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.

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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, FPQP™, CISP, CTFA

Vice President,
Relationship Manager

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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

Relationship Associate

Jason Grindle

Trust Officer,
Investment & Relationship Manager

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Jane Hagen, AIF ®, C(k)P ®, QPFC

Senior Vice President,
Director of Retirement Plans
& Senior Relationship Manager

Ann Hall, J.D.

Trust Officer,
Estate Settlement Specialist

steve hill

Vice President,
Investment Manager

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jack kidwell, J.D.

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

Pavel Konecny, CFA®

Senior Vice President,
Chief Financial Officer &
Chief Investment Officer

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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

Marissa Nowak

Relationship Assistant

APRIL PARKER

Relationship Assistant

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Jessica Petersen

Relationship Assistant

Gene Pickelman, CFP®

President,
Chief Executive Officer

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Jonathan Pickelman, CFP®

Vice President,
Relationship Manager

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bobbi putman, CFP®

Vice President,
Financial Planner

Cody Oczepek

Trust Operations Assistant

Bob Rathbun

Senior Vice President,
Business Development

Lee B. Reiman, 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

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

Jordan Waier

Business Development Associate

Brandon Willson

IT Associate

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Sandy Worner, CFP®, CPA

Vice President,
Director of Financial Planning

Kristen Wuerfel

Vice President,
Director of Marketing
and Communications

William Zank, CFIP

Investment Associate

Interested in Joining the Tri-Star Team?

LEARN MORE

STEPHANIE ANDERSON, CFA ®

Vice President, Investment Manager
Team Member since 2018

Stephanie Anderson provides investment information and financial advice while maintaining knowledge of a wide range of investment and financial products. Her main focus is on managing client portfolios specializing in asset allocation, risk management, and manager diligence. She makes decisions about financial and investment opportunities with her client’s best interest at heart. Stephanie brings 11+ years of experience in finance. Having earned her Bachelor of Arts with a concentration on finance from Michigan State University (magna cum laude), she has gone on to earn the designation of Chartered Financial Analyst (CFA) since 2015. She volunteers for Covenant HealthCare investment committee and is a member of the CFA Institute, Detroit CFA Society, and the Michigan State University Alumni Network.

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

To assist in creating an asset allocation for clients that help them meet their long-term financial goals, while also educating clients about investments and the process that is Tri-Star’s approach to investing.

What do you enjoy doing in your personal time?

I love spending time with my family, reading, and baking.

What’s your favorite quote?

“If you look at what you have in life, you’ll always have more. If you look at what you don’t have in life, you’ll never have enough.” – Oprah

What are your top three bucket list items?

Visit Germany
Visit all 50 states (been to 27)
Read all the books on my on-going reading list.

BENJAMIN BAKKEN

Senior Vice President, Lansing Market Director
Team Member since 2019

Ben Bakken is an experienced and knowledgeable financial professional who understands the ‘ins and outs’ of strategy, analysis, relationship building, and leadership. Ben brings more than a decade of experience in the banking industry, in addition to nearly 5 years of experience in C-Suite roles responsible for finance, operations, accounting, real estate, information technology, business development, and human resources. He acquired his MBA from Northwood University and has a bachelor’s degree from Wayne State University. Community involvement and volunteerism are pillars of what motivates Ben. He has served as treasurer / trustee for the Holt Public Schools Board of Education, chair for the Lansing Financial Health Team, treasurer / board member for the Greater Lansing Local Development Financing Authority / Lansing Regional SmartZone, co-founder and organizer for 5 Minutes Tops, board member for the Holt Education Foundation, frequent guest lecturer at Michigan State University, and member of the Lansing Regional Chamber of Commerce policy committee. He also enjoys fundraising for Special Olympics Michigan’s Polar Plunge, Women Working Wonders / Sparrow Foundation’s Dapper Dads, and Carefree Medical’s Dancing with the Local Stars.

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

Two very important and inter-connected things. First, that they constantly think of us as their most trusted and valued wealth management partner. Second, and much more importantly, that they feel valued by us. It’s not enough that they appreciate Tri-Star as their partner in life, but we must go further to ensure that every one of our clients recognizes just how much we value them, their families, and their overall well-being.

What is your favorite quote?

“Unless someone like you cares a whole awful lot, nothing is going to get better … it’s not.” – The Lorax

What do you enjoy doing in your personal time?

