Success Starts with a Winning Team

Meet the Team Supporting You

When you work with Tri-Star Trust, you get an experienced team of professionals dedicated to making a difference in our clients’ lives through the genuine, caring relationships we build and the expertise we deliver. To make things easy, you’ll get all the specialists you need, all in one place. Whether you’re an individual seeking wealth management services or a plan sponsor looking for retirement plan options, we have a comprehensive team ready to assign to you and service your needs.

You’ll quickly notice what makes our people special. In addition to having obvious talent and expertise, we also look for individuals who share our values and genuinely care for each other and our clients — ones who will put you first and go the extra mile for you.

Our high client retention rate and client referrals are a true a testament to the quality of care and service we provide. Our 98.5% client retention rate doesn’t happen by accident. We work hard every day to maintain the strong relationships we’ve built and treat each client like family.

Team Tri-Star

Do not send secure, private or non public information via email.

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STEPHANIE ANDERSON, CFA®

Vice President,
Investment Manager

BENJAMIN BAKKEN

Senior Vice President,
Lansing Market Director

CYNTHIA BELLAVER

Relationship Assistant

DEBBIE BRIGUGLIO

Vice President,
Senior Relationship Manager

BECKY CARRIER

Trust Officer,
Investment Manager

KYLE CHAPPLE

Investment Associate

bill christensen, FPQP™, CISP, CTFA

Vice President,
Relationship Manager

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Andrew Dalton

Relationship Assistant

Brenda Edwards

Relationship Assistant

Adam Engel

Trust Officer,
Assistant Operations Manager

Claudia Flattery

Vice President,
Controller & Director of
Human Resources

Kara Francke

Relationship Associate

Jason Grindle

Trust Officer,
Investment & Relationship Manager

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Jane Hagen, AIF ®, C(k)P ®, QPFC

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

Ann Hall, J.D.

Trust Officer,
Estate Settlement Specialist

steve hill

Vice President,
Investment Manager

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jack kidwell, J.D.

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

Pavel Konecny, CFA®

Senior Vice President,
Chief Financial Officer &
Chief Investment Officer

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Mary Jo Krick, CTFA

Vice President, Market Director &
Senior Relationship Manager

shelby miller

Retirement Plans Assistant

KELLY MOFFATT, CFA®

Trust Officer
Investment Manager

Jenny Moody

Retirement Plans Assistant

Marissa Nowak

Relationship Assistant

APRIL PARKER

Relationship Assistant

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Jessica Petersen

Relationship Assistant

Gene Pickelman, CFP®

President,
Chief Executive Officer

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Jonathan Pickelman, CFP®

Vice President,
Relationship Manager

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bobbi putman, CFP®

Vice President,
Financial Planner

Cody Oczepek

Trust Operations Assistant

Bob Rathbun

Senior Vice President,
Business Development

Lee B. Reimann, JD, CPA

Vice President,
Relationship Manager

DREWE ROBINSON

Registered Representative of
LPL Financial, LLC

Danielle Rousseau

Relationship Associate

Lisa Saph

Executive Assistant

Mason Sarosi

Relationship Associate

Joann Schofield

Relationship Associate

Kevin Scorsone

Vice President,
Market Director &
Relationship Manager

Anthony Taylor

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

Lance Tenwalde

Retirement Plans Associate

TOM VAN HOOF

Audit and Compliance Manager

Jordan Waier

Business Development Associate

Carter Welter

Relationship Assistant

Brandon Willson

IT Associate

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Sandy Worner, CFP®, CPA

Vice President,
Director of Financial Planning

Kristen Wuerfel

Vice President,
Director of Marketing
and Communications

William Zank, CFIP

Investment Associate

Interested in Joining the Tri-Star Team?

LEARN MORE

STEPHANIE ANDERSON, CFA ®

Vice President, Investment Manager
Team Member since 2018

Stephanie Anderson provides investment information and financial advice while maintaining knowledge of a wide range of investment and financial products. Her main focus is on managing client portfolios specializing in asset allocation, risk management, and manager diligence. She makes decisions about financial and investment opportunities with her client’s best interest at heart. Stephanie brings 11+ years of experience in finance. Having earned her Bachelor of Arts with a concentration on finance from Michigan State University (magna cum laude), she has gone on to earn the designation of Chartered Financial Analyst (CFA) since 2015. She volunteers for Covenant HealthCare investment committee and is a member of the CFA Institute, Detroit CFA Society, and the Michigan State University Alumni Network.

