BENJAMIN BAKKEN, CFP®, CEPA®

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 currently serves as a member of the Board of Directors for the Lansing Economic Area Partnership (LEAP), member of the Lansing Regional Chamber of Commerce Policy Committee, Board Member for the Lansing Regional SmartZone / Local Development Financing Authority, co-founder and organizer for 5 Minutes Tops student shark-tank contest, Treasurer for the Holt Education Foundation, member of the Lansing Promise Business Council, Vice Chairperson for the Lansing Community College Foundation, and President for Holt Junior Rams Basketball. He also enjoys fundraising for Special Olympics Michigan’s Polar Plunge, Women Working Wonders / Sparrow Foundation’s Dapper Dads, Carefree Medical’s Dancing with the Local Stars, and Children’s Ballet Theatre Nutcracker performance as ‘Mother Ginger’. Ben was the HEF recipient of the 2022 Community Person of the Year award, as well as the Lansing Regional Chamber of Commerce 2011 ’10 Over The Next Ten’ award.

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 family. They are my life. Everything that I do, I do for them. My wife Sarah and I are certainly busy with Clara, Emma, Jack, Alex, and Henry, 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.

ANDREW J. BETHUNE

Vice President, Business Development Officer
Team Member since 2022

Andrew Bethune joins us with a multitude of experiences, his most recent being from Saginaw Valley State University, his alma mater, where he was Executive Director of the SVSU Foundation. In his 18 years with the foundation, Andy oversaw the private fundraising initiative to construct the Carmona College of Business, which raised nearly $16 million. That was only one of the several achievements that were made in his time at SVSU. Andy received his Bachelor of Business Administration from Saginaw Valley State University as well as received his Certified Fundraising Manager from Indiana University. As he loves being involved in his work, he is also highly involved in his community. Andy is the Endowment Chair for the First United Methodist Church of Saginaw, Chair of the Men’s Golf Fellowship – Saginaw, and Chair of Mridha International Institute for Peace and Happiness.

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

My goal is to serve Tri Star clients to help them achieve their personal, family, and community goals.

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

Never stop learning.

What’s your favorite quote?

“Spread love everywhere you go. Let no one ever come to you without leaving happier.” – Mother Teresa

What are your top three bucket list items?

1. Travel to Australia
2. Read the Bible cover to cover
3. Play golf at the Old Course – St. Andrews

BRENT BISMACK, CFP®

Assistant Vice President, Relationship Manager
Team Member since 2022

Brent Bismack is an adaptive, communicator who is always searching for a challenge he can compete at. He is always putting his analytical mindset behind his competitions to ensure that he will get to the top! Brent is a graduate of Central Michigan University and has 23 years of customer service experience from roles as wide as a sales associate, to partner and store manager. Along with his dedication to his work, Brent enjoys participating in his community. He is the former President of the congregation at Zion Evangelical Lutheran in Freeland, MI. Currently, Brent serves as the President of St. John ELCA Legacy Foundation of Saginaw, Ambassador for the Bay Area Chamber of Commerce, as well as a graduate of Leadership Bay County in 2009.

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

I love working with a team of intelligent individuals that truly care for each other as well as clients as family. That level of care allows us to make great results happen.

What’s your favorite quote?

“I’m growing older but not up” – Jimmy Buffett

I often joke that I maintain the mentality of my youngest child. Unfortunately, they are growing older!

What are your specific goals for the Tri-Star Trust Clients?

I am excited to help identify our client’s financial goals and help them achieve their goals which will allow them to focus on their family and community.

MOLLY BRAGG

Financial Planning Assistant
Team Member since 2023

Molly builds strong relationships and senses the emotions of others. She recognizes potential and can determine how resources can be utilized. She is adept to dealing with problems and can bring a team together. Molly has a dual Bachelor of Early Childhood and Elementary Education from Saginaw Valley State University and was formerly an elementary school teacher. Molly completed the College for Financial Planning and is working toward becoming a CERTIFIED FINANCIAL PLANNER® professional. Molly is an active member of the Frankenmuth Women’s Club, the Young Professionals Network, and is a volunteer for a non-profit cat rescue and adoption agency in Frankenmuth.

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

I love the people – staff and clients! Tri-Star is team-oriented and incredibly welcoming. I feel very supported as an employee of Tri-Star!

What’s your favorite food?

Pizza and Greek food.

What are your top three bucket list items?

1. Visit Greece.
2. Go skydiving.
3. Participate in a triathlon.

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, as well as being a current committee member of Mental Health Partnership Anti-Stigma.

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.

t the COLIN CAMPBELL, MBA

Retirement Plans Associate
Team Member since 2023

Colin is a bundle of energy. His eagerness to learn and create impact knows no bounds. He approaches every conversation, every challenge, and every obstacle as an opportunity for growth and understanding. With an open mind and always seeking more knowledge, Colin eagerly embraces new perspectives and actively seeks out diverse viewpoints to broaden his understanding. Colin focused on Finance for his undergrad degree and completed his MBA at Northwood University in Business Administration. He is involved in MyPros and volunteering at Senior Services socializing with the seniors. Colin is Traverse City native but currently resides in Midland. He enjoys travel, golfing, and cooking most of all!

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

My specific goals for Tri-Star Trust Clients are to make their experience here better after each time we meet. To exceed is one thing but to do it over and over to no end is my goal.

What’s your favorite quote?

“The key to happiness doesn’t lay in numbers in a bank account but in the way we make others feel and the way they make us feel.”

What are your top three bucket list items?

1. Travel to Italy.
2. Complete an Iron Man.
3. Watch the Lions win a super bowl (although this one is far-fetched).

BECKY CARRIER, CFP®

Vice President, 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 20+ years of investment and client servicing experience. She has a Master of Business Administration from Central Michigan University and a Bachelor of Business Administration from Saginaw Valley State University (magna cum laude). She also earned her Certified Financial Planner (CFP) designation in December 2021. Becky is an active member in Great Lakes Bay Region Women in Leadership as well as Secretary on the Executive Committee for the Saginaw County Chamber Ambassadors. Previously, she was an Ambassador (2022) and Team Lead (2024) for the Saginaw County Chamber of Commerce.

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

Assistant Vice President,
Investment Manager
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 past member of the Saginaw Valley Young Professionals Network and served 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 38 years of experience in the banking industry, and over 28 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 Board of Directors for 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

ROB CLARK

Vice President, Market Director
Team Member since 2026

Rob Clark lives his life by the motto “Service Above Self.” He cares deeply about the people around him and wants them to succeed and live happy, prosperous lives. He takes pride in using his creative and critical thinking skills to make his community and the world better places.

Rob earned his bachelor’s degree in vocal music from Knox College in Galesburg, Illinois, and spent 25 years working as a journalist and another eight working in corporate communications before joining the Tri-Star team.

Rob is a graduate of Leadership Bay County and the Great Lakes Bay Regional Leadership Institute. He is a member and Past President of the Rotary Club of Bay City and serves on the boards of directors of the Great Lakes Bay Regional Alliance, Bay Area Soccer Association, and The Kanzler Foundation. He is the founder of Wenonah Park Clean-up Day in Bay City and led the effort to establish, in 2025, the Maplewood Park Sports Complex on Bay City’s East Side.

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

Helping them invest wisely and with confidence so they can achieve their personal or organizational goals.

What do you enjoy doing in your personal time?

Coaching youth soccer, singing/songwriting, seeing Broadway shows, traveling with my family, especially around Michigan.

What are your favorite quotes?

“He who signs prays twice.” – My dad (and St. Augustine)
“Never burn your bridges.” – My mom

What are your top three bucket list items?

1. Publish a children’s book or two.
2. Record an album of original songs.
3. Travel to every continent (2 down, 5 to go).

DANIEL DEPELSMAEKER

Information Technology Manager
Team Member since 2023

Daniel has a desire to learn and improve. He takes ownership of his commitments and takes in information before interpreting. He aims to achieve and is constantly acquiring information. Daniel has 10+ years in IT and has a Bachelor of Computer Science from Saginaw Valley State University.

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

Never be afraid to fail – you learn from it.

What do you enjoy doing in your personal time?

I enjoy spending time with my family and renovating our home.

What are your top three bucket list items?

1. Have a long happy life with my wife.
2. See my kids succeed in their futures.
3. Restore a 1950 Mercury.

ALEXANDER DOYLE

Relationship Associate
Team Member since 2022

Alexander Doyle is a strategic, restorative, self-assured individual. He is never scared to take on a challenge and when faced with an obstacle, he finds a way around it. He uses his sense of what is right and wrong in resolving potential conflicts. Alexander graduated from Michigan State University with a Bachelor of Science in Economics and a minor in Data Analytics. He is very in tune with his community and taking part however he can, from volunteering at St. Joseph Parish in Howell, MI to earning his Eagle Scout Award May of 2016. Alex is currently a part of the Young Professionals’ Network Steering Committee.

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

To provide excellent service and ensure all their needs are met. I want to see all TST’s clients prosper as well as we have.

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

The people. Some of the most talented and dedicated individuals I have ever met work here and I am proud to be a part of the Tri-Star Team.

What do you enjoy doing in your personal time?

I enjoy camping/hiking, reading, and watching movies.

What’s your favorite quote?

“Those who fail to prepare are preparing for failure.” – Ben Franklin

DEWEY DOYLE, CFP®

Vice President, Investment Manager
Team Member since 2022

Dewey Doyle is a restorative learner. He has a great desire for learning new things and can adapt well when an obstacle comes his way. In addition, he loves working closely with his peers and seeks agreement for a common end goal. Dewey brings 15 years of experience to Tri-Star Trust and our investments team. He received a Bachelor of Science from Grand Valley State University, as well as going back to receive a Master of Science in Finance from the University of Scranton. Dewey is a Certified Financial Planner (CFP). He is also Vice President of the Parent Teacher Organization of his youngest daughter’s school.

