BOBBI PUTMAN, CFP®

Vice President, Financial Planner
Team Member since 2004

   

Bobbi Putman has an absolute passion for her career as a financial planner. She finds it essential to stay educated and up-to-date on standards, laws, methodologies, and products within the financial and investment world, because they are continually evolving. Bobbi gets to know her clients on a personal and a financial level to guide them to the best strategies. Bobbi has 14+ years’ experience in the financial services industry. Her designation as a Certified Financial Planner® gives her the legal fiduciary obligation to put her clients’ interests ahead of her own. She acquired her Bachelor of Science in Business Administration with a focus on accounting, and her associate’s degree in business with a focus on computer information systems from Baker College of Flint. She is also a graduate of Leadership Saginaw. She is a member of both the 100+ Women Who Care (Vassar Chapter) and the Frankenmuth Women’s Club. Bobbi has also spent time volunteering for Bay Veterans Foundation, the Leukemia & Lymphoma Society, and American Cancer Society.

What are your specific goals for Tri-Star Trust clients?

I feel like I have done my job as a financial planner if my clients understand their current financial situation, have peace of mind knowing they are on track to accomplishing their goals, accept that it is within their power to improve their future, and know that I will be right beside them every step of the way.

What’s the best piece of professional advice you’ve ever received?

As lackluster as this may be, the best piece of advice I’ve ever been given, be it in a personal or professional setting, is to ‘just be yourself’. People do not want to be impressed with who you pretend to be, they want to be trusted with who you really are.

What do you enjoy doing in your personal time?

I enjoy spending my personal time with my family and friends.  It doesn’t matter what I’m actually doing. I could be scaling fish or scraping wallpaper.

What’s your favorite quote?

My favorite work-related quote is by Warren Buffet.  “Someone’s sitting in the shade today because someone planted a tree a long time ago.”  My favorite self-motivational quote is by Eleanor Roosevelt.  “No one can make you feel inferior without your consent.”