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

To assist in creating an asset allocation for clients that help them meet their long-term financial goals, while also educating clients about investments and the process that is Tri-Star’s approach to investing.

What do you enjoy doing in your personal time?

I love spending time with my family, reading, and baking.

What’s your favorite quote?

“If you look at what you have in life, you’ll always have more. If you look at what you don’t have in life, you’ll never have enough.” – Oprah

What are your top three bucket list items?

Visit Germany
Visit all 50 states (been to 27)
Read all the books on my on-going reading list.

BENJAMIN BAKKEN

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 has served as treasurer / trustee for the Holt Public Schools Board of Education, chair for the Lansing Financial Health Team, treasurer / board member for the Greater Lansing Local Development Financing Authority / Lansing Regional SmartZone, co-founder and organizer for 5 Minutes Tops, board member for the Holt Education Foundation, frequent guest lecturer at Michigan State University, and member of the Lansing Regional Chamber of Commerce policy committee. He also enjoys fundraising for Special Olympics Michigan’s Polar Plunge, Women Working Wonders / Sparrow Foundation’s Dapper Dads, and Carefree Medical’s Dancing with the Local Stars.

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 kids. They are my life. Everything that I do, I do for them. Clara, Jack, and Henry certainly keep me on my toes, 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.

CYNTHIA BELLAVER

Relationship Assistant
Team Member since 2016

Cynthia Bellaver is the first person a client sees or the first voice they hear over the phone. Being friendly and attentive comes naturally to Cynthia. Besides performing receptionist duties, she contributes to the daily operations and organization of the office. She brings 20 + years of customer experience to Tri-Star Trust. She has an Associate in Liberal Arts from Macomb Community College and is a graduate of the Dale Carnegie and Stephen Covey training courses. She is also a member of the Frankenmuth Mid-Michigan Unit of the Herb Society of America, past treasurer and secretary. In addition, she is a member of the Frankenmuth Women’s Club and eucharistic minister at Blessed Trinity Church. She has also spent time volunteering for American Cancer Society and at List Elementary School.

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

That all Tri-Star Trust clients will accrue financial wealth, leading to financial independence― allowing them to attain their life goals. All of this while taking place in a safe, supportive, trusting environment with an experienced, caring team.

What do you enjoy doing in your personal time?

I enjoy time with my family and annual trips to Chicago with my grandchildren. Also, sharing my love of gardening with others, knitting and sewing.

What’s your favorite food?

Seafood gumbo

What are your top three bucket list items?

To visit Rome, Italy, and attend mass at the Vatican
To visit Ireland
To visit Poland and see where my grandparents came from

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.

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.

BECKY CARRIER, MBA

Trust Officer, 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 15+ years of investment and client servicing experience. She has a Master of Business Administration from Central Michigan University, and a Bachelor of Science in Business Administration from Saginaw Valley State University. Becky is an active member in Great Lakes Bay Region Women in Leadership.

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

Investment Associate
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 part of the Saginaw Valley Young Professionals Network and serves 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 32 years of experience in the banking industry, and over 24 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 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

ANDREW DALTON

Relationship Assistant
Team Member since 2019

Andrew Dalton is an extremely motivated, organized and creative individual. He possesses exceptional customer service skills, and an ability to adapt to new situations, environments, and policies with ease. He is resourceful and tech-savvy. While constantly seeking creative solutions to problems in the workplace, he also assists in building company culture by organizing holiday parties and setting up employee appreciation initiatives. He helps to make the company a better place to work. Andrew has 15+ years’ experience in customer service and 10+ years’ experience in budgeting, project management, marketing, audio/visual, and graphic design. Having earned his Bachelor of Business Administration from Northwood University (summa cum laude), he has gone on to earn the Highest Award for Achievement from the Dale Carnegie training course. He spends time volunteering for Johnny Burke Children’s Foundation, does charitable event management consulting, and donates musical performances for various events.