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

I would like our clients to feel confident that Tri Star is being a “good steward” of the funds they have entrusted with us to be managed. I believe that confidence will only exist if we are transparent and proactive with our communication about our process, our performance, and our investment philosophy.

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

Every employee is dedicated to the Tri-Star’s higher purpose of building caring, genuine relationships that strengthen families and transform our communities. This dedication can be seen in our client relationships through the level of care that is taken in everything from investment management to something as simple as how a client prefers their coffee.

What do you enjoy doing in your personal time?

I love spending time with my wife; Nancy and two daughters Elizabeth and Margaret. I also enjoy doing home improvement projects, reading, and traveling with my family.

What are your top three bucket list items?

Own a cabin in the Upper Peninsula of Michigan, preferably something “off the grid”
Take my family on an RV trip through National parks located in the western United States
Travel to South America

BRENDA EDWARDS

Relationship Associate
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, BPA, CTOP™

Vice President, Director of Operations
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 17+ 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 was a former member of the Saginaw Area Concert Band and 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.”

JAYDEN EVANS

Relationship Associate
Team Member since 2024

Jayden has a strong desire to learn and often seeks out things that might affect a situation. He spots relevant patterns in any given scenario and can quickly create alternative ways to proceed. He values strong relationships and believes a team is greater than its parts. Jayden graduated from Northwood University and has a Bachelor of Business Administration in Data Analytics. He briefly worked as a teller for Wanigas Credit Union and gained experience as a part-time data analyst for Northwood University’s undergraduate admissions team.

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

The culture. Everyone on the Tri-Star team has been a delight to be around and work with. It is obvious Tri-Star promotes a healthy work environment and that all their employees truly want to be here and provide the best possible service to the clients they work and interact with.

What do you enjoy doing in your personal time?

I enjoy playing basketball, learning how to cook different types of food, and spending time staying active with friends and family.

edTORI FOWLER

Operations Accounting Assistant
Team Member since 2026

Tori earned her BBA in General Business from Saginaw Valley State University after being accepted at 15 years old into the Great Lakes Bay Early College program. This opportunity allowed her to take college courses at SVSU during her junior and senior years of high school, where she explored a variety of subjects and discovered her passion for the business field. In 2021, she also became Bloomberg (BMC) Certified.

Previously, she has worked as an administrative clerk at Garber Management Group, gaining experience in administration and accounting within the automotive industry. In this role, her strong attention to detail was essential as she calculated and processed Gap Insurance refunds and performed audits.

Tori regularly volunteers at Saginaw Valley United’s Food Bank & Clothing Closet, East Side Soup Kitchen, the Saginaw Rescue Mission, and has helped individuals transition into stable housing through the Partnership Center.

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

How genuine the people are. I’ve come to find that Tri-Star is full of the most caring, honest, and dediated people.

What do you enjoy doing in your personal time?

I love to spend quality time with my family and friends. I also enjoy music, podcasts, and traveling Michigan for coffee shops and different Ethnic foods.

What’s your favorite food?

Does an Iced Pistachio Latte count?

DREW GANDY

Relationship Associate
Team Member since 2024

Drew graduated from Hillsdale College with a Bachelor of Business Administration in Financial Management. While at Hillsdale College, Drew was a NCAA collegiate athlete, as he was of a member of the Men’s Golf Team. Presently, Drew is a Level III candidate in the CFA (Chartered Financial Analyst) Program. A native to Midland, Drew enjoys cultivating close relationships and making the community around him a better place.

What is your favorite quote?

“Do not indulge in dreams of having what you have not, but reckon up the chief of the blessings you do possess, and then thankfully remember how you would crave for them if they were not yours” – Marcus Aurelius

What are your top three bucket list items?

1. Play Augusta National.
2. Attend a Champions League final.
3. Visit all 50 states!

JANE HAGEN, AIF®, C(k)P®, QPFC

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

Jane Hagen serves as the Director of Corporate Retirement Plans at Tri-Star, overseeing account administration, client servicing, and wealth management services for both individuals and corporate retirement plans. As the original member of the retirement plan team, Jane played a pivotal role in building the program from the ground up. In addition to her administrative responsibilities, Jane conducts employee communication meetings for corporate retirement plans and collaborates in providing tailored health insurance solutions to clients. With over 30 years of experience in banking, trusts, and investments, Jane’s expertise is closely aligned with employee benefit plans and personal trust accounts. Jane’s educational background includes a degree in Business Administration from Delta College, as well as certifications from Cannon Trust Employee Benefits School and the Great Lakes Bay Leadership Institute. She holds licenses in Michigan Life Insurance, Michigan Health Insurance, and previously held the NASD Series 6/State Sec. 63 certification. A dedicated professional, Jane is an active member of the National Association of Plan Advisors (NAPA) and regularly participates in their annual NAPA 401(k) summits. She holds esteemed designations as a Certified 401(k) Professional (C(k)P®), a Qualified Plan Financial Consultant (QPFC), and an Accredited Investment Fiduciary (AIF®). Beyond her professional commitments, Jane is a member of various community organizations, including the Women in Pension Network, a board member of the Northeastern Estate Planning Council, Bay City Morning Rotary, and is a sustaining member of Junioe League of Saginaw Valley. She also serves as a board member for the Covenant Healthcare Foundation. Jane takes an active role in philanthropy, acting as the chair for the Great Lakes Bay Region Boys & Girls Club annual golf outing. In addition, she serves on the Investment Advisory Committee for the Delta College Foundation. She has previously served as a trustee of the Bay Area Community Foundation and is currently a member of their stewardship committee.

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

AUSTIN HAMMOND, CFP®

Relationship Associate
Team Member since 2022

Austin Hammond is a high achiever who can handle great responsibility because of his determined focus. He is driven by his talents to create and achieve the best work environment for not only our clients but also our team. Austin is a graduate of Northwood University with a Bachelor of Business Administration and a focus on Finance. Throughout his schooling, Austin worked for Hemlock Semiconductor, which excelled his skills in Microsoft Excel, and Microsoft Office, as well as learning a great deal about the importance of teamwork. Even while holding a job off campus, Austin made the Dean’s list two semesters in a row and the president’s list for a semester. Austin participated in the Saginaw Golds Travel Baseball Team, where they would not only compete, but would also help with the cleaning up of their community.

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

I hope to help contribute to reaching the financial goals of our clients alongside some of the most amazing and intelligent individuals. I also value the relationships between ourselves and our clients, as it is very important to our values.

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

Some of the best knowledge is learned through your peers, not necessarily through textbooks.

What’s your favorite quote?

“The greatest glory in living lies not in never falling, but in rising every time we fall”
– Nelson Mandela

What are your top three bucket list items?

1. Visit every Major League Baseball field
2. Take a trip to Europe
3. Own my own boat and/or side-by-side

SPENCER HARDY

Investment Manager
Team Member since 2021

Spencer Hardy is a very consistent, analytical, developer. He fits in stupendously with our investments team with how he thinks about every factor that could affect the situation on hand. With Spencer being a very analytical person, he can get a result and get much satisfaction no matter how small the improvement might be. Spencer has had much experience from being a Hospital Corpsman as well as being involved in Field Medical Technician School in the United States Navy. Following his services, Spencer enrolled in Saginaw Valley State University to earn his Bachelor of Business Administration with a major in finance as well as obtaining his Master’s of Science in Finance from Northwood University. He has had experience not only in the Navy but also has a background in insurance, as well as becoming an investment intern before gaining his new role as Investment Associate.

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

Establish a relationship with clients based on achieving their long-term financial goals and ambitions.

What’s your favorite quote?

“Never be too big to do the small things that need to be done.” – All Blacks Rugby Team of New Zealand

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

Critical issues are solved with a team-based approach. I also appreciate how approachable the staff is here.

What are your top three bucket list items?

1. Witness the Detroit Lions win a Super Bowl

2. Visit National Monuments and Parks in every state

3. Go deep-sea fishing

STEVEN HILL

Vice President, Director of Investment Management
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 and financial analysis. He helps his clients’ achieve their goals and aspirations to help offer a more comfortable future. Steve has 23 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 an Investment committee member of the Midland Area Community Foundation.

What do you enjoy doing in your personal time?

I enjoy spending time with my family boating on Torch Lake and exploring all the beauty in Northern Michigan.

What’s your favorite quote?

“In absence of value, price becomes factor”

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

From the day I came to Tri-Star, I have loved how everyone that works here has a passion to serve our clients. We take pride in providing exceptional service and care for our clients. It is ingrained in our culture and attracts likeminded people. Many firms preach this, but most fall short as profit and creating shareholder value becomes more important that doing what is right for their clients.

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 board member and former 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.

MATT KING

Investment Intern
Team Member since 2025

Matt is deeply motivated, always pushing himself to reach the next goal while encouraging those around him to do the same. He has a natural gift for expressing ideas clearly and inspiring others through his words. Curious by nature, he’s constantly absorbing new information and seeking out ways to grow. At the same time, he brings a calming presence to group settings, helping people find common ground and work together smoothly. Matt is currently a student at Michigan State University, focusing on Financial Planning & Wealth Management.

What are your specific goals at Tri-Star Trust?

My specific goals are simply to learn the most I can about wealth management and investments in my time spent here, while also building connections in the industry.

What do you enjoy doing in your personal time?

In my personal time I enjoy spending quality time with my roommates, friends, and girlfriend. I also really enjoy taking care of my dogs and watching football.

What are your top three bucket list items?

