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
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Senior Vice President,
Lansing Market Director
Senior Relationship Manager
COLIN CAMPBELL
Retirement Plans Assistant
BECKY CARRIER, CFP®
Vice President,
Investment Manager
Investment Manager
bill christensen, FPQP™, CISP, CTFA
Relationship Manager

Project Manager
Alexander Doyle
Relationship Assistant
Adam Engel, BPA, CTOP™
Trust Officer,
Operations Manager
Jane Hagen, AIF®, C(k)P®, QPFC
Director of Retirement Plans
& Senior Relationship Manager
steve hill
Investment Manager
jack kidwell, J.D.
Senior Relationship Manager &
Director of the Philanthropic
Solutions Group
Pavel Konecny, CFA®
Chief Financial Officer &
Chief Investment Officer
Senior Relationship Manager
Alana La Rue
shelby miller-DuFort, RPF
Retirement Plans Associate
Jenny Moody, RPF
Gene Pickelman, CFP®
Chief Executive Officer
Jonathan Pickelman, CFP®
Vice President,
Relationship Manager & Market Director
SPENCER PNACEK
Investment Assistant
bobbi putman, CFP®
Financial Planner
Business Development
Lee B. Reimann, JD, CPA, CFP®
Vice President,
Relationship Manager
Mason Sarosi, CFA®
Trust Officer,
Relationship Manager
MORGAN SCHIEBER
Operations Assistant
Market Director &
Relationship Manager
Director of Personal Trust
Administration & Relationship Manager
Lance Tenwalde, QKA®
Trust Officer,
Retirement Plans Associate
TOM VAN HOOF
Audit and Compliance Manager
Trust Officer,
Retirement Plans Relationship Manager
Abby Welsh
Marketing Coordinator
Relationship Associate
Director of Marketing
and Communications
MELANIE YORK, MBA, CPA
Vice President,
Controller
Investment Manager