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.

Family

Finance

Real Estate

Tri-Star Trust

Pavel Konecny

Anthony Taylor

Lee B. Reimann

The Finance and Investment Team at Tri-Star Trust is dedicated to crafting personalized financial strategies for families, businesses, and non-profits. Leveraging strong client relationships and a higher fiduciary standard, the team manages over $2 billion in assets. Team members work collaboratively to provide expert investment advice, retirement planning, and trust management, ensuring financial security and growth for their clients while reinforcing the company's commitment to community transformation.

Finance and Investment Team

About

Team members