1. Visit every country.
2. Own a Porsche 911.
3. Maintain healthy relationships with my long-time friends.

TYLER KIRBY, J.D.

Assistant Vice President, Relationship Manager
Team Member since 2024

Tyler thrives in close relationships and enjoys working with others to achieve goals. Thoughtful and careful in his decisions, Tyler anticipates obstacles and creates alternative solutions. With strong stamina, he takes pride in staying productive and quickly spotting key patterns in any situation. Tyler obtained his Bachelor of Arts in Political Science from College of Charleston in 2011 and his Juris Doctor (J.D.) designation from North Carolina Central University School of Law in 2014. Tyler has experience as a Judicial Extern for the United States District Court from 2010-2011 as well as 2014, Trust Officer for Bank of America Private Bank for 7 years, and Senior Trust Officer for TIAA Trust for 4 years. He is an active member of the nonprofit organization Ducks Unlimited.

What are your specific goals for Tri-Star clients?

I want our clients to regard Tri-Star Trust as an integral piece to achieve their current financial objectives and long-term goals. We listen intently, advise prudently, and execute sensibly, to give our clients confidence that their wealth is distributed and used as they wish.

What’s your favorite food?

Shrimp & grits.

What are your top three bucket list items?

1. Drop in Jackson Hole’s Corbet’s Couloir.
2. Visit the European Christmas Markets.
3. Stand in the Sistine Chapel.

PAVEL KONECNY, CFA®

President, Chief Executive Officer
Team Member since 2018

Pavel Konecny is proactive, analytical, collaborative, and team-oriented. He is an observer of others’ strengths and can draw out the best in his team. By intuitively seeing a way when others are convinced there is none, he leads them to success. Pavel comes to Tri-Star with 20+ years’ experience in corporate treasury. He received his master’s and bachelor’s degrees in business administration from Northwood University, and later earned the designation of Chartered Financial Analyst (CFA®). He is heavily involved in both Saginaw and Midland communities currently serving as a Vice-Chair of the Saginaw Chamber of Commerce, and a board member of the Great Lakes Bay Regional Alliance and Midland Center for the Arts. In addition, Pavel as a member of the board of Michigan Chamber of Commerce.

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

I want them to be confident that their life savings are being handled with the upmost competency and with complete objectivity.

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

The incredible care and thoughtfulness for our clients and each other that my colleagues display every day.

What’s your favorite quote?

Herbert Henry Dow – I can find a hundred men to tell me an idea won’t work… what I want are men who will make it work.

What’s your favorite food?

Chicken scampi

ALANA LA RUE, MBA

Relationship Associate
Team Member since 2022

Alana La Rue is a strategic and inclusive achiever dedicated to overcoming challenges and understanding the root causes of obstacles. Her disciplined approach ensures that everything is organized and follows a structured routine, fostering a mindset geared towards achievement. Alana thrives on staying engaged and pursuing her passions. She holds a Bachelor of Business Administration with a focus in Finance and Business Management, as well as a Master of Business Administration, earned through Northwood University’s integrated 4-year BBA/MBA program. In addition to her professional pursuits, Alana is passionate about giving back to the community. She actively participates in volunteer initiatives and after-work events aimed at supporting those around her.

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

I hope to achieve the goals put in place for our clients. It is very important that even if there is bad news within the market, the client always leaves with a smile on their face! I hope that our team can come together and bring the client service they can’t get elsewhere!

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

“Insanity is doing the same thing over and over and expecting different results” -Albert Einstein.

If you want something to change, you have to think outside the box to figure out how to get there. If you continue doing the same thing over again, nothing will change except your mindset on the outcome.

What do you enjoy doing in your personal time?

I will always love spending quality time with my family or friends. Whether it’s traveling, watching hockey, or going on adventures at my cottage, as long as I’m spending time with them, I am thankful!

What’s your favorite quote?

“Whether you think you can or you think you can’t, either way, you are right.” -Henry Ford

KAYLA MCCORMIC

Relationship Associate
Team Member since 2023

Kayla builds strong and meaningful relationships by connecting well with others and taking the time to understand what matters most to them. She has a genuine desire to learn, improve, and find thoughtful solutions. Kayla considers all aspects of a situation and enjoys identifying opportunities and making recommendations that help clients feel confident in their financial decisions.

Kayla graduated magna cum laude from Northwood University with a Bachelor of Business Administration degree. She brings more than five years of banking experience to her role as a Financial Service Representative and is currently working toward her CFP® certification.

Outside of work, Kayla enjoys giving back to her community. She is the Parliamentarian for the Frankenmuth Women’s Club and has volunteered with Carriage Town Ministries, Habitat for Humanity, Odyssey of the Mind, and AYSO Soccer.

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

To leave them better than I found them—to provide reassurance, thoughtful guidance, and a smile along the way.

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

I love working alongside so many talented and kind people in an environment where collaboration is encouraged and things get accomplished. I feel very fortunate to be part of a team that genuinely cares about one another and the clients we serve.

What are your top three bucket list items?

1. Make my children’s life as happy and as enjoyable as possible.
2. Own a home on a large body of water.
3. Watch my friends and family enjoy retirement.

GREG MCKEEVER

Financial Advisor
Registered Representative of LPL Financial, LLC
Team Member since 2024

Greg has a contagious enthusiasm and a sense of directness that makes him a natural-born leader. He holds his values high and remains consistent in his work and relationships. Greg graduated from Saginaw State University with a Bachelor of Business Administration in Finance. During his time in college, he worked as an Associate Wealth Management Advisor where he gained experience in building comprehensive financial plans. He has obtained the following licenses: Michigan Life, Accident, & Health, SIE, Series 7, Series 63, & Series 66. Greg is currently a big brother at Big Brothers Big Sisters and is a member of MyPros. In his spare time, he is both a member of golf and soccer leagues.

What are your specific goals for Tri-Star?

To help people in a meaningful and genuine way by alleviating their financial worries, allowing them to live their best life.

What do you enjoy doing in your personal time?

I enjoy playing most sports, cheering on the Detroit Lions & Manchester United, and spending quality time with friends/family.

What are your top three bucket list items?

1. See a Manchester United game at Old Trafford.
2. Visit Ireland.
3. Attend a FIFA World Cup abroad and see multiple games.

________________________________________________________________

LPL Financial Form CRS

Check the background of your financial professional on FINRA’s BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Tri-Star Trust is not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LPL, and may also be employees of Tri-Star. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Tri-Star. Securities and insurance offered through LPL or its affiliates are: The LPL Financial Representative associated with this website may discuss and/or transact securities related business only with residents of the following states: AZ, CA, CO, DE, FL, GA, ID, IL, LA, MI, MN, NC, NM, NY, OH, PA, SC, SD,TX, VA, WA, WI.

SHELBY MILLER-DUFORT, MBA, QKA®

Retirement Plans Associate
Team Member since 2020

Shelby Miller is a highly competent, ambitious professional with a strong passion for increasing employee engagement and success through continuous improvement. She is a self-motivated leader driven by an analytical mind with the proven ability to work collaboratively and effectively under pressure, leveraging excellent communication and problem-solving skills. She has been recognized for implementing procedures that positively impact corporate profitability, employee satisfaction, and overall productivity. Shelby has 15+ years’ experience in customer service. She has earned her Master of Business Administration and Bachelor of Business Administration and General Management from Northwood University. She also has her Michigan Life & Health Insurance license. Shelby joined the MyPros Steering Committee in January 2024, and is actively engaged in community events.

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

Imagine if 1000+ participants increase their deferral by just 1% and the impact it will have after years in the market! I love to educate participants and help them reach their goals for retirement.

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

I love the work environment. Everyone has such a strong work ethic but still makes it a friendly atmosphere.

What do you enjoy doing in your personal time?

Traveling or working out.

What are your top three bucket list items?

Pay off my student loans ✔
Travel back to Bali, Indonesia
Visit all 50 states when I retire

COLBY J. MOERGELI

Financial Planning Associate
Team Member since 2022

Colby is a strategic thinker and applies that to his work every day. He is always willing to learn and achieve new things and if you give him a task, he will complete it! Colby graduated with a bachelor’s degree in Finance from Saginaw Valley State University. He has had 5+ years of experience with financial analytics and will be extending those years over time with Tri-Star Trust. Colby enjoys being active in the outdoors by hunting, fishing, golfing, and camping. Along with being active in the outdoors, he also likes to be involved within his community! He is a past member of the Freeland Arts in the Park as a Volunteer, as well as Clash for Cure Color Walk/Run, and coaching and refereeing for both youth baseball and basketball! He is a current member of the Midland Young Professionals and Homeowners Service Committee for Midland Habitat for Humanity.

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

To help clients understand their current financial positions, and work together with our Tri-Star team to help ease the mind of clients to help them know they are on the right path to accomplishing goals. Helping clients leave their worries with us so they may enjoy living their lives.

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

I enjoy the atmosphere of Tri-Star; employees are looking out for one another and always the best interest of clients.

What do you enjoy doing in your personal time?

In my personal time, I enjoy spending time with family, fishing, hunting, golfing, camping, and watching sports.

What’s your favorite quote?

“If you’re offered a seat on a rocket ship, don’t ask what seat! Just get on.” -Sheryl Sandberg

JENNY MOODY, RPF

Retirement Plans Assistant
Team Member since 2020

Jenny Moody strives for excellence and loves to see others succeed. She has fantastic organizational skills and is great at keeping track of tasks, projects, and deadlines. She has no problem multi-tasking but prefers to prioritize and focus on the most pressing matters. She is a very flexible person who can stay productive when she is pulled in different directions. Jenny comes to Tri-Star with 10+ years’ experience in customer service, 6+ years of legal experience, and 4+ years of office management and secretarial experience. She served on the board at the ROCK Center for Youth Development and served as a team assistant coach of the Girls on the Run of Midland and Gladwin Counties. She was a founding board member of Harrison Youth Soccer and served as a volunteer coach and referee administrator.