Absolutely everything with my kids. They are my life. Everything that I do, I do for them. Clara, Jack, and Henry certainly keep me on my toes, and I love every second of it.

What’s your favorite food?

Anything that I cook on a grill while hosting friends and family on a perfect Michigan summer afternoon.

CYNTHIA BELLAVER

Relationship Assistant
Team Member since 2016

Cynthia Bellaver is the first person a client sees or the first voice they hear over the phone. Being friendly and attentive comes naturally to Cynthia. Besides performing receptionist duties, she contributes to the daily operations and organization of the office. She brings 20 + years of customer experience to Tri-Star Trust. She has an Associate in Liberal Arts from Macomb Community College and is a graduate of the Dale Carnegie and Stephen Covey training courses. She is also a member of the Frankenmuth Mid-Michigan Unit of the Herb Society of America, past treasurer and secretary. In addition, she is a member of the Frankenmuth Women’s Club and eucharistic minister at Blessed Trinity Church. She has also spent time volunteering for American Cancer Society and at List Elementary School.

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

That all Tri-Star Trust clients will accrue financial wealth, leading to financial independence― allowing them to attain their life goals. All of this while taking place in a safe, supportive, trusting environment with an experienced, caring team.

What do you enjoy doing in your personal time?

I enjoy time with my family and annual trips to Chicago with my grandchildren. Also, sharing my love of gardening with others, knitting and sewing.

What’s your favorite food?

Seafood gumbo

What are your top three bucket list items?

To visit Rome, Italy, and attend mass at the Vatican
To visit Ireland
To visit Poland and see where my grandparents came from

DEBBIE BRIGUGLIO

Vice President, Senior Relationship Manager
Team Member since 2000

Debbie Briguglio builds a culture of relationships with clients based on trust and value. Her clients know they can trust her with their business. She brings 20+ years’ experience in estate and retirement planning, and trust services. Not only does she have 15+ years’ experience as a legal/estate planning assistant, but she also is a graduate of the Cannon Trust School and 1000 Leaders Initiative. She is a member of the Institute of Certified Bankers, past member of the Midland 100Club, Tri-County Economics, past board member of Saginaw Community Foundation’s distribution committee, past board member of the Saginaw Boys’ and Girls’ Club, and a Fall Golf Outing board member of the Boys & Girls Clubs of the Great Lakes Bay Region. It is important to Debbie to give back to the community, so she has spent time volunteering for Midland Shelterhouse, Saginaw and Midland County READ programs, and Bay County Women’s Shelter.

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

I want our clients to know they are being heard and their needs and wants are being served in meaningful ways. I also want them to walk away from a meeting feeling confident about what it is going to take to achieve their financial goals.

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

The best career advice I have received is that the most important work behavior is having a great attitude. If you have a great attitude, people will always want to work with you. And, when people want to work with you, they help you to succeed.

What’s your favorite quote?

“Life’s a beautiful thing and there is so much to smile about!” – Marilyn Monroe

What are your top three bucket list items?

To continue my family tradition of visiting a new destination every other year for Christmas.
To be able to attend my sons’ weddings and watch my future grandchildren grow.
To visit all 50 states.

BECKY CARRIER, MBA

Trust Officer, Investment Manager
Team Member since 2018

Becky Carrier builds close relationships with her clients and listens intently to understand their financial goals. She understands her client’s tolerance for risk and their expected rate of return on investments. She uses data to analyze existing investments and makes recommendations about what the client should do going forward. Becky brings 15+ years of investment and client servicing experience. She has a Master of Business Administration from Central Michigan University, and a Bachelor of Science in Business Administration from Saginaw Valley State University. Becky is an active member in Great Lakes Bay Region Women in Leadership.

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

I would like to see my clients obtain financial freedom and be able to enjoy their retirement years. Through careful financial planning, I believe all clients can achieve this goal.

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

Never stop learning or growing. The world is constantly changing, we either change with it or it will change without us.

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

The people – we have the best of the best – client and community focused, team-oriented, always willing to help others.

What’s your favorite quote?

Honesty is the best policy.

KYLE CHAPPLE

Investment Associate
Team Member since 2014

Kyle Chapple is a highly qualified investment associate. He plays a vital role in our investment team, providing quantitative, analytical, and operations support to our investment managers. He works closely with them during all stages of transactions. Kyle has a strong work ethic, a passion for excellence, and serving others. Not only does he come to Tri-Star with 11 years’ experience in customer service, but with 4 years’ experience in mutual fund operations. Kyle has a Bachelor of Business Administration with a concentration on finance from Saginaw Valley State University. He is a part of the Saginaw Valley Young Professionals Network and serves on their steering committee. He also has volunteered for Saginaw County United Way community change team, Habitat for Humanity, Spring into Service, One Week One Street, and Relay for Life.

