Trinity Wealth Advisors LLC

James Evens is a CFP® with 35 years of experience in the financial industry. He has been with Trinity Wealth Advisors since 1997 and Trinity Wealth Securities, LLC since 2001. The firm serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. Trinity Wealth Advisors offers comprehensive wealth management, financial planning, and investment management services that integrate clients’ lifestyle and legacy goals with tailored investment oversight.

James Matush Jr. is a CFP® with 44 years of industry experience, currently serving at Trinity Wealth Advisors LLC in St. Louis, MO. He has been affiliated with Trinity Wealth Securities, LLC since 2000. Outside of his advisory role, he has a longstanding inactive involvement as a user and distributor of healthcare products through Nikken. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, as well as businesses through retirement plan consulting. The firm offers comprehensive wealth management, financial planning, and investment oversight, utilizing outside institutional managers within a goals-oriented, structured process.

Eric Steiner is a CFP® with 32 years of industry experience and is currently with Trinity Wealth Advisors LLC in St. Louis, MO. He has been with the Trinity organization since 2001 through its various entities. Steiner has an inactive role receiving residuals from selling annuities in the past. Trinity Wealth Advisors primarily serves individuals and families, including high-net-worth clients, and provides retirement plan consulting for businesses. The firm uses a goals-oriented wealth management process that integrates lifestyle and legacy objectives with investment advice and typically implements portfolios through outside institutional managers under its oversight.

Alan Smith is a CFP® with 39 years of industry experience and is the principal of ASA Advisors, Inc. in Eureka, MO. He has worked with Trinity Wealth Advisors, LLC since 1998 and has been self-employed in various capacities since 1993. In addition to his advisory work, he serves as an independent representative for Growth Management Group / Stryde Savings, which provides tax and cost-saving strategies for privately held companies. ASA Advisors serves individuals, families, businesses, foundations, and retirement plans with portfolio management, financial planning, and retirement plan consulting. The firm employs a modern portfolio theory approach with diversified portfolios using mutual funds and ETFs, offering both strategic and tactical allocation management while combining internally managed accounts with third-party manager recommendations.