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

Working primarily with our 401(k) participants, my specific goal is for them to receive the education and the tools needed to seamlessly transition to Tri-Star when the time is right. My specific goal for Tri-Star Clients is for them to feel really good about using our services to reach their financial aspirations. Even more specifically, I want clients to feel warmly received when calling or visiting.

What do you enjoy doing in your personal time?

Exploring antique shops for useful vintage things. Spending time outdoors. Riding bikes with family and friends. Being a sous chef for my husband.

What’s your favorite quote?

Never give up on a dream just because of the time it will take to accomplish it. The time will pass anyway.” – Earl Nightingale

What are your top three bucket list items?

Take my family to swim with sharks off the coast of Africa.
Take my family to ride some mountain bike trails in the U.P.
Take my husband to Ireland.

APRIL PARKER

Relationship Associate
Team Member since 2020

April Parker builds value for Tri-Star by supporting the Relationship Managers so that they are more effective in performing their duties. She has excellent organizational and communication skills, as well as being a team player. She can handle fast-paced environments and works well under pressure. April has over 19 years of exceptional customer service experience. She graduated with her bachelor’s degree in Fine Arts with a concentration on Graphic Design, with a minor in Marketing from Saginaw Valley State University in December 2020 (magna cum laude). April enjoys giving back to the community, so she has spent time volunteering at Rescue Ministries of Mid-Michigan, the CAN Council, and the United Way.

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

To assist the Relationship Managers with tasks that benefit the clients and the organization.

What is your favorite quote?

“Spread love everywhere you go. Let no one ever come to you without leaving happier” – Mother Teresa

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

I love my coworkers’ passion for giving back to the community and how they always have the client’s best interest at heart. I find they inspire me to get more involved in our community.

What do you enjoy doing in your personal time?

I enjoy spending time with my family and friends. I love spending time on the boat in the summer and skiing in the winter!

JONATHAN PICKELMAN, CFP®

Senior Vice President, Market Director & Relationship Manager
Team Member since 2014

Jon Pickelman is generous with praise, quick to smile, and always on the lookout for the positive in any situation. He is dedicated to the business’s relationship management side, which entails being the “quarterback” for our clients’ financial lives. Having 10+ years’ experience in comprehensive financial planning, Jon helps with the administration and investment of trusts, agency accounts, retirement accounts, and charitable accounts. Jon also brings his expertise in the formulation, governance, and overall administration of endowments and foundations. He has held his CFP® designation since 2016 and acquired his master’s degree in trust and wealth management from Campbell University, and his Bachelor of Science in Business Administration from Central Michigan University. He is a graduate of Leadership Saginaw and the Great Lake Bay Institute for Leaders. Jon is actively engaged in the Saginaw County Chamber of Commerce and is also a member of the Saginaw Valley Young Professionals Network. He is a current board member of the Underground Railroad, Saginaw Children’s Zoo, and Good Friend Ministries.

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

Seek first to understand, then to be understood.

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

My goal is to build their trust and for them to know we have their best interest in heart and mind. I want our clients to continually feel like they belong partnered with Tri-Star.

What’s your favorite quote?

“Courage is what it takes to stand up and speak. Courage is also what it takes to sit down and listen.” – Winston Churchill

What are your top three bucket list items?

See my children grow old.
Visit Ireland among several other countries.
Hole in one…?

SPENCER PNACEK

Investment Associate
Team Member since 2023

Spencer craves understanding for intention and structure. He thrives on agreement and harmony, but also measures progress from the performance of his peers. He works hard and has a desire to continuously learn. Spencer was born and raised in Coleman, MI before attending Saginaw Valley State University where he received a Bachelor of Business Administration in Finance at Scott L. Carmona College of Business. While attending SVSU, he was involved in Finance Club, became certified in Bloomberg Market Concepts, and made the SVSU President’s List. While in school, he was also able to obtain his SIE, Series 7, and Series 66 FINRA securities licenses.

What do you enjoy doing in your personal time?

I enjoy exercising, playing golf, watching sports, and spending time with friends and family.

What’s your favorite quote?

“Every strike brings me closer to the next home run” -Babe Ruth

What are your top three bucket list items?

1. Hit a hole-in-one.
2. Ski in Colorado.
3. Travel to Italy.

BOBBI PUTMAN, CFP®

Vice President, Director of Financial Planning
Team Member since 2004

Bobbi Putman has an absolute passion for her career as a financial planner. She finds it essential to stay educated and up-to-date on standards, laws, methodologies, and products within the financial and investment world, because they are continually evolving. Bobbi gets to know her clients on a personal and a financial level to guide them to the best strategies. Bobbi has 18+ years’ experience in the financial services industry. Her designation as a Certified Financial Planner® gives her the legal fiduciary obligation to put her clients’ interests ahead of her own. She acquired her Bachelor of Science in Business Administration with a focus on accounting, and her associate’s degree in business with a focus on computer information systems from Baker College of Flint. She is also a graduate of Leadership Saginaw. She is a member of both the 100+ Women Who Care (Vassar Chapter) and the Frankenmuth Women’s Club. Bobbi has also spent time volunteering for Bay Veterans Foundation, the Leukemia & Lymphoma Society, and American Cancer Society.

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

I feel like I have done my job as a financial planner if my clients understand their current financial situation, have peace of mind knowing they are on track to accomplishing their goals, accept that it is within their power to improve their future, and know that I will be right beside them every step of the way.

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

As lackluster as this may be, the best piece of advice I’ve ever been given, be it in a personal or professional setting, is to ‘just be yourself’. People do not want to be impressed with who you pretend to be, they want to be trusted with who you really are.

What do you enjoy doing in your personal time?

I enjoy spending my personal time with my family and friends. It doesn’t matter what I’m actually doing. I could be scaling fish or scraping wallpaper.

What’s your favorite quote?

“The meaning of life is to find your gift. The purpose of life is to give it away.” – Pablo Picasso

Jessica Reeves

Retirement Plans Associate
Team Member since 2026

Jessica Reeves is dedicated to helping individuals feel confident in their financial future through thoughtful, people-first retirement planning. Jessica holds a Bachelor’s degree in Human Services and Counseling and is currently pursuing an MBA in Finance at LSU. She holds her SIE, Series 7, and Series 66 licenses and has spent the past four years working with 401(k) participants on retirement planning and investment elections at Fidelity Investments. Outside of her professional work, Jessica is deeply committed to giving back to her community. She volunteers with Habitat for Humanity, works with local shelters, and supports child literacy initiatives to promote access to education. She is also passionate about helping expand the reach of the Green Dot Program.

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

“If opportunity doesn’t knock, build a door.”

What do you enjoy doing in your personal time?

Gardening, reading, and spending time with family.

What are your top three bucket list items?

1. A library tour around the world, starting with Admont Abbey in Austria.
2. Visiting Rovaniemi and Levi, Finland to sleep in glass domes under the Northern Lights.
3. Riding the Umauma Falls Zipline in Hawaii.

LEE REIMANN, JD, CPA, CFP®

Vice President, Relationship Manager, Director of Trust & Fiduciary Services
Team Member since 2021

Lee is a CPA and an attorney who brings 25+ years of professional experience to her role as a Relationship Manager. Lee spent the majority of her career as an estate-planning attorney helping clients plan for their future. However, with her accounting background, Lee also knows that for business owners the future of their business is a fundamental part of the financial plan. Therefore, Lee helps clients to take a 360-degree view of their financial future. Lee also believes in serving the community that has given her so much. She is a past president of Ingham County Bar Association; Greater Lansing Estate Planning Council; and Rotary Club of East Lansing. In addition, she is currently serving on the Michigan State Bar Foundation Board of Directors and has served on the Boards of Legal Services of South Central Michigan; Helping Women Period; and the Capital Region Community Foundation. She is also an Elder in the Presbyterian Church and a former Commissioner of the East Lansing Planning Commission.

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

I want clients to know that we are listening to them and value our relationship with them and their families. I also want them to know that we can assist in planning for all of their financial goals.

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

The family environment.

What is your favorite quote?

“We don’t have to do all of it alone. We were never meant to.” – Brené Brown

What are your top three bucket list items?

To travel to Antarctica.
To walk the Camino de Santiago with my husband.
To have adventures with my grandson.

LAURA RIFFEL

Human Resource Generalist
Team Member since 2023

Laura has a contagious enthusiasm and a knack for winning over others. She is keen on communication, accepts others for how they are, and sees potential in everyone. Laura has 5+ years of experience in Human Resources and comes with a Bachelor of Human Resource Management from Western Michigan University. Her previous role was a Human Resource Generalist at a call center.

What do you enjoy doing in your personal time?

I love singing (I have sung at weddings and funerals but also enjoy karaoke. I had the opportunity to casually sing at a church in Rome, it was very cool!), travelling, deer hunting, reading, being outside, and hanging with my fiance and our cat, Frederick.

What’s your favorite food?

I am a super picky eater, but my favorite food is venison backstrap and buttered noodles.

What are your top three bucket list items?

1. Ride in a hot air balloon – which is on my itinerary for our honeymoon!
2. Travel to all 50 states (currently at 14).
3. See the Northern Lights.