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

My goals are that clients feel confident that Tri-Star will help them reach their financial goals. Also, that they feel we have their best interests in mind.

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

My dad once told me “when someone hires you for a job, you do it right and you do it well.”

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

What I like most about working at Tri-Star is working with people who truly care about helping others.

What are your top three bucket list items?

Travel to all 50 states
Go on several hunting trips
Attend a Michigan vs. Ohio St. game at the Big House, and Michigan wins!

BILL CHRISTENSEN, FPQP™, CISP, CTFA

Vice President, Relationship Manager
Team Member since 2020

Bill Christensen has extensive knowledge and expertise in trust servicing and asset management and provides these services for individuals, foundations, and business owners. With 32 years of experience in the banking industry, and over 24 years of experience as a trust officer, Bill is instrumental in strengthening our ability to bring unparalleled service to our clients and the community. Bill earned his Master in Business Administration with a major in finance from the University of Iowa. He is also a Certified Trust and Financial Advisor (CTFA), a Certified IRA Service Professional (CISP), and a Financial Paraplanner Qualified Professional (FPQP). In addition, he is a National Trust School graduate from Northwestern University. Bill is a member of the Greater Lansing Estate Planning Council and the Institute of Certified Bankers. His previous memberships include the Jackson Area Estate Planning Council, the Northeastern Michigan Estate Planning Council, and the Capital Region Council of the American Lung Association of Michigan. Several years ago, Bill coached the JV volleyball team at Lansing Catholic Central High School.

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

To help clients identify and accomplish their financial goals.

What do you enjoy doing in your personal time?

Reading, watching movies, spending time with family, and traveling.

What’s your favorite food?

Lasagna and my mom’s chocolate pie.

What are your top three bucket list items?

Visit Australia
Attend the Passion Play in Oberammergau, Germany again.
Visit Hawaii again

ANDREW DALTON

Relationship Assistant
Team Member since 2019

Andrew Dalton is an extremely motivated, organized and creative individual. He possesses exceptional customer service skills, and an ability to adapt to new situations, environments, and policies with ease. He is resourceful and tech-savvy. While constantly seeking creative solutions to problems in the workplace, he also assists in building company culture by organizing holiday parties and setting up employee appreciation initiatives. He helps to make the company a better place to work. Andrew has 15+ years’ experience in customer service and 10+ years’ experience in budgeting, project management, marketing, audio/visual, and graphic design. Having earned his Bachelor of Business Administration from Northwood University (summa cum laude), he has gone on to earn the Highest Award for Achievement from the Dale Carnegie training course. He spends time volunteering for Johnny Burke Children’s Foundation, does charitable event management consulting, and donates musical performances for various events.

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

I hope to provide world-class service to our clients in their pursuit of achieving their financial goals. I would like to foster such trusting, long-lasting relationships where fluctuations in the market cause them absolutely no worry because they know we’re actively monitoring and managing their investments with the utmost attention and care.

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

When you are wrong, admit it quickly and emphatically. Address the error and move on. Do not dwell on the mistake, lay blame, or make excuses. Focus on the steps needed to move forward.

What’s your favorite quote?

“If there is anything worth doing, it’s worth doing right.” – Hunter S. Thompson

What are your top three bucket list items?

Pressing my solo album to vinyl
Visiting New Zealand and seeing “Middle Earth” up close and personal
Performing music in Hawaii and Alaska to be able to say that I have performed live music in all 50 States and U.S. owned Territories.

BRENDA EDWARDS

Relationship Assistant
Team Member since 2020

Brenda Edwards has a strong commitment to internal and external customer service, is highly organized, and has excellent attention to detail. She has extensive experience in the administration of trust relationships including document preparation, account set-up and maintenance, cash processing and bill payment, discretionary distributions, tracking, and recurring tasks. She reviews account documentation to ensure compliance with department policies and regulatory requirements with ease. Brenda brings 35 years’ experience in banking and trusts. She has her certification I and II from the Cannon Trust School and her bachelor’s degree in romance languages (French and Spanish) from Olivet Nazarene University. She has been a volunteer at Owosso First Church of the Nazarene for over 30 years.

