Gene Pickelman

Role: Tri-star Trust Bank at Tri-Star Trust
Location: Saginaw, MI, US
LinkedIn followers: 500 followers

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About Gene Pickelman

Experienced Co-Founder with a demonstrated history of working in the financial services…

Experience

Tri-star Trust Bank
Tri-Star Trust
Present

Skills

Wealth Management
Portfolio Management
Investments
Investment Advisory
Wealth
Retirement Planning
Asset Allocation
Estate Planning
Equities
Finance
Asset Management
Wealth Management Services
Investment Strategies
Investment Management
Series 7
Private Banking
Loans
Small Business
Fixed Annuities
Retirement
Mutual Funds
High Net Worth Individuals
Financial Services
Strategic Financial Planning
Alternative Investments
Series 63
401k
Asset Managment
Securities
Long-Term Care
Insurance
Financial Analysis
Financial Planners
Mortgage Lending
Estate Tax Planning
Financial Planning
Trusts
Life Insurance
Values-Based Leadership

Contact information

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Work email
•••••@tristartrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Tri-Star Trust

Financial Services · 73 employees · Founded 2000 · Saginaw, Michigan, United States

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.

tristartrust.com

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About Gene Pickelman

Experience

Tri-star Trust Bank

Skills

Find verified contacts for anyone on LinkedIn