Tri-Star Trust
At Tri-Star, there’s a purpose to all we do. A higher purpose. One that we state plainly and refer to regularly of “Building caring, genuine relationships that strengthen families and transform our communities." People are our business. Our clients' families and futures are the focus of all our efforts at Tri-Star Trust. As a locally-based, community-focused business, we're striving for something greater than ourselves and our bottom line. Let us help you create a financial strategy that fits for your family, business, or non-profit. Through strong relationships and an intentional purpose, we have grown to a staff of more than 50 professionals, managing over $2 billion in client assets, contributing to more than 160 local nonprofits, and expanding to four convenient locations in central Michigan (Saginaw, Lansing, Midland and Frankenmuth). We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Are you ready to join our caring team of professionals so we can help more clients every day? Why Tri-Star- We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special- We act in good faith and hold ourselves to a higher fiduciary standard- We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform communities. Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve. We currently serve over 1,100 relationships and manage over $2 billion in client assets while maintaining 98% client retention. Please visit our website at to learn more.
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Verified contacts
61
available on Kipplo
LinkedIn employees
73
51 to 200 range
Open roles
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no listings
Distinct roles
42
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
61 contacts with verified email or phone · masked until revealed.
- KW
Kristen Wuerfel
Director of Marketing and Communications · Advertising & Marketing
EmailPhone - AE
Adam Engel
Vice President, Director of Operations · Operations
EmailPhone - AB
Andrew Bethune
Vice President, Philanthropic Solutions Group · General Business & Management
EmailPhone - BC
Becky Carrier
VP, Investment Manager · Finance & Accounting
EmailPhone - DB
Debbie Briguglio
Vice-president Relationship Manager · Finance & Accounting
EmailPhone - JK
Jack Kidwell
Senior Vice President · General Business & Management
EmailPhone - SH
Steve Hill
Vice President, Director of Investments · Finance & Accounting
EmailPhone - AW
Abby Welsh
Marketing Associate · Advertising & Marketing
EmailPhone - AP
April Parker
Relationship Associate · Customer/Client Service
EmailPhone
Showing 9 of 61 verified contacts
Top roles at Tri-Star Trust
42 distinct titles indexed · top 10 shown.
- 4relationship assistant
- 4relationship associate
- 4tri-star trust
- 3investment associate
- 3investment intern
- 2financial planning assistant
- 2senior vice president
- 2tri-star trust bank
- 2trust officer
- 2vp, frankenmuth market director and relationship manager
- +32more titles
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