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

I want to help provide our clients with exceptional service and financial piece of mind, so they are free to concentrate on other important matters.

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

Prioritize, then as much as possible, focus on and complete each task (instead of jumping from one emergency item to another). Then at the end of the day you have the satisfaction of being able to say, “This is what I accomplished today.”

What’s your favorite quote?

Courage isn’t always like a lion’s roar. Sometimes it whispers at day’s end, “I will try again tomorrow.” – Roberta Messner

What’s your favorite food?

Chocolate! They say that dark chocolate is good for your heart and reduces blood pressure. How lucky that something so good is good for you.

ADAM ENGEL

Trust Officer, Assistant Operations Manager
Team Member since 2017

Adam Engel possesses exceptional communication and interpersonal skills and is a team player. He implements clients’ wishes while working with the relationship officers. Adam has 11+ years’ experience in accounting and 8+ years’ experience in human resources. He graduated with a bachelor’s degree in professional accountancy (BPA) from Saginaw Valley State University. During his free time, he serves as treasurer, member of the choir, member of the finance, budget, endowment and memorial committee, and session of the Second Presbyterian Church. Adam is a member of the Saginaw Area Concert Band and he mentors for READ Association of Saginaw County. He is the president of the Hemlock Area Historical Society, and has volunteered for the Mustard Seed Shelter.

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

To help each client, whether internal or external, and continue to provide excellent service.

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

The family environment.

What do you enjoy doing in your personal time?

Hiking, gardening, cooking, baking.

What’s your favorite quote?

“Keep your stick on the ice.”

CLAUDIA FLATTERY

Vice President, Controller &
Director of Human Resources
Team Member since 2005

Claudia Flattery works with a senior management team to create strategies that will enable Tri-Star to manage, analyze and accurately report financial data and to attract, recruit, and retain the best employees to meet our goals. She assumes responsibility for both financial /accounting functions and employment-related administrative functions. She also manages financial and employment policies that empower employees to reach their potential and contribute to the success of the company. Not only does she have 20+ years of financial accounting experience, but she also has 18+ years’ experience in human resources. She has a Master of Science in Information Systems from Eastern Michigan University. In addition she has earned her Bachelor of Science in Accounting from the University of Florida, where she graduated with honors, and is a graduate of the 1000 Leaders Initiative.

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

We want to provide our clients with the highest level of professional, as well as personal service.

What do you enjoy doing in your personal time?

Reading, traveling especially in the Caribbean, spending time with friends and family.

What’s your favorite quote?

“Do unto others as you would have them do unto you.”

What are your top three bucket list items?

I would like to travel to Greece, to Alaska, and to Bora Bora.

KARA FRANCKE

Relationship Assistant
Team Member since 2018

Kara Francke builds value for Tri-Star by supporting the relationship managers so that they are more effective in performing their duties. She is always looking for ways to improve her abilities with the evolution of technology and business practices. Kara has skills in organization, proactive anticipation of needs, communication, and is a team player. She has 10+ years’ experience in customer service and administration. She graduated with honors (magna cum laude), acquiring her Bachelor of Science in Business Administration, focusing on marketing from Saginaw Valley State University. Kara is a member of the Saginaw Valley Young Professionals Network and has spent time volunteering for Saginaw Children’s Museum and Relay for Life.

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

My specific goal for clients at Tri-Star is to make sure that they have immense trust in us. I want our clients to sleep well at night knowing that their investments are in good hands.

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

Never stop learning. View everyday as an opportunity to learn something new.

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

I love working with such intelligent, caring and driven individuals. We work together as a team to accomplish goals and everyone is receptive of other people’s ideas and feedback.

What’s your favorite quote?

“You miss 100% of the shots you don’t take.” – Wayne Gretzky

JASON GRINDLE

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

JANE HAGEN, AIF®, C(k)P®, QPFC

Senior Vice President, Director of Retirement Plans & Senior Relationship Manager
Team Member since 2000