DANIELLE ROUSSEAU

Relationship Associate
Team Member since 2005

Danielle Rousseau is the first person a client sees or the first voice they hear over the phone. She performs, coordinates, and oversees office administrative duties while providing an extensive level of support to our relationship managers. Danielle is a pro at sorting through the clutter and finding the best solution. She brings 18+ years’ experience in trust administration and 13+ years of management experience in the customer relations and service industry, as well as legal and estate planning assistant experience. She has volunteered with READ Association of Saginaw County (including mentoring), Habitat for Humanity, Heroes for Kids Foundation, and for 11 years the Swan Valley “Pay It Forward” charity organization.

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

To assist in taking care of their needs and making them feel valued.

What do you enjoy doing in your personal time?

Spending time with my family.

What are your top three bucket list items?

Skydiving
Work with an organization that saves animals
Travel to Scotland

RACHEL SAMPSON

Relationship Development Associate
Team Member since 2022

Rachel has a positive outlook on not only life but also the work she puts in for our clients. Her positivity will have you leaving with a smile on your face as she will assure you that all the work she will put in will be of excellence. Her developing mind will help her in achieving greatness for all that she helps, as she will only ever see potential in those whose paths cross hers. Rachel is a graduate of Michigan State University, where she graduated with a Bachelor of Arts in Psychology. She had many great achievements in her time at Michigan State, where she was the B1G Conference Champion, both Individual Medalist and Team Champion for Women’s Golf in 2007, as well as B1G Second Team All-Conference Member in 2007. After her time at Michigan State, Rachel went on to gain experience in foundation, investments, and marketing. Throughout all of her experiences, she takes time to give back to the community. She is a member of the Lansing Regional Chamber of Commerce, a Member at the Greater Lansing Food Bank Empty Plate Committee, a Board President with First Tee of Mid-Michigan, and a member of the McLaren Greater Lansing Women’s Giving Circle.

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

I love the positive, heartfelt culture and the opportunities to grow.

What’s your favorite quote?

“Enjoy the little things, for one day you may look back and realize they were the big things.” – Robert Brault

What do you enjoy doing in your personal time?

1. Take a family trip to Scotland
2. Ride in a hot air balloon
3. Dance with my husband at our children’s weddings

AVA SANBORN

Operations Intern
Team Member since 2025

Ava is a focused and driven individual who values clarity and purpose. She enjoys digging into the details to understand how things work and makes decisions based on logic. Always aiming to make a meaningful impact, she excels at organizing people and tasks and stays committed to her goals with determination. Ava is currently a student at Northwood University studying Finance and Operations/Supply Chain Management. On campus, Ava is currently involved with Delta Zeta as a member, Vice President of Finance, Social Chairman, Risk Manager, and Panhellenic Delegate. She is also Vice President for the NU Future Financial Advisors Association.

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

I love how I feel like I am building long term relationships with my coworkers. It is such a warm and welcoming environment which has made the work day so much better!

What do you enjoy doing in your personal time?

I enjoy going to the gym, hanging out with my friends/ Delta Zeta sisters, and studying.

What are your top three bucket list items?

1. Travel more to cool places.
2. See the 7 Wonders.
3. Go skydiving.

LISA SAPH

Executive Assistant
Team Member since 2018

Lisa demonstrates professionalism and integrity day in and day out and has excellent organizational skills. She actively listen to the concerns of others. She’ll ask questions, and with discretion share those concerns and develop positive solutions. Lisa brings 20+ years’ experience in administration and 7+ years’ experience in human resources. She acquired her Bachelor of Science in Business Administration with a focus on accounting from Saginaw Valley State University. She has spent time volunteering with Toys for Tots, Child & Family Services of Saginaw, Rescue Ministries, and Bridge the Gap.

What do you love about working at Tri-Star?

I love the team we have at Tri-Star. Everyone has a caring, servant heart. Whether it’s supporting and encouraging a fellow co-worker or going the extra mile for a client, I regularly see acts of service that just come naturally to our staff.

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

When I was told that it’s ok to make mistakes and take risks but be mindful of the lessons of failure – every mistake has a lesson to offer.

What’s your favorite quote?

Enjoy the little things in life, for one day you’ll look back and realize they were the big things.

What are your top three bucket list items?

Travel to Europe. I had to cancel a planned ‘trip of a lifetime’ to England and Scotland due to COVID. I’m a pretty simple person so I wouldn’t say I have a great bucket list. I just cherish making memories and sharing experiences with my family, so however that happens, it would complete my bucket list.

and MASON SAROSI, CFA®, CEPA®

Trust Officer, Market Director & Relationship Manager
Team Member since 2017

Mason Sarosi is a hardworking, organized, efficient team player. He is a shining example of effective flexibility. With the right combination of people and resources, he can accomplish just about any project with ease. He doesn’t just want to see himself succeed but feeds off the success of others. Mason has 10+ years’ experience in wealth management. Having earned his Bachelor of Arts in Business Administration with a concentration in finance and a minor in history from Kalamazoo College, he has also gone on to earn the designation of Chartered Financial Analyst (CFA) since 2022. Mason was a 4-year letter winner as a member of the Kalamazoo College football team, named to the All – MIAA Academic Honor Roll. He has graduated from our professional development program focusing on trust administration, investments, and operations. Mason is a member of the Frankenmuth Noon Rotary Club and Chair for the Frankenmuth Rotary Fondo, as well as Board member for the 100 Club of Saginaw County, and Saginaw Downtown Development Authority. He previously served on the Steering Committee for the Saginaw Young Professionals’ Network and is a graduate of Leadership Saginaw. He also studied abroad in Madrid, Spain, and has spent time volunteering on mission trips to Mexico.

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

Stay. Commit fully when given the opportunity and time. Too often I see individuals jump around rather than fully investing themselves in their endeavors.

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

The quality of colleagues on both an intellectual and personal level. That combined with the opportunity to work in the financial space, while placing such an overt emphasis on keeping our stakeholders’ interest at the forefront, as well as being able to work in the world of philanthropy presents a comparatively, uniquely rewarding opportunity.

What do you enjoy doing in your personal time?

I enjoy golfing, spending time with friends/family and reading, mainly historical nonfiction or books covering finance. Though I don’t enjoy it nearly as much, studying―which is where I spend most of my free time now.

What are your top three bucket list items?

Go to Oktoberfest
Go to the Masters
Golf in Scotland

KEVIN SCORSONE

Senior Vice President, Market Director & Relationship Manager
Team Member since 2018

Kevin Scorsone is a caring, thoughtful, and energetic individual that strives to have a positive impact on the people and the world around him. He seeks to clearly understand the needs of his clients and enjoys customizing holistic solutions to meet their unique needs. He has 20+ years of wealth management, private banking, financial planning, and lending experience. Kevin is FINRA licensed in Series 6, 7, 24, 53, 63, and 66, and Michigan Life Insurance Licensed. He is a graduate of Leadership Midland, the Great Lakes Bay Regional Leadership Institute, and Leadership Saginaw and has his Bachelor of Arts from Fort Lewis College. Kevin serves on the Board of Directors of the Midland Downtown Development Authority, is the Midland Downtown Business Association’s current treasurer, is Vice President of the Northeastern Michigan Estate Planning Council, and served on Saginaw County Chamber of Commerce board from 2015-2020. He is a Midland Noon Rotary Club and Midland Kiwassee Kiwanis member, and a co-founder of the giving group Saginaw Leadership Cares.

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

It’s vitally important to me that our clients feel that they have a genuine, trusting relationship with Tri Star Trust.

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

Be honest, be humble and learn something new every day.

What do you enjoy doing in your personal time?

Spending time with family, getting outside, travelling, and experiencing new cultures.

What are your top three bucket list items?

Heli-skiing in a remote location
Traveling throughout Europe for an extended period
Attending a World Cup soccer tournament

DANE SENKOWSKI

Investment Associate
Team Member since 2022

Dane Senkowski graduated from Saginaw Valley State University in 2022 with a Bachelor of Business Administration Degree in Finance. With a passion for excellence, Dane strives to fulfill the investment needs of his clients by building trust and care at a level that is bar-none. While in school, Dane was involved in the SVSU Finance Club with the Role of Treasurer, as well as being in the University’s Honors Program. Currently, Dane is a member of the Midland Young Professionals Network and enjoys his free time by spending quality time with his fiancé (soon to be wife!), playing guitar, and making memories with his family and friends. On top of his education in Finance, Dane also studied French for seven years while in school!

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

Securing a sound financial future, and feeling confident in their choice of being in the hands of the most diligent and professional staff at Tri-Star

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

You’ll never get anywhere in life if you sit back and watch others succeed

What’s your favorite quote?

“To live is the rarest thing in the world. Most people exist, that is all.” – Oscar Wilde

What are your top three bucket list items?

Visit all 63 US National Parks, travel to France, see the Northern Lights

JOHN SHASKI

Vice President, Relationship Manager
Team Member since 2025

John is an accomplished leader and external relations expert with over 20 years of experience in advocacy, government relations, and relationship management. He has a proven track record of successfully navigating complex legislative landscapes and building strategic partnerships that advance critical initiatives. Throughout his nearly two-decade tenure at University of Michigan Health-Sparrow, John most recently served as Director of Development and Community Relations, after 16 years as Government Relations Officer. In these roles, he led high-impact legislative strategies, secured significant funding, and cultivated key partnerships to support and expand healthcare initiatives in Lansing and Washington, D.C. Before his time at Sparrow, John served as Chief of Staff to Detroit legislators in the Michigan House of Representatives and as a Legislative Advisor in the Michigan Senate. These experiences honed his expertise in public policy, legislative processes, and coalition-building, providing him with a deep understanding of how to drive effective change in the public sector. John holds a B.S. in Management from Davenport University and is a dedicated community leader. He currently serves as Chairman of the Capital Region Airport Authority Board of Directors, President-Elect of the Rotary Club of Lansing Foundation, and is an active member of the Rotary Club of Lansing. With a reputation for strategic vision, unwavering leadership, and a commitment to public service, John has earned the trust of colleagues and community members alike, making him an influential voice in both organizational development and community advancement.

