OMAHA, Neb. (November 1, 2017) — Trinity Financial Group, a local company with a deep commitment to relationships, continues to expand its team.
The firm has hired a new strategic partner and investment advisor representative, Klaus Steinke, who was born in Bavaria, Germany, and who immigrated to the United States shortly after his first birthday.
Klaus will be responsible for case planning and design at Trinity. He has 11 previous years experience working with clients on investments and financial planning, and has his Series 7, Series 66, insurance and long-term care licenses. In addition, he’s currently completing a Certified Financial Planner® (CFP®) program.
“Words can’t express how excited we are to have Klaus join our team at Trinity,” said Matt Green, president. “He brings exhaustive experience, professionalism, and dedication to our team — he’s going to fit right in with everyone at Trinity. We’re thrilled to have him.”
Klaus draws from deep personal experience to help people. As a young child, his grandmother taught him to count his blessings. Among those blessings, he counts client relationships, as well as his four children, two boys and two girls, including fraternal twins. His first child, David, has passed and is missed greatly. In addition to spending time with his children he enjoys taking long walks with his life partner Katie, cooking, watching sports, and meager attempts at golfing.
About Trinity Financial Group
Trinity Financial Group is an independent financial planning group specializing in helping people protect and preserve their hard-earned assets. We truly want to serve our clients and that’s why we do our best to guide them in accomplishing their goals. Find out more about Trinity Financial Group and its services at www.trinityne.com.
Licensed insurance professional. Investment advisory services offered through Change Path, LLC, an Investment Advisor. Trinity Financial Group and Change Path, LLC are not affiliated. 17115 – 2017/11/3