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, CFP®

    Senior Vice President,
    Lansing Market Director
    CYNTHIA BELLAVER
    Relationship Assistant

    BRENT BISMACK

    Business Development Officer

    DEBBIE BRIGUGLIO
    Vice President,
    Senior Relationship Manager

    BECKY CARRIER, CFP®

    Vice President,
    Investment Manager

    KYLE CHAPPLE
    Investment Associate
    Bill Christensen

    bill christensen, FPQP™, CISP, CTFA

    Vice President,
    Relationship Manager
    Andrew Dalton
    Business Analyst,
    Project Manager

    Casey Dalton, CFP®

    Vice President,
    Financial Planner

    Alexander Doyle

    Relationship Assistant

    Dewey Doyle, CFP®

    Investment Manager

    Brenda Edwards
    Relationship Assistant

    Adam Engel, BPA

    Trust Officer,
    Operations Manager

    Claudia Flattery
    Vice President,
    Controller & Director of
    Human Resources
    Jason Grindle

    Vice President,
    Investment & Relationship Manager

    Jane Hagen, AIF®, C(k)P®, QPFC

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

    Spencer Hardy

    Investment Associate

    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

    Alana La Rue

    Marketing Specialist

    shelby miller-DuFort, RPF

    Retirement Plans Assistant
    Kara Francke

    Colby J. Moergeli

    Financial Planning Analyst

    Jenny Moody, RPF

    Retirement Plans Assistant

    Cody Oczepek

    Trust Operations Assistant

    APRIL PARKER
    Relationship Assistant

    Gene Pickelman, CFP®

    President,
    Chief Executive Officer

    Jonathan Pickelman, CFP®

    Vice President,
    Relationship Manager & Market Director

    bobbi putman, CFP®

    Vice President,
    Financial Planner
    Bob Rathbun
    Senior Vice President,
    Business Development

    Lee B. Reimann, JD, CPA, CFP®

    Vice President,
    Relationship Manager

    DREWE ROBINSON
    Registered Representative of
    LPL Financial, LLC
    Danielle Rousseau
    Relationship Associate
    Lisa Saph
    Executive Assistant

    Mason Sarosi, CFA®

    Trust Officer,
    Relationship Manager

    Kevin Scorsone
    Vice President,
    Market Director &
    Relationship Manager

    Dane Senkowski

    Investments Intern

    Anthony Taylor
    Senior Vice President,
    Director of Personal Trust
    Administration & Relationship Manager

    Lance Tenwalde, QKA

    Trust Officer,
    Employee Benefits Associate

    TOM VAN HOOF

    Audit and Compliance Manager

    Kara Francke
    Jordan Waier

    Trust Officer,
    Employee Benefits Relationship Manager

    Carter Welter
    Relationship Assistant
    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?