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.

    BENJAMIN BAKKEN, CFP®, CEPA®

    Senior Vice President,
    Lansing Market Director

    ANDREW BETHUNE

    Vice President,
    Business Development Officer

    BRENT BISMACK

    Business Development Officer

    MOLLY BRAGG

    Financial Planning Assistant

    DEBBIE BRIGUGLIO

    Vice President,
    Senior Relationship Manager

    COLIN CAMPBELL, RPF, MBA

    Retirement Plans Assistant

    BECKY CARRIER, CFP®

    Vice President,
    Investment Manager

    KYLE CHAPPLE

    Trust Officer,
    Investment Manager

    Bill Christensen

    bill christensen, FPQP™, CISP, CTFA

    Vice President,
    Relationship Manager

    Andrew Dalton

    Business Analyst,
    Project Manager

    Daniel DePelsMaeker

    IT Associate

    Alexander Doyle

    Relationship Assistant

    Dewey Doyle, CFP®

    Investment Manager

    Brenda Edwards

    Relationship Assistant

    Adam Engel, BPA, CTOP™

    Trust Officer,
    Operations Manager

    Jane Hagen, AIF®, C(k)P®, QPFC

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

    Austin Hammond

    Relationship Assistant

    Spencer Hardy

    Investment Associate

    steven hill

    Vice President,
    Director of Investment Management

    jack kidwell, J.D.

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

    Kara Francke

    Pavel Konecny, CFA®

    President,
    Chief Executive Officer

    Mary Jo Krick, CTFA

    Vice President, Market Director &
    Senior Relationship Manager

    Alana La Rue

    Relationship Assistant

    Kayla McCormic

    Relationship Assistant

    Mackenzie Meyers

    Trust & Fiduciary Services Specialist

    shelby miller-DuFort, MBA, RPF

    Retirement Plans Associate

    Kara Francke

    Colby J. Moergeli

    Financial Planning Associate

    Jenny Moody, RPF

    Retirement Plans Assistant

    APRIL PARKER

    Relationship Assistant

    Jonathan Pickelman, CFP®

    Vice President,
    Relationship Manager & Market Director

    SPENCER PNACEK

    Investment Assistant

    bobbi putman, CFP®

    Vice President,
    Financial Planner

    Bob Rathbun

    Senior Vice President,
    Business Development

    Lee B. Reimann, JD, CPA, CFP®

    Vice President,
    Relationship Manager,
    Director of Trust & Fiduciary Services

    Laura Riffel

    Human Resource Generalist

    Danielle Rousseau

    Relationship Associate

    Rachel Sampson

    Relationship Associate

    Lisa Saph

    Executive Assistant

    Mason Sarosi, CFA®

    Trust Officer,
    Relationship Manager

    MORGAN SCHIEBER

    Operations Assistant

    Kevin Scorsone

    Vice President,
    Market Director &
    Relationship Manager

    Dane Senkowski

    Investment Associate

    Joel Spickerman

    Middle Officer Manager

    Hailey Spitz

    Relationship Assistant

    Anthony Taylor

    Senior Vice President,
    Chief Operating Officer

    Lance Tenwalde, QKA®

    Trust Officer,
    Retirement Plans Associate

    TOM VAN HOOF

    Audit and Compliance Manager

    Kara Francke

    Jordan Waier, CFP®

    Trust Officer,
    Retirement Plans Relationship Manager

    Abby Welsh

    Marketing Coordinator

    Carter Welter, CFP® 

    Relationship Associate

    Dawn Wright, CFP®

    Trust Officer,
    Financial Planner

    Kristen Wuerfel

    Vice President,
    Director of Marketing
    and Communications

    MELANIE YORK, MBA, CPA

    Vice President,
    Chief Financial Officer

    Kara Francke

    William Zank, CFIP

    Trust Officer,
    Investment Manager

    Interested in Joining the Tri-Star Team?