COLBY J. MOERGELI
Financial Planner Analyst
Team Member since 2022
Colby is a strategic thinker and applies that to his work every day. He is always willing to learn and achieve new things and if you give him a task, he will complete it! Colby graduated with a bachelor’s degree in Finance from Saginaw Valley State University. He has had 2+ years of experience with financial analytics and will be extending those years over time with Tri-Star Trust. Colby enjoys being active in the outdoors by hunting, fishing, golfing, and camping. Along with being active in the outdoors, he also likes to be involved within his community! He is a past member of the Freeland Arts in the Park as a Volunteer, as well as Clash for Cure Color Walk/Run, and coaching and refereeing for both youth baseball and basketball!
What are your specific goals for Tri-Star Trust clients?
To help clients understand their current financial positions, and work together with our Tri-Star team to help ease the mind of clients to help them know they are on the right path to accomplishing goals. Helping clients leave their worries with us so they may enjoy living their lives.
What do you love most about working at Tri-Star?
I enjoy the atmosphere of Tri-Star; employees are looking out for one another and always the best interest of clients.
What do you enjoy doing in your personal time?
In my personal time, I enjoy spending time with family, fishing, hunting, golfing, camping, and watching sports.
What’s your favorite quote?
“If you’re offered a seat on a rocket ship, don’t ask what seat! Just get on.” -Sheryl Sandberg