Eric Steiner, CFP, and 5-Star Rated Wealth Advisor, offers more than 20 years of experience in wealth management and coaching to meet his clients’ individual needs and circumstances. Eric believes that successful wealth plans start with attentive listening to his client’s needs, wishes and concerns. A wealth roadmap can then be crafted to chart a path from today’s situation to tomorrow’s desires with the flexibility needed for changing lives, health, and family dynamics.
Eric loves a challenge, particularly if he can use his creative problem-solving abilities and process orientation to bring order out of messes. These skills first came to light designing solutions for complex client financial situations as a regional planning manager for a national firm in the late 1990s. At Trinity he has led the building of a new process for review meetings, led the redesign of our business model, and optimized our financial system. Having worked at IBM for 10 years in technical and management roles, he has also been comfortable overseeing numerous technology enhancements at our firm.
Eric lives in Chesterfield with his wife Claire and sons John Eric and Joshua. He has served in various church leadership roles in the past, and is presently leading an adult Sunday School class at First Evangelical Free Church where he is a member. Teaching students through the Junior Achievement (Project Business) program has been another enjoyable experience. Eric graduated as a Top 10 Senior with a BS in Electrical Engineering from the University of Tulsa where he also lettered in varsity baseball.