Tri-Star Trust
Jane L. Hagen is a seasoned professional with extensive experience in retirement plan management and wealth management services. As the Senior Vice President and Director of Retirement Plans at Tri-Star Trust Bank since September 2000, Jane oversees corporate retirement plans, handling account administration, client servicing, and sales while conducting employee communication meetings. Previously, Jane served as Vice President at Citizens Bank across Michigan, Ohio, and Wisconsin from June 1987 to September 2000, focusing on sales of wealth management services and employee communications for retirement plans. Jane holds designations as an Accredited Investment Fiduciary (AIF), Certified 401(k) Professional (C(k)P), and Qualified Plan Financial Consultant (QPFC).
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.