Trinity Capital Management
Trinity Capital Management was founded in 2011 by Steve Mills, Brad Bays, and Craig Conser after spending many years working for Wall Street investment firms. One of their objectives in going independent and forming TCM was to have the ability to offer their clients totally independent and objective advice and financial solutions.
In 2013, Hank Baker joined TCM from a local bank trust department and soon after became a partner. In 2020, we added a Dallas Branch headed by Michael Elias. In 2021, we added a Nacogdoches Branch headed by Wendy Buchanan.
TCM is affiliated with Wells Fargo Advisors Financial Network, LLC who provides back-office support and custody services for our clients. As our client, you gain the unbiased approach of an independent advisory practice while having the resources and backing of one of the largest financial companies in the world.
Our team has over 150 years of combined experience and is dedicated to helping you with every aspect of your financial life, including:
- Building wealth the right way
- Entering retirement with confidence
- Protecting your assets
- Creating a tax efficient portfolio
- Leaving a lasting legacy
Trinity Capital Management
Core Values
When investing in today’s complicated financial markets, it is vital to have professionals that you can trust and depend on. We believe these principles of professionalism reflect our commitment to excellence.
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INTEGRITY
Integrity is the foundation on which we build our relationships. We seek to reflect high ethical standards and do the right thing regardless of the circumstances.
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RELIABILITY
We work very hard to earn your trust and confidence by utilizing a systematic and consistent process for managing wealth. Our commitment to your financial well-being is always our foremost concern.
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COMPETENCE
Trinity Capital Management is an experienced, professional team qualified to help you meet your financial objectives. We constantly pursue additional education and training opportunities in order to give us the necessary knowledge to work to navigate your plan through both calm and turbulent financial waters.
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SERVICE
We believe that you deserve a high touch, comprehensive and customized service in order to meet your financial needs. We strive to provide high touch, high quality services in every facet of our business.
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CONFIDENTIALITY
We appreciate that you confide in us very personal financial information that is a necessary part of us helping to achieve your financial goals. At Trinity Capital Management we make it a priority to respect the privacy of the information you share with us.