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

Build meaningful, long-term relationships with our clients and provide superior customer service. Personal finance is very personal, and I consider it a great honor to be part of people’s planning for their goals and their future.

What do you enjoy doing in your personal time?

I’m a proud Yooper and embrace all Michigan seasons and our amazing natural resources, but most especially summer on the shore of Lake Superior. I enjoy spending time on Lansing’s River Trail walking my dogs and biking. I also love to hike, cook, and travel

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

Always be your authentic self, people will appreciate your genuine nature.

JOEL SPICKERMAN

Assistant Vice President, Client Services Manager
Team Member since 2022

Joel Spickerman is a constant, analytical learner. When faced with new situations, he seeks new ways to overcome any obstacle strategically. Joel graduated from Central Michigan University (summa cum laude) with a Bachelor of Business Administration, majoring in Finance. Joel has gained experience in commercial banking and specialized in property tax payments from mortgage escrow accounts. As a financial asset manager, he constructed, managed, and evaluated a portfolio of capital assets. Joel continues to seek outside opportunities where he can help improve the community around him outside of Tri-Star.

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

To offer a safe harbor of trust and expertise as they navigate the fog of uncertainty and volatile seas through which the future comes to us. If I can act as a fitter of joints between clients and teams of financial and legal professionals to make their portfolio strong against the ebbs and flows of time and its changing horizons, then I must.

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

From the right point of view, everyone’s problems are the same.

What are your top three bucket list items?

1. To visit Antarctica.
2. To answer every question correctly in an entire game of Jeopardy.
3. To better understand the geometry of higher-moment efficient hyperspaces.

HAILEY SPITZ

Relationship Associate
Team Member since 2023

Hailey is adept at dealing with problems and tends to collect information and ideas. She has a desire to learn and continually improve. She also works hard and takes ownership in what she says she’ll do. Hailey earned her Bachelor of Business Administration in Finance from Saginaw Valley State University in December 2022. During her time at SVSU, she served as the Manager of the Finance Club and obtained certification in Bloomberg Market Concepts. Hailey is an active member of the GLBR Mental Health Partnership – Anti-Stigma Committee and Midland Young Professionals; in her free time, she loves to volunteer with the Humane Society of Midland County. Hailey has a strong passion for financial planning, working towards her CFP® certification. She believes thoughtful guidance can be truly life changing. She is committed to advancing financial literacy, particularly for women and younger individuals, and is driven to help others build confidence, independence, and long-term security through informed financial decision-making.

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

Making a difference in our client’s lives, not only with their long-term financial goals but also their own personal goals and ambitions by building a strong relationship with them that they will never forget and won’t be able to get anywhere else. My goal is to always have our clients leaving with a smile on their faces!

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

“Knowledge is not power, applied knowledge is power.” Your ability to apply the knowledge you gained to make an impact in your life and on those around you is the real power, and that leads to further knowledge through experience. It’s what you do, what you fail at, and what you succeed at. These lessons are the knowledge that bring you power.

What are your top three bucket list items?

1. Run a marathon.
2. Travel to Europe.
3. Earn my pilot’s license.

KALEIGH P. STODDARD, CFP®, CPWA®

Assistant Vice President, Financial Planner
Team Member since 2024

Kaleigh partners with clients to bring clarity and confidence to their financial decisions, using an educational approach to help them understand their options and navigate the complexities of their financial lives. She thoughtfully coordinates the many moving pieces of each plan, ensuring strategies are aligned and implemented with care. Kaleigh began her career in financial planning in 2012 after earning her Bachelor of Business Administration in Finance from Northwood University. She earned her CERTIFIED FINANCIAL PLANNER® designation in 2017 and completed her CPWA® certificate in 2024 through the Certified Private Wealth Advisor® Executive Education Program at the University of Chicago Booth School of Business. She is passionate about continuous learning – both deepening her own expertise and helping others grow in their understanding. She is actively involved in the Midland community, including the Great Lakes Bay Estate Planning Council, Midland 100 Club, Midland Young Professionals, the Navigation Team for Max Loves Midland, and the Great Lakes Bay Region Mental Health Partnership Anti-Stigma Committee. She is also a graduate of Leadership Midland and volunteers with Midland Blooms and the Humane Society of Midland County. Kaleigh lives in Midland with her husband and their two kitties.

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

Undoubtedly, the people – they are incredibly caring, genuine, and intelligent, and this is evident in how they treat their clients, colleagues, and communities. Their dedication and warmth create a supportive and thriving work environment.

What do you enjoy doing in your personal time?

I love live music and frequently attend concerts. I also enjoy spending time outdoors, reading, and traveling.

What are your top three bucket list items?

1. Travel to Finland.
2. Travel to Italy.
3. Travel to Iceland.

ANTHONY STORER

Investment Intern
Team Member since 2024

Anthony is a graduate student at Johns Hopkins University studying Applied and Computational Mathematics. He graduated summa cum laude as Valedictorian for the Class of 2026 from Northwood University, majoring in Finance and minoring in Economics. He is a Research Scholar at the Northwood University Center for the Advancement of Free Enterprise and Entrepreneurship. Anthony has co-authored over 30 publications in philosophy, theology, financial mathematics, and free-market economics.

What is your favorite quote?

“Beauty will save the world.” Fyodor Dostoevsky, The Idiot

What do you enjoy doing in your personal time?

I enjoy spending time with family and friends, reading books, lifting weights, going on hikes, and studying Thomistic and Aristotelian philosophy.

ANTHONY TAYLOR

Senior Vice President,
Chief Operating Officer
Team Member since 2013

Anthony Taylor is a dedicated leader in financial and operational management, balancing his roles as Chief Operating Officer, community advocate, and—most importantly—husband and father. With two decades of experience in financial and administrative leadership, he specializes in wealth management, operational strategy, and relationship-building. He holds a master’s degree from Central Michigan University, a bachelor’s degree from Hope College, and is an alum of the School for International Training. Committed to lifelong learning, he has further developed his leadership skills through Leadership Saginaw and executive coaching with AO People Partners since 2021.

Beyond the boardroom, Anthony is deeply committed to service. His work has taken him beyond spreadsheets and strategy sessions to mission trips in Guatemala, where he has supported Mayan Indian communities along the Rio Dulce River. Whether providing aid or capturing the joy of a teenager seeing their own image for the first time, these experiences have reinforced his belief in resilience, diversity, and the power of human connection.

Anthony’s contributions to his profession and community have been recognized with numerous honors, including the 2011 RUBY Award for top young professionals in the Great Lakes Bay Region, the 2014 Saginaw County Chamber of Commerce President’s Award, and the 2021 NAACP Young Professional Award. He has served on multiple boards, including The Dow Chemical Company Community Advisory Panel, the Saginaw County Chamber of Commerce, and currently as Vice Chair of the Boys & Girls Clubs of the Great Lakes Bay Region. He also led the successful Dow Event Center and Saginaw Children’s Zoo millage campaigns—an effort that underscores his passion for strengthening his community.

Through all of this, Anthony has learned that resilience comes in many forms—whether it’s leading major initiatives, navigating financial markets, or surviving a sting from the deadliest jellyfish in the world; A humbling reminder that sometimes, even the smallest challenges in life pack the biggest punch.

Despite his professional achievements, Anthony’s greatest fulfillment comes from his family. His wife, Samantha, and their two children, Bennett and Penelope, keep him grounded, humbled, and occasionally exhausted from their endless adventures. Whether he’s building a client’s trust or an epic fort in the living room, Anthony approaches every challenge with dedication, intensity, and a sense of humor—traits that serve him well in both finance and fatherhood. His ultimate goal? To help his clients and his children navigate life with confidence, purpose, and a secure future.

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

My goal is simple: I want Tri-Star to be the first call our clients make for any financial decision—not just because we manage their wealth, but because they trust us like family. True financial security goes beyond numbers; it’s about relationships built on trust, understanding, and long-term partnership. That’s what I strive for every day.

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

What drew me to Tri-Star—and what keeps me here—is our higher purpose. This isn’t just a company that manages wealth; it’s a team dedicated to making a difference for our clients, colleagues, and community. Knowing that my work has a meaningful impact is both professionally rewarding and personally fulfilling.

What’s your favorite quote?

I don’t have just one favorite quote, but I do start every morning with Simon Sinek’s Notes to Inspire. It helps me reset, reflect, and prepare for whatever the day brings, whether it’s solving a complex operational challenge or negotiating with a determined toddler.

What are your top three bucket list items?

Take an extended family adventure with my children and wife back to Australia and the Czech Republic; two places I was fortunate to visit years ago.
Raising my children to be compassionate, confident, and purpose driven.
Lead a transformational community project that will leave a lasting impact.

LANCE TENWALDE, QKA®

Assistant Vice President, Associate Retirement Plans Relationship Manager
Team Member since 2020

Lance Tenwalde is an experienced retirement planning associate with a demonstrated history of working in the banking industry. He is skilled in qualified plans, SIMPLE IRA, self-management, project management, data analysis, and Relius administration. Lance is a strong finance professional with 7+ years’ experience specific to retirement planning. Not only has he completed the Retirement Plans Fundamentals of ASPPA, but he has also completed the Pension Educator Series of FIS Relius. Lance acquired his Associate in Applied Science in Graphic Design from Mid-Michigan Community College. He is a Chemical Bank Cares Day volunteer on various projects (the City of Beaverton, Maxwell’s Pumpkin Farm, Gladwin Zettel Memorial Airport, MDOT Adopt-a-Highway, and Midland Santa Parade), and was a team leader for Relay for Life.

