Tri-Star Trust
Anthony Taylor has over a decade of experience in the financial services industry, currently serving as Chief Operating Officer at Tri-Star Trust since July 2013. Taylor has held multiple leadership roles within the company, including Senior Vice President and Director of Personal Trust Administration. Prior to Tri-Star Trust, Taylor worked at Synergy Medical Education Alliance as Medical Education Manager and Associate Research and Grant Manager, and briefly at GSK as a Pharmaceutical Sales Representative. Taylor's educational background includes a Certified Financial Planner designation from the College for Financial Planning, a Master's degree in Administration from Central Michigan University, and a Bachelor's degree from Hope College. Further studies were undertaken at the School for International Training.
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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 www.tristartrust.com to learn more.