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

I hope to provide world-class service to our clients in their pursuit of achieving their financial goals. I would like to foster such trusting, long-lasting relationships where fluctuations in the market cause them absolutely no worry because they know we’re actively monitoring and managing their investments with the utmost attention and care.

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

When you are wrong, admit it quickly and emphatically. Address the error and move on. Do not dwell on the mistake, lay blame, or make excuses. Focus on the steps needed to move forward.

What's your favorite quote?

“If there is anything worth doing, it’s worth doing right.” – Hunter S. Thompson

What are your top three bucket list items?

Pressing my solo album to vinyl
Visiting New Zealand and seeing “Middle Earth” up close and personal
Performing music in Hawaii and Alaska to be able to say that I have performed live music in all 50 States and U.S. owned Territories.

BRENDA EDWARDS

Relationship Assistant
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

Trust Officer, Assistant Operations Manager
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 11+ 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 is a member of the Saginaw Area Concert Band and he mentors for 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.”

CLAUDIA FLATTERY

Vice President, Controller &
Director of Human Resources
Team Member since 2005

Claudia Flattery works with a senior management team to create strategies that will enable Tri-Star to manage, analyze and accurately report financial data and to attract, recruit, and retain the best employees to meet our goals. She assumes responsibility for both financial /accounting functions and employment-related administrative functions. She also manages financial and employment policies that empower employees to reach their potential and contribute to the success of the company. Not only does she have 20+ years of financial accounting experience, but she also has 18+ years’ experience in human resources. She has a Master of Science in Information Systems from Eastern Michigan University. In addition she has earned her Bachelor of Science in Accounting from the University of Florida, where she graduated with honors, and is a graduate of the 1000 Leaders Initiative.

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

We want to provide our clients with the highest level of professional, as well as personal service.

What do you enjoy doing in your personal time?

Reading, traveling especially in the Caribbean, spending time with friends and family.

What's your favorite quote?

“Do unto others as you would have them do unto you.”

What are your top three bucket list items?

I would like to travel to Greece, to Alaska, and to Bora Bora.

KARA FRANCKE

Relationship Assistant
Team Member since 2018

Kara Francke builds value for Tri-Star by supporting the relationship managers so that they are more effective in performing their duties. She is always looking for ways to improve her abilities with the evolution of technology and business practices. Kara has skills in organization, proactive anticipation of needs, communication, and is a team player. She has 10+ years’ experience in customer service and administration. She graduated with honors (magna cum laude), acquiring her Bachelor of Science in Business Administration, focusing on marketing from Saginaw Valley State University. Kara is a member of the Saginaw Valley Young Professionals Network and has spent time volunteering for Saginaw Children’s Museum and Relay for Life.

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

My specific goal for clients at Tri-Star is to make sure that they have immense trust in us. I want our clients to sleep well at night knowing that their investments are in good hands.

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

Never stop learning. View everyday as an opportunity to learn something new.

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

I love working with such intelligent, caring and driven individuals. We work together as a team to accomplish goals and everyone is receptive of other people’s ideas and feedback.

What’s your favorite quote?

“You miss 100% of the shots you don’t take.” - Wayne Gretzky

JASON GRINDLE

Trust Officer, Investment & Relationship Manager
Team Member since 2019

Jason Grindle is passionate about working with his clients, and wants them to experience financial confidence now and in retirement. He looks at their entire financial picture — cash reserves, debt management, investments, protection, and taxes. Jason asks targeted questions and listens closely to his clients’ needs. He wants them to feel confident that the advice he provides reflects their unique dreams and goals. Jason has 18+ years’ experience in financial services. He is licensed through FINRA (series 7, 65, and 66) and Michigan Life & Health Insurance. He acquired his Bachelor of Science in Business Administration with a major in finance and a minor in economics from the University of Michigan-Flint. He is a director and secretary of the Flint Children’s Museum board and the governance chair. He was also the president of the Flushing Rotary Club from 2017-2018.

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

I want our clients to walk out of a meeting feeling confident in our abilities to manage their wealth. I also want them to feel valued and understood.

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

Doing what’s best for the client and not just for ourselves. In this industry you don’t see that everywhere, it is usually driven by profits.

What do you enjoy doing in your personal time?

