Trust Officer, Investment & Relationship Manager
Team Member since 2019
Jason Grindle is passionate about working with his clients, and wants them to experience financial confidence now and in retirement. He looks at their entire financial picture — cash reserves, debt management, investments, protection, and taxes. Jason asks targeted questions and listens closely to his clients’ needs. He wants them to feel confident that the advice he provides reflects their unique dreams and goals. Jason has 18+ years’ experience in financial services. He is licensed through FINRA (series 7, 65, and 66) and Michigan Life & Health Insurance. He acquired his Bachelor of Science in Business Administration with a major in finance and a minor in economics from the University of Michigan-Flint. He is a director and secretary of the Flint Children’s Museum board and the governance chair. He was also the president of the Flushing Rotary Club from 2017-2018.
What are your specific goals for Tri-Star Trust clients?
I want our clients to walk out of a meeting feeling confident in our abilities to manage their wealth. I also want them to feel valued and understood.
What do you love most about working at Tri-Star?
Doing what’s best for the client and not just for ourselves. In this industry you don’t see that everywhere, it is usually driven by profits.
What do you enjoy doing in your personal time?
I love spending time with my family and friends. I am a runner and we do group runs all the time and bring our families along with us.
What are your top three bucket list items?
- Bike/run/camp through the Grand Canyon
- Climb Everest
- Take the family to the Rocky Mountains