon

Jon Pickelman, CFP®
Trust Officer & Relationship Manager

  • Over five years’ experience in comprehensive financial planning
  • Earned CFP® designation in 2016
  • Master of Trust and Wealth Management from Campbell University
  • Bachelor of Science in Business Administration, Central Michigan University
  • Community Activities
  • Email Jon
Hall, Ann_4_web

Ann Hall
Trust Officer & Estate Settlement Specialist

  • Over 25 years’ experience in customer service
  • Over eight years’ experience in estate planning, probate,
    trust administration and real estate experience
  • Thomas M. Cooley Law School, Juris Doctorate, Constitutional Law and Civil Rights
  • Bachelor of Science, Political Science from Central Michigan University
  • Member of Michigan Bar Association
  • Member of United States District Court, Eastern Division of Michigan
  • Member of United States District Court, Western Division of Michigan
  • Former Partner and Founding Member of Pathfinder Legal Services, PLC
  • Community Activities
  • Email Ann
Engel,Adam

Adam Engel
Trust Officer & Assistant Operations Manager

  • Over 11 years’ experience in accounting
  • Over eight years’ experience in human resources
  • Bachelor of Professional Accountancy (BPA), Saginaw Valley State University
  • Community Activities
  • Email Adam
Janson, Laura_2_web

Laura Janson, QKA
Trust Officer & Retirement Plans Analyst

  • Over 11 years’ experience in administering employee
    benefit plans
  • Over 17 years’ experience in management and customer service
  • Over 13 years’ experience in financial services
  • Past NASD Series 7 / State Sec. 66 Licenses
  • ASPPA Retirement Plan Fundamentals I & II Certificates
  • ASPPA Qualified 401(k) Administrator (QKA) designation
  • Bachelor of Science, Saginaw Valley State University
  • Community Activities
  • Email Laura
Kell, Rachelle_2_web

Rachelle Kell
Trust Officer & Retirement Plans Manager

  • Over eight years’ experience in employee benefits and human resources
  • Over 11 years’ experience in the banking industry
  • Bachelor of Business Administration, Davenport University
  • ASPPA Retirement Plan Fundamentals I & II Certificates
  • Community Activities
  • Email Rachelle
Dobson, Kevin_3_web

Kevin Dobson
Trust Officer & Investment Manager

  • Over three years’ experience as a Financial Analyst for Mobile Medical Response
  • Over two years’ experience as a Business Manager
    for the International Academy of Saginaw
  • Over a year of experience as the Special Education Finance Coordinator
    for the Saginaw Intermediate School District
  • Bachelor of Business Administration, Accounting from Saginaw Valley State University
  • Community Activities
  • Email Kevin
Enfield, Patty_2_web

Patty Enfield
Investment Manager

  • Over 40 years’ of banking and trust experience,
    25 years’ directly related to investment management
  • Former Assistant Vice President and Portfolio Manager,
    Citizens Bank Wealth Management, East Lansing
  • Community Activities
  • Email Patty
Rousseau, Danielle_3_web

Danielle Rousseau
Relationship Associate

  • Over nine 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
  • Email Danielle
Elliott, Renee_3_web

Renee Elliott
Relationship Associate

  • Over nine years’ experience as an Administrative Assistant
  • Bachelor of Business Administration, Finance from Baker College
  • Community Activities
  • Email Renee
Schofield, Joann_3_web

Joann Schofield
Relationship Associate

  • Over 10 years’ experience as a paralegal specializing in estate and trust administration
  • Over six years’ experience as Chief Deputy Clerk with the Emmet County
    Clerk’s Office, Petoskey, Michigan
  • Over 10 years’ experience in retail management
  • Graduate of Lansing Community College, Paralegal Degree
  • Graduate of Michigan State University, James Madison College,
    Social Relations Degree
  • Community Activities
  • Email Joann

Kylie Bos
Relationship Associate

  • Over six years’ experience in customer service
  • Bachelor of Business Administration, Finance and Management from
    Saginaw Valley State University, summa cum laude
  • Community Activities
  • Email Kylie
Waier-Jordan

Jordan Waier
Financial Planning Associate

  • Over 10 years’ experience in accounting
  • Bachelor of Business Administration with a major in accounting,
    Saginaw Valley State University
  • Community Activities
  • Email Jordan

Kyle Chapple
Investment Associate

  • Over 11 years’ experience in customer service
  • Over four years’ experience in mutual fund operations
  • Bachelor of Business Administration, Finance from Saginaw Valley State University
  • Community Activities
  • Email Kyle
Sarosi-Mason_web_1

Mason Sarosi
Relationship Assistant

  • Over three years’ experience in financial planning
  • Bachelor of Arts with a major in Business Finance, Kalamazoo College
  • Community Activities
  • Email Mason

Cyndy Bellaver
Receptionist

  • Over 20 years’ experience in customer service
  • Associates in Liberal Arts, Macomb Community College
  • Graduate of Dale Carnegie and Stephen Covey Training Courses
  • Community Activities
  • Email Cyndy

Jenny Moody
Retirement Plans Assistant

  • Over 10 years’ experience in customer service
  • Over six years’ legal experience
  • Over four years’ experience in office management and secretarial duties
  • Community Activities
  • Email Jenny
Zank-William_8-8-17-32-low-res

William Zank, CFIP
Investment Assistant

  • Two years’ experience in financial planning
  • Bachelor of Personal Financial Planning and a minor in Finance,
    Central Michigan University
  • Certified Fixed Income Practitioner (CFIP)
  • Community Activities
  • Email William

“Most important to me are Tri-Star Trust Bank’s people. They are local and maybe that’s why I have found they are approachable, friendly and diligent in providing personal services.”