I love spending time with my family and friends. I am a runner and we do group runs all the time and bring our families along with us.

What are your top three bucket list items?

Bike/run/camp through the Grand Canyon
Climb Everest
Take the family to the Rocky Mountains

JANE HAGEN, AIF®, C(k)P®, QPFC

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

Jane Hagen is a director of corporate retirement plans, including account administration, client servicing, and wealth management services for individuals and corporate retirement plans. She is the original retirement plan team member at Tri-Star and built the program from the ground up. Jane conducts employee communication meetings for corporate retirement plans and is a partner in providing health insurance solutions to clients. Jane has 25+ years’ experience in banking and trusts/investments directly related to employee benefit plans and personal trust accounts. Not only has she graduated from Delta College in business administration, but she is also a graduate of Cannon Trust Employee Benefits School and Great Lakes Bay Leadership Institute. Jane is licensed in Michigan Life Insurance, Michigan Health Insurance, and Past NASD Series 6/State Sec. 63. She is a member of NAPA and attends annual NAPA 401(k) summits. She also has designations in Certified 401(k) Professional (C(k)P®), Qualified Plan Financial Consultant (QPFC), and Accredited Investment Fiduciary (AIF®). Jane is a member of the Women in Pension Network, Northeastern Michigan Estate Planning Council, Bay City Morning Rotary, Junior League of Saginaw Valley, and is a board member of Great Lakes Bay Regional Alliance Alumni Ambassadors. She is a golf outing chair for Boys & Girls Clubs of the Great Lakes Bay Region and an investment advisory committee chair of the Delta College Foundation. She is also a former trustee and is currently on the stewardship committee of the Bay Area Community Foundation.

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

ANN HALL, J.D.

Trust Officer,
Estate Settlement Specialist
Team Member since 2015

Ann Hall assists clients with questions regarding their financial accounts, estate planning, and future goals. She also provides ongoing management for clients that are no longer able to manage their affairs. As an estate settlement specialist and trust officer, Ann takes the stress off of families by gathering assets, selling real estate and personal property, while ensuring that charitable bequests and beneficiary distributions are completed following the deceased’s wishes. She brings a lifetime of customer service and over 13 years in estate planning, probate, trust administration, and real estate. Ann is a former partner and founding member of Pathfinder Legal Services, PLC, and is a member of the Michigan Bar Association and the Eastern and Western Michigan Divisions of the United States District Court. She has a bachelor’s degree from Central Michigan University and her Juris Doctor from Western Michigan’s Thomas M. Cooley Law School. Ann lives her values by acting as president of the Saginaw Shiawassee Habitat for Humanity, and trustee of the Owosso High School Choir Boosters. She spends her free time costuming community and high school theater productions.

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

I want to reassure them that we have their best interests at heart. I want them to understand their own finances and not be afraid to ask questions.

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

The people truly care about their clients, the community and each other. It’s genuine and it’s unfortunately rare.

What do you enjoy doing in your personal time?

Reading, hanging out with my kids, and costuming amateur theater productions.

What's your favorite quote?

“The reading of all good books is like a conversation with the finest minds of past centuries.” - René Descartes

STEVE HILL

Vice President, Investment Manager
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, financial analysis, and finance. He achieves his clients’ goals and aspirations to help offer a more comfortable future. Steve has 20 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 involved with Leadership Midland Alumni Association. He also spends time volunteering as the coach for youth hockey and track and field.

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 past board trustee and board 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.

PAVEL KONECNY

Senior Vice President, Chief Financial Officer & Chief Investment Officer
Team Member since 2018

Pavel Konecny is a proactive, analytical, collaborative, and team-oriented CFO. 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 and has been actively involved in both Saginaw and Midland communities in a variety of capacities and organizations, including United Way, Midland Business Alliance, Saginaw Chamber, Arnold Center, Big Brothers Big Sisters, and the Midland Country Club.

