JANE HAGEN, AIF®, C(k)P®, QPFC

Senior Vice President, Director of Retirement Plans & Senior Relationship Manager
Team Member since 2000

Jane Hagen is a director of corporate retirement plans, including account administration, client servicing, and wealth management services for individuals and corporate retirement plans. She is the original retirement plan team member at Tri-Star and built the program from the ground up. Jane conducts employee communication meetings for corporate retirement plans and is a partner in providing health insurance solutions to clients. Jane has 25+ years’ experience in banking and trusts/investments directly related to employee benefit plans and personal trust accounts. Not only has she graduated from Delta College in business administration, but she is also a graduate of Cannon Trust Employee Benefits School and Great Lakes Bay Leadership Institute. Jane is licensed in Michigan Life Insurance, Michigan Health Insurance, and Past NASD Series 6/State Sec. 63. She is a member of NAPA and attends annual NAPA 401(k) summits. She also has designations in Certified 401(k) Professional (C(k)P®), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF®). Jane is a member of the Women in Pension Network, Northeastern Michigan Estate Planning Council, Bay City Morning Rotary, Junior League of Saginaw Valley, and is a board member of Great Lakes Bay Regional Alliance Alumni Ambassadors. She is a golf outing chair for Boys & Girls Clubs of the Great Lakes Bay Region and an investment advisory committee chair of the Delta College Foundation. She is also a former trustee and is currently on the stewardship committee of the Bay Area Community Foundation.

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

401(k) PARTICIPANTS – “One step at a time, one percent increase at a time and one year at time” makes investing for retirement not so overwhelming.

What do you love most about working at Tri-Star?

I love the wonderful close clients that have become friends over the years and our incredible team of professional at Tri-Star.

What do you enjoy doing in your personal time?

Spending time with friends/family and pure barre exercise classes.

What are your top three bucket list items?

Travel as many different places as possible to see the world and its wonders.