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

Providing retirement plan participants with useful knowledge for saving and investing for retirement. Each participant has a specific financial situation, and I love learning more about their story and working with them so they can achieve financial freedom in their golden years.

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

I love our people. Our staff is truly one-of-a-kind and makes coming to work every day enjoyable. We treat each client and colleague with exceptional care. We work together as a team to ensure everyone is successful.

What’s your favorite quote?

Teamwork makes the dream work.

What are your top three bucket list items?

Obtaining my pilot’s license and owning a small aircraft
Renting a large houseboat on a body of water with family and friends
Achieving the Super Slam of North American Big Game

TOM VAN HOOF

Assistant Vice President, Audit and Compliance Manager
Team Member since 2021

Tom Van Hoof is a dedicated banking professional fueled by passion and determination. He brings strong analytic skills to the Tri-Star team. Tom completed the Trust Audit and Investments programs from Cannon Financial Institute and is a Certified Trust Auditor. He is skilled in creating presentations, consulting, researching, investment management, and interpreting financial data. He graduated from Saginaw Valley State University, where he earned his Bachelor of Business Administration in Professional Accounting, Finance, and Accounting. Tom is also a member of the Fiduciary and Investment Risk Management Association.

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

Understanding how an organization works, the people, systems and processes adds value and helps one problem solve issues.

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

It is refreshing to work for an organization which appreciates the expertise I have developed during my career. The staff is very professional.

What are your top three bucket list items?

Travel to Hawaii and Belgium
Ride 100 miles in a day by bicycle
Go parasailing and ziplining

JORDAN WAIER, CFP®

Vice President, Retirement Plans Relationship Manager
Team Member since 2018

Jordan Waier is proactive, caring, and demonstrates interest in the people around him. He can put himself in others’ shoes and see things from their perspective, making it easy for him to build genuine relationships. He likes to stay up-to-date with the latest economic issues in the industry, is passionate about doing what he loves, and always looks to develop himself further to become better at what he does. Jordan has 10+ years’ experience in accounting. He acquired his Bachelor of Science in Business Administration and Accounting from Saginaw Valley State University. He has spent time volunteering with Relay for Life, East Side Soup Kitchen, youth basketball clinics, and currently serves on The Arc of Midland’s Board of Directors.

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

My goal for Tri-Star clients is not only to encourage them to save and plan for their future, but also educate them on why it’s important. Empowering people with knowledge is the most important thing we do every day.

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

The comradery we have at the office. We spend a great deal of time at the office, so it makes it much more enjoyable to be around friendly people that care about one another.

What do you enjoy doing in your personal time?

With three children all under age of ten, I don’t have what people would call “personal time”. My favorite part of life is spending time with my family. To be a large part of my children’s lives as they grow and mature means the world to me.

What’s your favorite quote?

Two favorite quotes: “Don’t worry, be happy” and “Smile, the sunshine is good for your teeth.”

ABBY WELSH

Marketing Associate
Team Member since 2023

Abby is an intellectual individual who craves knowledge. She is constantly inspired by what the future holds and arranges responsibility well. Abby is always keeping herself busy in her work and her hobbies. She graduated from Saginaw Valley State University summa cum laude with a Bachelor of Business Administration in Marketing. During her time in college, she was involved with Habitat for Humanity and the campus’ Community Council. She currently serves as Board Member for Pit & Balcony, Secretary of the Young Professionals’ Network Steering Committee, and Dale Carnegie Graduate Assistant.

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

Being surrounded by such a kind group of individuals.

What do you enjoy doing in your personal time?

Seeing new movies at the theater or reading!

What are your top three bucket list items?

1. Attend a film festival.
2. Write a novel.
3. Become fluent in another language.

TYLER WELSH

Relationship Assistant
Team Member since 2025

Tyler has a natural way of making people feel included. He brings a steady, positive energy to every situation and helps create a sense of teamwork and trust. With a clear eye on the future, he stays focused on what’s ahead while making sure everyone moves forward together and builds strong, lasting connections on the way. With a background in finance and customer service, he combines his technical skills with a genuine commitment to helping others. Tyler earned his Bachelor of Business Administration in Finance from Saginaw Valley State University. Prior to joining Tri-Star Trust, he gained valuable experience at Independent Bank and Dow, where he worked on financial reporting and customer relations.

What’s your favorite food?

Ribeye steak & eggs.

What do you enjoy doing in your personal time?

I love to spend time outdoors, especially camping, fishing, and playing disc golf. I also enjoy spending time with my girlfriend, Joslyn, and our cat, Millie.

What are your top three bucket list items?

1. Buy a home.
2. Travel to Ireland.
3. Get an ace in disc golf.

CARTER WELTER, CFP®

Assistant Vice President,
Associate Relationship Manager
Team Member since 2021

Carter Welter is an inquisitive, disciplined, and dynamic individual. He is drawn to the process of learning and has a constant drive for achievement. Here at Tri-Star, he will be using his sense of structure to support the relationship managers. Carter’s proven ability to build relationships leads him to efficiently establish professionalism and trust with clients. He graduated from Michigan State University, where he obtained a Bachelor of Arts in Economics. Carter has studied abroad in Alaska, where he focused on environmental science and he has participated in the Potato Outreach Program at MSU, positioned as a research assistant.

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

What I love most about working at Tri-Star is the people. Whether they are a client or a co-worker, there is a sense of excitement and care in the conversations. I believe this is a biproduct of our service and it is contagious.

What are your top three bucket list items?

1. Go back to Alaska.
2. Backpack through Isle Royale.
3. Have a house built on a lake.

DAWN WRIGHT, CFP®, MBA

Vice President,
Financial Planner
Team Member since 2023

Dawn is energetic, diligent, committed to learning, and enjoys people. She always has a goal in mind and will analyze her options to achieve it. Dawn received her Bachelor’s degree from Central Michigan University and her MBA at University of Michigan – Flint. She has 5 years of previous experience in the financial services industry. She is currently a board member of the Great Lakes Bay Estate Planning Council, a board member of the Humane Society of Midland County, a member of the Hunger Solutions Center Capital Campaign and Facilities Committees, a member of the Midland 100 Club, and a Scholarship Rater for the Midland Area Community Foundation.

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

Ultimately, I just want to help people and build authentic relationships along the way.

What’s your favorite quote?

“For what it’s worth: It’s never too late to be whoever you want to be. I hope you live a life you are proud of, and if you find that you’re not, I hope you have the strength to start over.” – F. Scott Fitzgerald

What are your top three bucket list items?

1. Visit Ireland.
2. See a concert at Red Rocks Amphitheater.
3. Take a live Peloton class in NYC.

KRISTEN WUERFEL

Senior Vice President, Director of Marketing and Communications
Team Member since 2019

Kristen Wuerfel is a passionate and generous business professional that makes decisions and takes action. She employs an ethical stance towards business practices while preserving strong attention to detail. Her role at Tri-Star is to enhance the client experience, fulfill sponsorship requests, implement communication strategies, and increase our presence in our respective markets. She brings 20+ years’ experience in marketing, communications and public relations. She acquired her Master of Business Administration from Northwood University. Kristen is a board member for Child and Family Services of Saginaw, a volunteer for the CAN Council, a member of the Northwood Alumni Council and Project 100, a volunteer for the Midland Area Community Foundation’s Scholarship Review Committee, the former president of the American Advertising Federation-Great Lakes Bay Region, and an active volunteer at her children’s school.

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

Ensure our marketing matches what our clients feel when they work with us. I want them to feel warmth, care, and sincerity. I want to connect our employees and the organization with the communities we serve. And I want to be an ambassador for our team’s approach to simplifying lives through creative wealth solutions.

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

A leader must walk amongst the team to encourage those in front, guide those at their sides, and lead those that follow.

What do you enjoy doing in your personal time?

Spending time with my family creating memories that last a lifetime, attending my kids sporting events, reading, walking, exercising so I can eat, and traveling!

What’s your favorite quote?

The Olympic Creed “The most important thing in the Olympic Games is not to win but to take part, just as the most important thing in life is not the triumph but the struggle. The essential thing is not to have conquered but to have fought well.”

MELANIE YORK, MBA, CPA

Senior Vice President, Chief Financial Officer
Team Member since 2023

Melanie is an intellectual individual who values time for muse and reflection. She absorbs information and searches for reason or cause. Melanie builds strong relationships that hold teams together and is known for being a hard worker. Melanie grew up in a large family in a small town in Central Michigan. She was involved in church activities and values family time. Melanie obtained her Bachelor of Accounting from Brigham Young University and went to obtain her MBA from Wayne State University. She is a licensed CPA in the state of Michigan. In her free time, she loves to read mystery novels, watch detective TV shows, and explore abandoned areas.

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

The mission of Tri-Star to simplify the lives of our clients (internal and external) and Tri-Star’s involvement in community improvement and charitable organizations.

What’s your favorite quote?

“Ability is what you’re capable of doing. Motivation determines what you do. Attitude determines how well you do it.” – Lou Holtz

What is your favorite food?

Crème Brule.

AMY YOUNG

Trust & Fiduciary Services Associate
Team Member since 2026

Amy is a graduate of Aquinas College, where she earned her Bachelor of Arts in Communication. She brings more than 20 years of experience in commercial banking, including time with Bank of America. Most recently, Amy spent six years with the Clinton County Probate Court.

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

I love that it feels like a big family. Everyone is very welcoming.

What do you enjoy doing in your personal time?

Spending time relaxing with my family and friends. I also enjoy doing small projects like painting or updating a room of our home.

What’s your favorite food?

Dark chocolate.

