JONATHAN PICKELMAN, CFP®

Vice President, Relationship Manager
Team Member since 2014

   

Jon Pickelman is generous with praise, quick to smile, and always on the lookout for the positive in any situation. He is dedicated to the business’s relationship management side, which entails being the “quarterback” for our clients’ financial lives. Having 5+ years’ experience in comprehensive financial planning, Jon also brings his expertise in the formulation, governance, and overall administration of endowments and foundations. Jon helps with the administration and investment of trusts, agency accounts, retirement accounts, and charitable accounts. He has held his CFP® designation since 2016 and acquired his master’s degree in trust and wealth management from Campbell University, his Bachelor of Science in Business Administration from Central Michigan University, and is a graduate of Leadership Saginaw. Jon is an ambassador and diplomat of the Saginaw County Chamber of Commerce, a board member of the Underground Railroad and Saginaw Children’s Zoo, and is also a member of the Saginaw Valley Young Professionals Network.

What’s the best piece of professional advice you’ve ever received?

Seek first to understand, then to be understood.

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

My goal is to build their trust and for them to know we have their best interest in heart and mind. I want our clients to continually feel like they belong partnered with Tri-Star.

What’s your favorite quote?

“Courage is what it takes to stand up and speak. Courage is also what it takes to sit down and listen.” – Winston Churchill

What are your top three bucket list items?

  1. See my children grow old
  2. Visit and play golf in Scotland
  3. Own a cottage on a lake