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

MARY JO KRICK, CTFA

Vice President, Market Director & Senior Relationship Manager
Team Member since 2004

Mary Jo Krick values responsibility and high ethics, both in herself and in others. She strives to understand her clients’ goals, fears, and dreams. Building trusting, genuine relationships is a high priority for Mary Jo. She sets and executes a client-relationship strategy that delineates the issues to focus on and opportunities to pursue, always thinking of her clients’ best interests. Mary Jo has 30+ years’ experience in banking and trusts. She is a Certified Trust and Financial Advisor (CTFA). Mary Jo graduated from Northwood University and from Personal Trust School and Advanced Trust Investments from the Cannon Financial Institute, Leadership Saginaw, and 1000 Leaders Initiative. She is a member of the Institute of Certified Bankers and a board member of the Frankenmuth Rotary Club. She is also the Chairperson of the Finance Committee and Endowment Fund for Blessed Trinity Catholic Church.

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

My main goal is to build relationships with my clients, so I am the first one they think of when they have a financial or wealth management question. Secondly, assist my clients in achieving their financial goals so they can spend more time enjoying life.

What do you enjoy doing in your personal time?

Spending time with my family and cooking.

What's your favorite quote?

I actually have two favorite quotes: “Let not your hearts be troubled” John 14:27 and “This too shall pass.”

What are your top three bucket list items?

Vacation in Italy with family
Spend a winter in a warm climate
Hop in a truck with a trailer and go cross-country camping with my husband

SHELBY MILLER

Retirement Plans Assistant
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 10+ 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.

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

My main goal for clients is rapport. It is so crucial to me to have a strong relationship with my clients.

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. I teach body sculpt, boot camp, and kickboxing at Seung-Ni Fit Club, Midland.

What are your top three bucket list items?

Pay off my student loans 😊
Travel back to Bali, Indonesia
Invent something and go on Shark Tank

KELLY MOFFATT, CFA®

Trust Officer,
Investment Manager
Team Member since 2021

Kelly Moffatt is a performance-driven senior portfolio manager with a long-term record of success in the investment management profession, including valuation analysis and portfolio management. He is a Financial Administration and MBA graduate of Michigan State and has been a resident of the Lansing area for the last 35-years. Kelly is a Chartered Financial Analyst (CFA®) and spent 28-years between the State of Michigan Retirement System and Ohio Teachers Retirement System. In these roles, he was a Senior Portfolio Manager and responsible for a $1.3 billion growth fund. Kelly spent the last several years as a self-employed financial planner, assisting individual clients with investment strategies to meet their long-term financial goals. He is an avid sports fan who loves cheering for the Spartans and Green Bay Packers. Kelly is also an advocate of pet adoption, and happily, pet sits for friends and family.

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

The team culture. We focus on being solutions-oriented and creating the best possible outcomes for our clients, having the opportunity to share the journey with clients and see them achieve their long-term financial goals.

What is your favorite quote?

"There are no shortcuts to any place worth going." -Beverly Sills

What are your top three bucket list items?

1.Visit Scotland

2. Sideline field pass for a Green Bay Packers game

3. Experience flying in a fighter jet

JENNY MOODY

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.

MARISSA NOWAK

Relationship Assistant
Team Member since 2019

Marissa Nowak comes to work each day with a fantastic attitude. She can intuitively see the world through the eyes of others and can share and respect their perspectives. She has the intuitive ability to understand and hear unvoiced questions, which helps her anticipate the needs of others. Marissa has 3+ years’ experience in banking customer service and graduated from Central Michigan University with her Bachelor of Science in Business Administration.

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

My goal for Tri-Star Trust clients would be to help them achieve financial freedom.

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

The best professional advice I have received is “Asking for help isn’t a sign of weakness, it’s a sign of strength. No one got to where they are today without help along the way."

What's your favorite quote?

"The way to get started is to quit talking and begin doing." - Walt Disney

What are your top three bucket list items?

See my daughter grow up
Travel
Ride in a hot air balloon

APRIL PARKER

Relationship Assistant,
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 in the classroom at Auburn Elementary School while finishing school.

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?

“Your life, happiness, sense of balance and even how people treat you, are completely in your control. But the kicker is you have to fight for these things each day.” - Jaymie Scotto Cutaia

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 that 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 like boating in the summer and snowboarding and snowmobiling in the winter.

