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

BRENT BISMACK

Business Development Officer

DEBBIE BRIGUGLIO

Vice President,
Senior Relationship Manager

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BECKY CARRIER, CFP®

Vice President,
Investment Manager

KYLE CHAPPLE

Investment Associate

bill christensen, FPQP™, CISP, CTFA

Vice President,
Relationship Manager

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Andrew Dalton

Business Analyst,
Project Manager

Casey Dalton, CFP®

Vice President,
Financial Planner

Alexander Doyle

Relationship Assistant

Brenda Edwards

Relationship Assistant

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Adam Engel, BPA

Trust Officer,
Operations Manager

Claudia Flattery

Vice President,
Controller & Director of
Human Resources

Kara Francke

Relationship Associate

Jason Grindle

Vice President,
Investment & Relationship Manager

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Jane Hagen, AIF®, C(k)P®, QPFC

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

Spencer Hardy

Investment Associate

steve hill

Vice President,
Investment Manager

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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

Alana La Rue

Marketing Intern

shelby miller-DuFort, RPF

Retirement Plans Assistant

Colby J. Moergeli

Financial Planning Analyst

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Jenny Moody, RPF

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 & Market Director

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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, CFP®

Vice President,
Relationship Manager

DREWE ROBINSON

Registered Representative of
LPL Financial, LLC

Danielle Rousseau

Relationship Associate

Lisa Saph

Executive Assistant

Mason Sarosi, CFA®

Trust Officer,
Relationship Manager

Joann Schofield

Relationship Associate

Kevin Scorsone

Vice President,
Market Director &
Relationship Manager

Dane Senkowski

Investments Intern

Anthony Taylor

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

Lance Tenwalde, QKA

Trust Officer,
Employee Benefits Associate

TOM VAN HOOF

Audit and Compliance Manager

Jordan Waier

Trust Officer,
Employee Benefits Relationship Manager

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?

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User Guide

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 14+ 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 30)
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 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, Treasurer / Board Member for the Greater Lansing Local Development Financing Authority / Lansing Regional SmartZone, co-founder and organizer for 5 Minutes Tops student shark-tank contest, Board Member for the Holt Education Foundation, and member of the Lansing Promise Business Council. 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. 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

BRENT BISMACK

Business Development Officer
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 current President of the congregation at Zion Evangelical Lutheran in Freeland, MI as well as being 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.

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.

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 15+ 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), and going off to earn her designation as Certified Financial Planner (CFP) since 2021. Becky is an active member in Great Lakes Bay Region Women in Leadership as well as an Ambassador for the Saginaw County Chamber of Commerce, as of January 2022.

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 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 36 years of experience in the banking industry, and over 26 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

Business Analyst, Project Manager
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.

CASEY DALTON, CFP^®

Vice President, Financial Planner
Team Member since 2022

Casey Dalton is an analytical, informative, learner. He is constantly trying to find ways to challenge others to prove their statements to make sure there is consistently evidenced to back it up. Casey is always going out of his way to learn new things to become more excelled in his field and figure new ways around being able to give his input in situations. He has received his Bachelor of Business Administration with a focus in Finance from the University of Georgia while becoming a Certified Financial Planner. He has been in the industry for 19 years but has been based out of California. Casey recently moved to Bay City with his wife and dogs to be closer to his wife’s family.

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

My goal is to provide our clients with the information they need to make the best decisions for their families. I want them to feel confident in an uncertain world and never feel paralyzed when faced with a big decision.

What's your favorite quote?

“It can ruin your life only if it ruins your character. Otherwise, it cannot harm you – inside or out.” – Marcus Aurelius

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

I love the collaborative ethos of Tri-Star. Everyone is working towards the same goal: to grow the business organically by creating a referable client experience.

What are your top three bucket list items?

1. Spend at least a month exploring the ruins of Egypt

2. Spend at least a month exploring the ruins of Greece, Italy, and Turkey

3. Scuba dive the South Pacific

ALEXANDER DOYLE

Relationship Assistant
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.