Jane Hagen is a director of corporate retirement plans, including account administration, client servicing, and wealth management services for individuals and corporate retirement plans. She is the original retirement plan team member at Tri-Star and built the program from the ground up. Jane conducts employee communication meetings for corporate retirement plans and is a partner in providing health insurance solutions to clients. Jane has 25+ years’ experience in banking and trusts/investments directly related to employee benefit plans and personal trust accounts. Not only has she graduated from Delta College in business administration, but she is also a graduate of Cannon Trust Employee Benefits School and Great Lakes Bay Leadership Institute. Jane is licensed in Michigan Life Insurance, Michigan Health Insurance, and Past NASD Series 6/State Sec. 63. She is a member of NAPA and attends annual NAPA 401(k) summits. She also has designations in Certified 401(k) Professional (C(k)P®), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF®). Jane is a member of the Women in Pension Network, Northeastern Michigan Estate Planning Council, Bay City Morning Rotary, Junior League of Saginaw Valley, and is a board member of Great Lakes Bay Regional Alliance Alumni Ambassadors. She is a golf outing chair for Boys & Girls Clubs of the Great Lakes Bay Region and an investment advisory committee chair of the Delta College Foundation. She is also a former trustee and is currently on the stewardship committee of the Bay Area Community Foundation.

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

401(k) PARTICIPANTS – “One step at a time, one percent increase at a time and one year at time” makes investing for retirement not so overwhelming.

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

I love the wonderful close clients that have become friends over the years and our incredible team of professional at Tri-Star.

What do you enjoy doing in your personal time?

Spending time with friends/family and pure barre exercise classes.

What are your top three bucket list items?

Travel as many different places as possible to see the world and its wonders.

ANN HALL, J.D.

Trust Officer,
Estate Settlement Specialist
Team Member since 2015

Ann Hall assists clients with questions regarding their financial accounts, estate planning, and future goals. She also provides ongoing management for clients that are no longer able to manage their affairs. As an estate settlement specialist and trust officer, Ann takes the stress off of families by gathering assets, selling real estate and personal property, while ensuring that charitable bequests and beneficiary distributions are completed following the deceased’s wishes. She brings a lifetime of customer service and over 13 years in estate planning, probate, trust administration, and real estate. Ann is a former partner and founding member of Pathfinder Legal Services, PLC, and is a member of the Michigan Bar Association and the Eastern and Western Michigan Divisions of the United States District Court. She has a bachelor’s degree from Central Michigan University and her Juris Doctor from Western Michigan’s Thomas M. Cooley Law School. Ann lives her values by acting as president of the Saginaw Shiawassee Habitat for Humanity, and trustee of the Owosso High School Choir Boosters. She spends her free time costuming community and high school theater productions.

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

I want to reassure them that we have their best interests at heart. I want them to understand their own finances and not be afraid to ask questions.

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

The people truly care about their clients, the community and each other. It’s genuine and it’s unfortunately rare.

What do you enjoy doing in your personal time?

Reading, hanging out with my kids, and costuming amateur theater productions.

What’s your favorite quote?

“The reading of all good books is like a conversation with the finest minds of past centuries.” – René Descartes

STEVE HILL

Vice President, Investment Manager
Team Member since 2018

Steve Hill is an experienced vice president of investments with a demonstrated history of working in the financial services industry. He is skilled in presentation skills, retirement planning, investment management, financial analysis, and finance. He achieves his clients’ goals and aspirations to help offer a more comfortable future. Steve has 20 years’ experience in wealth management. He has a bachelor’s degree focused on health science and business administration from the University of Florida. He is the treasurer of the Midland Lacrosse Club and is involved with Leadership Midland Alumni Association. He also spends time volunteering as the coach for youth hockey and track and field.

JACK KIDWELL, J.D.

Senior Vice President, Senior Relationship Manager & Director of the
Philanthropic Solutions Group
Team Member since 2005

Jack Kidwell is a very considerate, caring, and accepting individual. He wants to understand his clients’ feelings, goals, fears, and dreams and help them achieve them. Trust is very important to Jack as he believes a relationship has value only if it is genuine. He is a fantastic mentor and loves helping others reach their potential by giving honest counsel and encouragement to take the next step ―even if it is uncomfortable. Jack comes to Tri-Star with 25+ years’ experience in trust administration, estate, and charitable planning services and is the president and partner of the Corinthian Group, LLC. Jack has his Juris Doctorate and Bachelor of Arts from Valparaiso University. He has had his designation in Certified Financial Services Counselor since 1989 and is a graduate of the National Graduate Trust School and the 1000 Leaders Initiative. Jack is a member and former board member of the Northeastern Michigan Estate Planning Council. He is a former member and an officer and president of the Mid-Michigan Planned Giving Council and a past international president of the International Lutheran Laymen’s League. Jack is a past board trustee and board chairman of the Lutheran Hour Ministries Foundation. He is a past vice-chair of the Here We Stand Campaign (Michigan District of the LCMS) and is a board member of the State Theatre Bay City.

