Steve co-founded Trinity Capital Management in 2011, aiming to provide impartial investment advice as an independent advisor. With over 40 years of experience, he has built a strong reputation for guiding clients through changing markets and financial challenges. His personalized investment strategies focus on long-term goals while prioritizing risk management to ensure portfolios align with clients' objectives and tolerance.
Combining discipline, thorough research, and consistent communication, Steve empowers clients to pursue their aspirations confidently. He believes in a collaborative approach to financial advice for individuals, affluent families, private foundations, trusts, and corporate retirement plans, creating tailored plans that reflect each client's unique circumstances.
A graduate of the University of Kentucky, Steve earned a Bachelor of Science degree in Accounting in 1977 and became a Certified Public Accountant (CPA) in Texas in 1981. Steve began his investment advisory career in 1983. Outside of work, Steve enjoys golf, physical fitness, teaching Bible studies, and traveling with his wife, Claire. He is also actively involved with Sylvania Church in Tyler and enjoys serving on boards of not-for-profit foundations from time to time.
“I see my role as a financial advisor more as a calling than just a job. I genuinely enjoy what I do and find great satisfaction in helping people with their financial needs. Over the years, many of my clients have become personal friends, which makes my work even more rewarding due to the time I get to spend with them.”
– Steve Mills, Partner
