Success Starts with a Winning Team

Meet the Team Supporting You
You’ll quickly notice what makes our people special. In addition to having obvious talent and expertise, we also look for individuals who share our values and genuinely care for each other and our clients — ones who will put you first and go the extra mile for you.
Our high client retention rate and client referrals are a true a testament to the quality of care and service we provide. Our 98.5% client retention rate doesn’t happen by accident. We work hard every day to maintain the strong relationships we’ve built and treat each client like family.

Team Tri-Star
Investment Manager
Lansing Market Director
Senior Relationship Manager
BECKY CARRIER, CFP®
Vice President,
Investment Manager
bill christensen, FPQP™, CISP, CTFA
Relationship Manager

Project Manager
Alexander Doyle
Relationship Assistant



Adam Engel, BPA
Trust Officer,
Operations Manager
Controller & Director of
Human Resources
Kara Francke
Relationship Associate
Vice President,
Investment & Relationship Manager
Jane Hagen, AIF®, C(k)P®, QPFC
Director of Retirement Plans
& Senior Relationship Manager
steve hill
Investment Manager
jack kidwell, J.D.
Senior Relationship Manager &
Director of the Philanthropic
Solutions Group
Pavel Konecny, CFA®
Chief Financial Officer &
Chief Investment Officer
Senior Relationship Manager
Alana La Rue
shelby miller-DuFort, RPF
Jenny Moody, RPF
Gene Pickelman, CFP®
Chief Executive Officer
Jonathan Pickelman, CFP®
Vice President,
Relationship Manager & Market Director
bobbi putman, CFP®
Financial Planner
Cody Oczepek
Trust Operations Assistant
Business Development
Lee B. Reimann, JD, CPA, CFP®
Vice President,
Relationship Manager
LPL Financial, LLC
Mason Sarosi, CFA®
Trust Officer,
Relationship Manager
Market Director &
Relationship Manager
Director of Personal Trust
Administration & Relationship Manager
Lance Tenwalde, QKA
Trust Officer,
Employee Benefits Associate
TOM VAN HOOF
Audit and Compliance Manager
Trust Officer,
Employee Benefits Relationship Manager
Sandy Worner, CFP®, CPA
Director of Financial Planning
Director of Marketing
and Communications