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

I like our clients to have the confidence in their decisions based on the best advice we can offer each time a matter is brought forward to resolve. I also like our clients to feel comfortable that we are watching out for the best interests for themselves and their family.

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

I love working for a smaller company whose vision, mission and values are a comfortable fit for me. I have also been provided many unique opportunities to do creative solutions for a wide variety of client experiences which would not have been able to happen in a different corporate culture.

What’s your favorite food?

Chicago style deep dish pizza however once a year I do enjoy the heart attack starter of Chicken Fried Steak, gravy, mashed potatoes, corn and biscuits from a restaurant in Tombell, Texas!

What are your top three bucket list items? Going to Tombell, Texas…LOL just kidding.

Ride in a hot air balloon again
Drive a Porsche or Ferrari in a car racing experience through some hot laps
To hike through some national parks in our western states.

Success Starts with a Winning Team

Meet the Team Supporting You

Team Tri-Star

Interested in Joining the Tri-Star Team?

ABOUT

SERVICES

TEAM

NEWS

CONTACT

ACCOUNT ACCESS

STEPHANIE ANDERSON, CFA ®

BENJAMIN BAKKEN

CYNTHIA BELLAVER

DEBBIE BRIGUGLIO

BECKY CARRIER, MBA

KYLE CHAPPLE

BILL CHRISTENSEN, FPQP™, CISP, CTFA

ANDREW DALTON

BRENDA EDWARDS

ADAM ENGEL

CLAUDIA FLATTERY

KARA FRANCKE

JASON GRINDLE

JANE HAGEN, AIF®, C(k)P®, QPFC

ANN HALL, J.D.

STEVE HILL

JACK KIDWELL, J.D.

Success Starts with a Winning Team

Meet the Team Supporting You

Team Tri-Star

Interested in Joining the Tri-Star Team?

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0003_Stephanie-Anderson-240x300-1.jpg" alt="" width="188" height="235" />STEPHANIE ANDERSON, CFA ®

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0030_Cyndy-Bellaver-240x300-1.jpg" alt="" width="188" height="235" />CYNTHIA BELLAVER

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0028_Debbie-Briguglio-240x300-1.jpg" alt="" width="188" height="235" />DEBBIE BRIGUGLIO

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0035_Becky-Carrier-240x300-1.jpg" alt="" width="188" height="235" />BECKY CARRIER, MBA

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0012_Kyle-Chapple-240x300-1.jpg" alt="" width="188" height="235" />KYLE CHAPPLE

<img class="wp-image-6438 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2020/12/Bill-Christensen-HS-for-website.jpg" alt="" width="239" height="298" />BILL CHRISTENSEN, FPQP™, CISP, CTFA

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0038_Andy-Dalton-240x300-1.jpg" alt="" width="188" height="235" />ANDREW DALTON

<img class="wp-image-6437 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2020/12/Brenda-Edwards-HS-for-website.jpg" alt="" width="239" height="298" />BRENDA EDWARDS

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0041_Adam-Engel-240x300-1.jpg" alt="" width="188" height="235" />ADAM ENGEL

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0031_Claudia-Flattery-240x300-1.jpg" alt="" width="188" height="235" />CLAUDIA FLATTERY

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/5.jpg" alt="" width="188" height="235" />KARA FRANCKE

JASON GRINDLE

JANE HAGEN, AIF®, C(k)P®, QPFC

<img class="wp-image-7177 alignleft size-medium" src="https://www.tristartrust.com/wp-content/uploads/2021/01/Ann-Hall-HS-for-bio-228x300.jpg" alt="" width="228" height="300" />ANN HALL, J.D.

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0002_Steve-Hill-240x300-2.jpg" alt="" width="188" height="235" />STEVE HILL

JACK KIDWELL, J.D.

STEPHANIE ANDERSON, CFA ®

CYNTHIA BELLAVER

DEBBIE BRIGUGLIO

BECKY CARRIER, MBA

KYLE CHAPPLE

BILL CHRISTENSEN, FPQP™, CISP, CTFA

ANDREW DALTON

BRENDA EDWARDS

ADAM ENGEL

CLAUDIA FLATTERY

KARA FRANCKE

ANN HALL, J.D.

STEVE HILL