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

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 is truly passionate about her work. This passion along with ambition and drive has her constantly looking for ways to improve the client experience. Kara is always learning and looking for a “better way” to do things. Solution-focused and never problem-oriented, Kara has an innate ability to identify where improvements can be made. Kara is naturally outgoing and conversational and loves to meet new people and learn about their experiences. Kara has over ten years of experience in customer service and administration. She graduated with honors (magna cum laude), from Saginaw Valley State University in 2018 acquiring her Bachelor in Business Administration with a major in marketing. Kara is a member of the Saginaw Valley Young Professionals Network and has spent time volunteering at the Saginaw Children’s Museum as well as volunteering as a soccer coach for the Bay Area Soccer Association.

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

Vice President, 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 20+ 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.

SPENCER HARDY

Investment Associate
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. 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

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 22 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. He also spends time volunteering as the coach for youth lacrosse

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

ALANA LA RUE

Marketing Intern
Team Member since 2022

Alana La Rue is a strategic, inclusive, achiever. She is always looking to resolve the obstacles she faces and figure out the why of the obstacles that come in her path. She is also very disciplined in the way that everything has to be ordered and in a routine. Being disciplined helps with her mindset of achievement. She is always keeping herself busy with enjoying what she loves. Alana is a current Northwood University student participating in the 4-year BBA/MBA program. She will receive her Bachelor of Business Administration with a major in finance and minor in management in 3 years and will go on to graduate with her Master of Business Administration in 1 year. Along with school, she loves to get involved on campus. Alana participates in, Turning Point USA as social media director, Finance Association of Northwood University as President, and Northwood University International Auto Show as Captain of Team Monster Energy. Along with her numerous clubs, she is also the Monster Energy Campus Ambassador and works part-time at Panache Boutique in Bay City, MI.

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

Ensure that what we preach on all of our platforms mimics how we make the customer feel in person. Make sure that not only the marketing team, but all of the other employees live up to Our Vision- To be the most trusted, valued wealth management partner. And even though I am in the marketing department, I hope to still be able to connect with the customers on a personal level to make them feel more at home when they walk through those doors!

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

SHELBY MILLER-DUFORT, RPF

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

COLBY J. MOERGELI

Financial Planner Analyst
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 2+ 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!

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.

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

Success Starts with a Winning Team

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Interested in Joining the Tri-Star Team?

STEPHANIE ANDERSON, CFA ®<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" />

<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, CFP®

<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" data-uw-styling-context="true" />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-15730 alignleft" src="https://www.tristartrust.com/wp-content/uploads/2022/05/EE-Headshots-for-Website-600x750_0050_Alexander-Doyle-240x300.jpg" alt="" width="188" height="235" />ALEXANDER DOYLE

<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="alignleft wp-image-15789" src="https://www.tristartrust.com/wp-content/uploads/2022/05/EE-Headshots-for-Website-600x750_0049_Kara-Francke.jpg" alt="" width="188" height="235" />KARA FRANCKE

JASON GRINDLE

JANE HAGEN, AIF®, C(k)P®, QPFC

<img src="https://www.tristartrust.com/wp-content/uploads/2022/05/EE-Headshots-for-Website-600x750_0054_Spencer-Hardy-1-240x300.jpg" width="240" height="300" alt="" class="wp-image-15806 alignleft size-medium" />SPENCER HARDY

<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/2022/05/EE-Headshots-for-Website-600x750_0055_Alana-La-Rue-1-240x300.jpg" width="240" height="300" alt="" class="wp-image-15807 alignleft size-medium" />ALANA LA RUE

<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-DUFORT, RPF

<img src="https://www.tristartrust.com/wp-content/uploads/2022/05/EE-Headshots-for-Website-600x750_0052_Colby-Moergeli-1-240x300.jpg" width="240" height="300" alt="" class="wp-image-15809 alignleft size-medium" />COLBY J. MOERGELI

<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, RPF

<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

STEPHANIE ANDERSON, CFA ®

BENJAMIN BAKKEN

CYNTHIA BELLAVER

DEBBIE BRIGUGLIO

BECKY CARRIER, CFP®

KYLE CHAPPLE

BILL CHRISTENSEN, FPQP™, CISP, CTFA

ANDREW DALTON

ALEXANDER DOYLE

BRENDA EDWARDS

ADAM ENGEL

CLAUDIA FLATTERY

KARA FRANCKE

SPENCER HARDY

STEVE HILL

PAVEL KONECNY

MARY JO KRICK, CTFA

ALANA LA RUE

SHELBY MILLER-DUFORT, RPF

COLBY J. MOERGELI

JENNY MOODY, RPF

MARISSA NOWAK

APRIL PARKER