JOANN SCHOFIELD

Relationship Associate
Team Member since 2016

   

Joann Schofield is an extremely motivated woman. She thrives on taking on new challenges. It is important for her to set measurable goals with specific timelines to have tangible outcomes. Joann has 10+ years’ experience as a paralegal, specializing in estate and trust administration, and 6+ years’ experience as chief deputy clerk of Emmet County Clerk’s Office. She also has her social relations degree from Michigan State University and her paralegal degree from Lansing Community College. Joann is a member of both the Greater Lansing Estate Planning Council and the Junior League of Lansing. She is also a volunteer and donor with Habitat for Humanity Capital Region: Women Build 2016 and Sparrow Foundation’s Women Working Wonders organization. In addition, she has volunteered for Big Brothers and Big Sisters of Lansing, and Sparrow Health System.

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

My personal goals for our clients are to assist them with both short and long-term financial goals at various stages throughout their lives―whether this is saving for retirement, purchasing a new vehicle, a new home or vacation home, developing a gifting program for children and/or grandchildren, or charitable gifting. My goal is to listen to what our client’s needs are and react accordingly.

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

I love being able to help troubleshoot issues that arise with our clients and to be able to work alongside my Lansing team members to come up with a solution to assist them. Even though each team member has their own specialty within our team, we truly do function as a team to effectively “get the job done.”

What do you enjoy doing in your personal time?

Spending time with my husband Chuck and our pug dog Porterhouse, going to our family cottage during the summer months, and watching MSU football and basketball games with friends and family. Go Green!

What’s your favorite quote?

“Great things in business are never done by one person; they are done by a team of people.” – Steve Jobs