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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STEPHANIE ANDERSON, CFA ®

Vice President,
Investment Manager

BENJAMIN BAKKEN

Senior Vice President,
Lansing Market Director

CYNDY BELLAVER

Receptionist

DEBBIE BRIGUGLIO

Vice President,
Senior Relationship Manager

BECKY CARRIER

Trust Officer,
Investment Manager

KYLE CHAPPLE

Investment Associate

Bill Christensen

bill christensen

Vice President,
Relationship Manager

KAY COOPER

Vice President,
Director of Operations,
Audits and Compliance &
Senior Operations 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 Assistant

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

Trust Officer,
Estate Settlement Specialist

steve hill

Vice President,
Investment Manager

dawn kenroy

Vice President,
Relationship Manager

jack kidwell

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

Jenny Moody

Retirement Plans Assistant

Kara Francke

Marissa Nowak

Relationship Assistant

APRIL PARKER

Marketing Assistant,
Graphic Designer

Jessica Petersen

Relationship Assistant

Gene Pickelman, CFP ®

President,
Chief Executive Officer

Jon Pickelman, CFP ®

Trust Officer,
Relationship Manager

bobbi putman, CFP ®

Vice President,
Financial Planner

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

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?