JESSICA PETERSEN

Relationship Assistant
Team Member since 2019

Jessica Petersen is very career driven and enthusiastic. She has a strong commitment to the goals of the business and the relationship managers she supports. Her main priority is to assist in achieving those goals by providing outstanding organizational and communication skills. She feels rewarded by the business’s success as a whole and the success of the relationship managers. Community involvement and volunteering is very important to her as well. Jessica has 3+ years’ experience in customer service. She acquired her Bachelor of Arts with a major in psychology and a minor in management from Saginaw Valley State University.

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

I want our clients to trust that we will do all we can to help them reach their goals. I hope that by being a client of ours, they can leave the worrying to us and focus on enjoying their life.

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

I love our team-based approach at client servicing. Everybody here works together, utilizing each other’s strengths to best serve our clients. I’ve always loved being a part of a team. I know we are stronger together!

What do you enjoy doing in your personal time?

Spending time with my family and staying active. Whether it’s fitness, volunteering or community events I love trying new things ―especially when it involves meeting new people.

What are your top three bucket list items?

My dad built our house growing up and it has always been a dream of mine that he would build the house I’ll raise my family in.
Santorini, Greece is my dream travel destination.
I hope to go sky diving someday!

GENE PICKELMAN, CFP®

President, Chief Executive Officer
Team Member since 2000 (founder)

Gene serves people with heart, passion, and purpose. Day in and day out, his servant leadership focuses on positively impacting the lives of clients, employees, and the community. He understands the power of building long-lasting, authentic relationships that lead to real change in business and the world around us. This is reflective in Tri-Star supporting over 150 non-profits and organizations every year throughout communities in the Great Lakes Bay Region and Lansing. Gene is currently serving his community by leading the movement of the Great Lakes Bay Conscious Capitalism Chapter, whose mission is to “elevate humanity through business.” Gene also serves on the Saginaw Valley State University College of Business Advisory Board, and was previously on Covenant Healthcare System's Board of Directors. He is a board member of the One Hundred Club, serves on Senior Leader Network Advisory team for Conscious Capitalism, Inc. and on the trust management committee for the Michigan Bankers Association. He was also the founder and co-chair of Saginaw’s 1000 Leaders Initiative; a movement focused on building relationships throughout Saginaw County. Gene has 30+ years’ experience in banking and trusts and holds the Certified Financial Planning CFP® designation.

JONATHAN PICKELMAN, CFP®

Vice President, 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 5+ years’ experience in comprehensive financial planning, Jon also brings his expertise in the formulation, governance, and overall administration of endowments and foundations. Jon helps with the administration and investment of trusts, agency accounts, retirement accounts, and charitable accounts. He has held his CFP® designation since 2016 and acquired his master’s degree in trust and wealth management from Campbell University, his Bachelor of Science in Business Administration from Central Michigan University, and is a graduate of Leadership Saginaw. Jon is an ambassador and diplomat of the Saginaw County Chamber of Commerce, a board member of the Underground Railroad and Saginaw Children’s Zoo, and is also a member of the Saginaw Valley Young Professionals Network.

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 and play golf in Scotland
Own a cottage on a lake

BOBBI PUTMAN, CFP®

Vice President, Financial Planner
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 14+ 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?

My favorite work-related quote is by Warren Buffet. “Someone’s sitting in the shade today because someone planted a tree a long time ago.” My favorite self-motivational quote is by Eleanor Roosevelt. “No one can make you feel inferior without your consent.”

CODY OCZEPEK

Trust Operations Assistant
Team Member since 2021

Cody Oczepek is a highly motivated individual who possesses exceptional analytical and communication skills. He is both career and family-oriented. He provides value by implementing client wishes and assisting in the daily operations of the bank. Cody earned his Bachelor of Business Administration in Finance with summa cum laude honors from Saginaw Valley State University. During this time, he traveled abroad to Lisbon, Portugal, where he spent time studying the country's financial processes and banking system. In addition, Cody understands the importance of community and giving back. He has volunteered at several local Special Olympics and is a volunteer at the City Rescue Mission of Saginaw.

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

The work environment. At Tri-Star the entire staff is genuine, and you are truly treated like family.

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

My main goal is to build trust with our clients while simultaneously achieving their financials goals. I want them to know that we are reliable and have their best interests in mind.

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

You do not need to have all the answers, you just need to know how to find them.

