Eric Steiner

Eric Steiner, CFP®, brings more than 30 years of wealth coaching and consulting to benefit our Trinity clients.  For both clients and the firm, Eric simplifies complex concepts to facilitate decision-making.  Client examples include one-pagers for Retirement Scenarios, Social Security Options and Tax Impact of Roth Conversions and/or Charitable Giving.  For Trinity he has optimized our financial systems, led the simplification of our Client Service, and is presently engaged with digital marketing.  Having worked at IBM for 10 years in technical and management roles he was also the right fit to enhance our Technology to its current advanced state.

Eric lives in Chesterfield with his wife Claire.  They have two sons, John Eric, and Joshua, and a new grandson, Lucas. He has served in various church leadership roles in the past and presently leads two Small Groups at First Free Church where he is a member. He has also led fund-raising projects for African Vision of Hope, a ministry to the poor and orphaned in Zambia.  Eric graduated as a Top 10 Senior with a BS in Electrical Engineering from the University of Tulsa where he also lettered in baseball.

Fun Facts about Eric:

• Played baseball in Rizal Stadium in Manila, Philippines. The first two home runs hit at this iconic stadium were by Lou Gehrig and Babe Ruth.
• Wrote the alma mater for his high school.
• Sang to his bride at his wedding.
• Organized a debate in Tulsa for the two candidates for US Congress.
• Built a lawn-mowing business of 20+ lawns as a teenager in Canton, Ohio.
• High school appetite required his eating during French class since lunchtime was too short.