JENNY MOODY

Retirement Plans Assistant
Team Member since 2020

   

Jenny Moody strives for excellence and loves to see others succeed. She has fantastic organizational skills and is great at keeping track of tasks, projects, and deadlines. She has no problem multi-tasking but prefers to prioritize and focus on the most pressing matters. She is a very flexible person who can stay productive when she is pulled in different directions. Jenny comes to Tri-Star with 10+ years’ experience in customer service, 6+ years of legal experience, and 4+ years of office management and secretarial experience. She served on the board at the ROCK Center for Youth Development and served as a team assistant coach of the Girls on the Run of Midland and Gladwin Counties. She was a founding board member of Harrison Youth Soccer and served as a volunteer coach and referee administrator.

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

Working primarily with our 401(k) participants, my specific goal is for them to receive the education and the tools needed to seamlessly transition to Tri-Star when the time is right. My specific goal for Tri-Star Clients is for them to feel really good about using our services to reach their financial aspirations. Even more specifically, I want clients to feel warmly received when calling or visiting.

What do you enjoy doing in your personal time?

Exploring antique shops for useful vintage things. Spending time outdoors. Riding bikes with family and friends. Being a sous chef for my husband.

What’s your favorite quote?

Never give up on a dream just because of the time it will take to accomplish it. The time will pass anyway.” – Earl Nightingale

What are your top three bucket list items?

  1. Take my family to swim with sharks off the coast of Africa.
  2. Take my family to ride some mountain bike trails in the U.P.
  3. Take my husband to Ireland.