BOB RATHBUN

Senior Vice President, Business Development
Team Member since 2021

Bob Rathbun has a passion for providing financial service and taking care of clients. He’s a community leader that values genuine relationships, strengthening families, and transforming communities. Bob utilizes 32+ years of experience in accounting, lending, wealth management, and client services at Tri-Star. He received his bachelor’s degree, in Accounting, from Ferris State University. He’s currently a member of Midland Baseball Foundation Board of Trustees and Midland Business Alliance Foundation Board of Trustees. His past Community involvement involved being Chair and Board Member of the Midland Area Chamber of Commerce, Vice Chair and Board Member of the Great Lakes Bay Regional Alliance, and the Treasurer of Midland Downtown Development Authority and Chair of Street Scape Committee.

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

Listening is the underrated skill important to success.

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

Everyone at Tri-Star has welcomed me with open arms. They are all so caring, respectful, fun, and willing to help. I enjoy the people and the community atmosphere.

What's your favorite quote?

"Coming together is a beginning, staying together is progress, and working together is success." – Henry Ford.

What's your favorite food?

Italian.

LEE REIMAN, JD, CPA

Vice President, Relationship Manager
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 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.

DREWE ROBINSON

Registered Representative of LPL Financial, LLC
Team Member since 2004

Drewe Robinson works to help both individuals and organizations with their financial needs. She brings 30+ years of experience in brokerage and investment services. Drewe has her associate’s degree in marketing from Rochester Community College and her bachelor’s in business organizational development from Concordia College and is a graduate of the 1,000 Leaders Initiative of Saginaw, County Vision 2020, and Leadership Saginaw. She is a committee member for both the Saginaw Bay Symphony Orchestra and the Saginaw Harvest Table Dinner. Drewe is also a board member, past treasurer, and endowment chair for the Underground Railroad, and is a member of the advisory committee, co-founding member, and past president of Women in Leadership of the Great Lakes Bay Region. She is a current board member and board chair of the Child Abuse and Neglect Council of the Great Lakes Bay Region. Drewe is the recipient of the 2012 Volunteer of the Year from the Saginaw Bay Symphony Orchestra, 2013 Woman of the Year (Zonta), and the 2017 Community Leader of the YWCA Great Lakes Bay Region. She also enjoys volunteering her time for Habitat for Humanity.

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

Maintain superior relationships with my clients and the staff at Tri-Star.

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

I am proud of how much we participate in our communities.

What's your favorite quote?

They may not remember what you say, but they will never forget how you made them feel.

What are your top three bucket list items?

Travel to every state in the US
Visit a night sky viewing at, dark sky location
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 9+ 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

LISA SAPH

Executive Assistant
Team Member since 2018

Success Starts with a Winning Team

Meet the Team Supporting You

Team Tri-Star

Interested in Joining the Tri-Star Team?

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0003_Stephanie-Anderson-240x300-1.jpg" alt="" width="188" height="235" />STEPHANIE ANDERSON, CFA ®

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/benjamin-bakken-240x300-1.jpg" alt="" width="188" height="235" />BENJAMIN BAKKEN

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0030_Cyndy-Bellaver-240x300-1.jpg" alt="" width="188" height="235" />CYNTHIA BELLAVER

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0028_Debbie-Briguglio-240x300-1.jpg" alt="" width="188" height="235" />DEBBIE BRIGUGLIO

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0035_Becky-Carrier-240x300-1.jpg" alt="" width="188" height="235" />BECKY CARRIER, MBA

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0012_Kyle-Chapple-240x300-1.jpg" alt="" width="188" height="235" />KYLE CHAPPLE

<img class="wp-image-6438 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2020/12/Bill-Christensen-HS-for-website.jpg" alt="" width="239" height="298" />BILL CHRISTENSEN, FPQP™, CISP, CTFA

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0038_Andy-Dalton-240x300-1.jpg" alt="" width="188" height="235" />ANDREW DALTON

<img class="wp-image-6437 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2020/12/Brenda-Edwards-HS-for-website.jpg" alt="" width="239" height="298" />BRENDA EDWARDS

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0041_Adam-Engel-240x300-1.jpg" alt="" width="188" height="235" />ADAM ENGEL

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0031_Claudia-Flattery-240x300-1.jpg" alt="" width="188" height="235" />CLAUDIA FLATTERY

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/5.jpg" alt="" width="188" height="235" />KARA FRANCKE

JASON GRINDLE

JANE HAGEN, AIF®, C(k)P®, QPFC

<img class="wp-image-7177 alignleft size-medium" src="https://www.tristartrust.com/wp-content/uploads/2021/01/Ann-Hall-HS-for-bio-228x300.jpg" alt="" width="228" height="300" />ANN HALL, J.D.

