Success Starts with a Winning Team

Meet the Team Supporting You

When you work with Tri-Star Trust, you get an experienced team of professionals dedicated to making a difference in our clients’ lives through the genuine, caring relationships we build and the expertise we deliver. To make things easy, you’ll get all the specialists you need, all in one place. Whether you’re an individual seeking wealth management services or a plan sponsor looking for retirement plan options, we have a comprehensive team ready to assign to you and service your needs.

You’ll quickly notice what makes our people special. In addition to having obvious talent and expertise, we also look for individuals who share our values and genuinely care for each other and our clients — ones who will put you first and go the extra mile for you.

Our high client retention rate and client referrals are a true a testament to the quality of care and service we provide.  Our 98.5% client retention rate doesn’t happen by accident. We work hard every day to maintain the strong relationships we’ve built and treat each client like family.

Team Tri-Star

Do not send secure, private or non public information via email.

STEPHANIE ANDERSON, CFA®

Vice President,
Investment Manager
BENJAMIN BAKKEN
Senior Vice President,
Lansing Market Director
CYNTHIA BELLAVER
Relationship Assistant
DEBBIE BRIGUGLIO
Vice President,
Senior Relationship Manager
BECKY CARRIER
Trust Officer,
Investment Manager
KYLE CHAPPLE
Investment Associate
Bill Christensen

bill christensen, FPQP™, CISP, CTFA

Vice President,
Relationship Manager
Andrew Dalton
Relationship Assistant
Brenda Edwards
Relationship Assistant
Adam Engel
Trust Officer,
Assistant Operations Manager
Claudia Flattery
Vice President,
Controller & Director of
Human Resources
Kara Francke
Kara Francke

Relationship Associate 

Jason Grindle
Trust Officer,
Investment & Relationship Manager
Jane Hagen, AIF ®, C(k)P ®, QPFC
Senior Vice President,
Director of Retirement Plans
& Senior Relationship Manager
Kara Francke

Ann Hall, J.D.

Trust Officer,
Estate Settlement Specialist
steve hill
Vice President,
Investment Manager

jack kidwell, J.D.

Senior Vice President,
Senior Relationship Manager &
Director of the Philanthropic
Solutions Group
Kara Francke

Pavel Konecny, CFA®

Senior Vice President,
Chief Financial Officer &
Chief Investment Officer
Mary Jo Krick, CTFA
Vice President, Market Director &
Senior Relationship Manager
shelby miller
Retirement Plans Assistant

KELLY MOFFATT, CFA®

Trust Officer
Investment Manager

Jenny Moody
Retirement Plans Assistant
Kara Francke
Marissa Nowak
Relationship Assistant
APRIL PARKER
Relationship Assistant
Jessica Petersen
Relationship Assistant

Gene Pickelman, CFP®

President,
Chief Executive Officer

Jonathan Pickelman, CFP®

Vice President,
Relationship Manager

bobbi putman, CFP®

Vice President,
Financial Planner

Cody Oczepek

Trust Operations Assistant

Bob Rathbun
Senior Vice President,
Business Development

Lee B. Reimann, JD, CPA

Vice President,
Relationship Manager

DREWE ROBINSON
Registered Representative of
LPL Financial, LLC
Danielle Rousseau
Relationship Associate
Lisa Saph
Executive Assistant
Mason Sarosi
Relationship Associate
Kara Francke
Joann Schofield
Relationship Associate
Kevin Scorsone
Vice President,
Market Director &
Relationship Manager
tyler snover
Financial Planning Assistant
Anthony Taylor
Senior Vice President,
Director of Personal Trust
Administration & Relationship Manager
Lance Tenwalde
Retirement Plans Associate

TOM VAN HOOF

Audit and Compliance Manager

Carter Welter
Relationship Assistant
Kara Francke
Jordan Waier
Business Development Associate
Brandon Willson
IT Associate

Sandy Worner, CFP®, CPA

Vice President,
Director of Financial Planning
Kristen Wuerfel
Vice President,
Director of Marketing
and Communications
Kara Francke
William Zank, CFIP
Investment Associate

Interested in Joining the Tri-Star Team?