MELISSA YOUNG

Associate Operations Manager
Team Member since 2024

Melissa is hardworking, productive, and finds satisfaction in staying busy, especially when collaborating with others to achieve a goal. Committed to values like honesty and loyalty, Melissa takes ownership of her promises and enjoys organizing for maximum efficiency. While she thrives in routine and structure, her flexibility enhances her ability to create order and make the best use of resources. Melissa obtained her Bachelor of Arts in English at University of Michigan (Dearborn) and has over 6 years’ experience of accounting in the automotive industry and over 7 years’ experience in consumer banking.

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

How everyone really works so hard every day to do the right thing for the client and for the community.

What do you enjoy doing in your personal time?

I enjoy spending time with my husband, trying new restaurants, and learning to golf. I also love cooking, baking, and hosting game nights!

What are your top three bucket list items?

1. Travel to the Florida Keys and eat a slice of Key Lime Pie.
2. Travel to Naples and eat a Margherita Pizza.
3. Travel to Nuremberg for the Christkindelsmarik.

WILLIAM ZANK, CFIP

Assistant Vice President,
Investment Manager
Team Member since 2017

William Zank has strong accounting and finance knowledge and has excellent attention to detail. In addition, he has strong analytical and organizational skills. William brings 10+ years’ experience in financial planning and investment management. William is the host of Tri-Star’s Mitten Money Podcast and has been running it since 2021. He acquired his bachelor’s degree in financial planning with a minor in finance from Central Michigan University. William is a Certified Fixed Income Practitioner (CFIP). He is President for the Great Lakes Bay Economic Club and enjoys volunteering at Trinity Lutheran Church.

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

My goal for clients at the bank is to receive the absolute best service they possibly can.

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

If you ever face anything difficult in your career, you should embrace it and conquer any fear you have about it-Professor at CMU.

What’s your favorite quote?

“The only limit to our realization of tomorrow will be our doubts of today” – Franklin D. Roosevelt

What are your top three bucket list items?

Visiting Denali National Park in Alaska
Going back to Kauai
Traveling to Maine

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Tri-Star Trust

Meet the team supporting you.

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 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.

EE Headshots for Website 600x750_0034_Ben Bakken2

BENJAMIN BAKKEN, CFP®, CEPA®

Senior Vice President,
Lansing Market Director

EE Headshots for Website 600x750_0060_Andy Bethune

ANDREW BETHUNE

Vice President,
Business Development Officer

EE Headshots for Website 600x750_0056_Brent Bismack

BRENT BISMACK, CFP®

Assistant Vice President,
Relationship Manager

MOLLY BRAGG

Financial Planning Assistant

DEBBIE BRIGUGLIO

Vice President,
Senior Relationship Manager

COLIN CAMPBELL, MBA

Retirement Plans Associate

EE Headshots for Website 600x750_0035_Becky Carrier

BECKY CARRIER, CFP®

Vice President,
Investment Manager

KYLE CHAPPLE

Assistant Vice President,
Investment Manager

bill christensen, FPQP™, CISP, CTFA

Vice President,
Relationship Manager

Rob Clark

Vice President,
Market Director

Daniel DePelsMaeker

Information Technology Manager

Alexander Doyle

Relationship Associate

EE Headshots for Website 600x750_0053_Dewey Doyle

Dewey Doyle, CFP®

Vice President,
Investment Manager

Brenda Edwards

Relationship Associate

Adam Engel, BPA, CTOP™

Vice President,
Director of Operations

Jayden Evans

Relationship Associate

Tori Fowler

Operations Accounting Assistant

Drew Gandy

Relationship Associate

EE Headshots for Website 600x750_0023_Jane Hagen

Jane Hagen, AIF®, C(k)P®, QPFC

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

EE Headshots for Website 600x750_0061_Austin Hammond

Austin Hammond, CFP®

Relationship Associate

Spencer Hardy

Investment Manager

EE Headshots for Website 600x750_0002_Steve Hill

steven hill

Vice President,
Director of Investment Management

EE Headshots for Website 600x750_0024_Jack Kidwell

jack kidwell, J.D.

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

Matt King

Investment Intern

EE Headshots for Website 600x750_0093_Tyler Kirby

tyler kirby, J.D.

Assistant Vice President,
Relationship Manager

Pavel Konecny, CFA®

President,
Chief Executive Officer

EE Headshots for Website 600x750_0055_Alana La Rue

Alana La Rue, MBA

Relationship Associate

Kayla McCormic

Relationship Associate

Greg McKeever

Financial Advisor

EE Headshots for Website 600x750_0064_Shelby Miller-DuFort

shelby miller-DuFort, MBA, QKA®

Retirement Plans Associate

Colby J. Moergeli

Financial Planning Associate

EE Headshots for Website 600x750_0021_Jenny Moody

Jenny Moody, RPF

Retirement Plans Assistant

APRIL PARKER

Relationship Associate

EE Headshots for Website 600x750_0018_Jon Pickelman

Jonathan Pickelman, CFP®

Senior Vice President,
Market Director &
Relationship Manager

SPENCER PNACEK

Investment Associate

EE Headshots for Website 600x750_0033_Bobbi Putman

bobbi putman, CFP®

Vice President,
Director of Financial Planning

Jessica Reeves

Retirement Plans Associate

EE Headshots for Website 600x750_0068_Lee Reimann

Lee B. Reimann, JD, CPA, CFP®

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

EE Headshots for Website 600x750_0083_Laura Kilgore

Laura Riffel

Human Resource Generalist

Danielle Rousseau

Relationship Associate

Rachel Sampson

Relationship Development Associate

Ava Sanborn

Operations Intern

Lisa Saph

Executive Assistant

EE Headshots for Website 600x750_0007_Mason Sarosi

Mason Sarosi, CFA®, CEPA®

Vice President,
Market Director &
Relationship Manager

Kevin Scorsone

Senior Vice President,
Market Director &
Relationship Manager

Dane Senkowski

Investment Associate

John Shaski

Vice President,
Relationship Manager

Joel Spickerman

Assistant Vice President,
Client Services Manager

Hailey Spitz

Relationship Associate

EE Headshots for Website 600x750_0092_Kaleigh Stoddard

Kaleigh Stoddard, CFP®, CPWA®

Assistant Vice President,
Financial Planner

Anthony Storer

Investment Intern

Anthony Taylor

Senior Vice President,
Chief Operating Officer

EE Headshots for Website 600x750_0069_Lance Tenwalde

Lance Tenwalde, QKA®

Assistant Vice President,
Associate Retirement Plans
Relationship Manager

TOM VAN HOOF

Assistant Vice President,
Audit and Compliance Manager

Jordan Waier, CFP®

Vice President,
Retirement Plans Relationship Manager

Abby Welsh

Marketing Associate

Tyler Welsh

Relationship Assistant

Carter Welter, CFP®

Assistant Vice President,
Associate Relationship Manager

EE Headshots for Website 600x750_0084_Dawn Wright

Dawn Wright, CFP®, MBA

Vice President,
Financial Planner

Kristen Wuerfel

Senior Vice President,
Director of Marketing
and Communications

EE Headshots for Website 600x750_0077_Melanie York

MELANIE YORK, MBA, CPA

Senior Vice President,
Chief Financial Officer

AMY YOUNG

Trust & Fiduciary Services Associate

MELISSA YOUNG

Associate Operations Manager

William Zank, CFIP

Assistant Vice President,
Investment Manager

Interested in Joining the Tri-Star Team?

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BENJAMIN BAKKEN, CFP®, CEPA®

ANDREW J. BETHUNE

BRENT BISMACK, CFP®

MOLLY BRAGG

DEBBIE BRIGUGLIO

t the ​COLIN CAMPBELL, MBA

BECKY CARRIER, CFP®

KYLE CHAPPLE

BILL CHRISTENSEN, FPQP™, CISP, CTFA

ROB CLARK

DANIEL DEPELSMAEKER

ALEXANDER DOYLE

DEWEY DOYLE, CFP®

BRENDA EDWARDS

ADAM ENGEL, BPA, CTOP™

JAYDEN EVANS

edTORI FOWLER

DREW GANDY

JANE HAGEN, AIF®, C(k)P®, QPFC

AUSTIN HAMMOND, CFP®

SPENCER HARDY

​STEVEN HILL

JACK KIDWELL, J.D.

MATT KING

TYLER KIRBY, J.D.

PAVEL KONECNY, CFA®

ALANA LA RUE, MBA

KAYLA MCCORMIC

GREG MCKEEVER

SHELBY MILLER-DUFORT, MBA, QKA®

COLBY J. MOERGELI

JENNY MOODY, RPF

APRIL PARKER

JONATHAN PICKELMAN, CFP®

​SPENCER PNACEK

BOBBI PUTMAN, CFP®

Jessica Reeves

LEE REIMANN, JD, CPA, CFP®

LAURA RIFFEL

DANIELLE ROUSSEAU

RACHEL SAMPSON

AVA SANBORN

LISA SAPH

and MASON SAROSI, CFA®, CEPA®

KEVIN SCORSONE

DANE SENKOWSKI

JOHN SHASKI

JOEL SPICKERMAN

HAILEY SPITZ

KALEIGH P. STODDARD, CFP®, CPWA®

ANTHONY STORER

ANTHONY TAYLOR

LANCE TENWALDE, QKA®

TOM VAN HOOF

JORDAN WAIER, CFP®

ABBY WELSH

TYLER WELSH

CARTER WELTER, CFP®

DAWN WRIGHT, CFP®, MBA

KRISTEN WUERFEL

MELANIE YORK, MBA, CPA

AMY YOUNG

MELISSA YOUNG

WILLIAM ZANK, CFIP

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