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0002_Steve-Hill-240x300-2.jpg" alt="" width="188" height="235" />STEVE HILL

JACK KIDWELL, J.D.

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2021/03/PavelKonecny_Website.jpg" alt="" width="188" height="235" />PAVEL KONECNY

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0043_Mary-Jo-Krick-240x300-2.jpg" alt="" width="188" height="235" />MARY JO KRICK, CTFA

<img src="https://www.tristartrust.com/wp-content/uploads/2021/07/Shelby-Miller-for-website-2.jpg" width="238" height="298" alt="" class="wp-image-8721 alignleft size-full" />SHELBY MILLER

<img class="wp-image-8725 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2021/07/Kelly-Hoffatt-for-website-2.jpg" alt="" width="238" height="298" />KELLY MOFFATT, CFA®

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

What is your favorite quote?

What are your top three bucket list items?

<img class="wp-image-3834 alignleft" src=" https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0021_Jenny-Moody-240x300-2.jpg" alt="" width="188" height="235" />JENNY MOODY

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0009_Marissa-Nowak-240x300-2.jpg" alt="" width="188" height="235" />MARISSA NOWAK

<img src="https://www.tristartrust.com/wp-content/uploads/2021/04/April-Parker-New-Headshot-4.jpg" width="239" height="298" alt="" class="wp-image-8429 alignleft size-full" />APRIL PARKER

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0020_Jessica-Peterson-240x300-2.jpg" alt="" width="188" height="235" />JESSICA PETERSEN

<img class="wp-image-8726 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2021/07/Gene-Pickelman-for-website-2.jpg" alt="" width="238" height="298" />GENE PICKELMAN, CFP®

JONATHAN PICKELMAN, CFP®

BOBBI PUTMAN, CFP®

<img class="wp-image-8701 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2021/07/Cody-Oczepek-for-website.jpg" alt="" width="238" height="298" />CODY OCZEPEK

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2021/03/BobRathbun_Websitephoto.jpg" alt="" width="216" height="270" />BOB RATHBUN

<img class="wp-image-8714 alignleft size-full" src="https://www.tristartrust.com/wp-content/uploads/2021/07/Lee-Reimann-for-website-2.jpg" alt="" width="238" height="298" />LEE REIMAN, JD, CPA

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/Drewe-Robinson-links-819x1024.jpg" alt="" width="188" height="235" />DREWE ROBINSON

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/Danielle-Rousseau-HS-scaled.jpg" alt="" width="188" height="235" />DANIELLE ROUSSEAU

<img class="wp-image-3834 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2020/10/EE-Headshots-for-Website-600x750_0010_Lisa-Saph-240x300-2.jpg" alt="" width="188" height="235" />LISA SAPH

STEPHANIE ANDERSON, CFA ®

BENJAMIN BAKKEN

CYNTHIA BELLAVER

DEBBIE BRIGUGLIO

BECKY CARRIER, MBA

KYLE CHAPPLE

BILL CHRISTENSEN, FPQP™, CISP, CTFA

ANDREW DALTON

BRENDA EDWARDS

ADAM ENGEL

CLAUDIA FLATTERY

KARA FRANCKE

ANN HALL, J.D.

STEVE HILL

PAVEL KONECNY

MARY JO KRICK, CTFA

SHELBY MILLER

KELLY MOFFATT, CFA®

JENNY MOODY

MARISSA NOWAK

APRIL PARKER

JESSICA PETERSEN

GENE PICKELMAN, CFP®

CODY OCZEPEK

BOB RATHBUN

LEE REIMAN, JD, CPA

DREWE ROBINSON

DANIELLE ROUSSEAU

LISA SAPH