About Us
We help you make every retirement moment a significant one
Relationships are essential to life. That’s why, when it comes to our clients, we work to make them last forever. Here’s a look at the people and beliefs helping us build lasting relationships and significance-filled retirements.
With nearly 75 years of combined experience, we have the savvy and know-how to help you reach your financial goals.
Our Team
Your Trinity Financial Group team
Meet the team standing by to help you build the significance and meaning you deserve in retirement.
Matt Green
Principal Founder
Chief Executive Officer
Matt Green is a Wealth Advisor at Trinity Financial Group. He started his career in financial services in 1998. Matt has trademarked the phrase “Relationships are essential to life, therefore make them last forever.” It’s a core belief of his that permeates through all he does.
Matt holds his Series 65 Securities License and is an Investment Advisor Representative. This allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to always do what is in the best interest of his clients.
Matt and his wife Mindi of over 20 years are the proud parents of nine boys and five grandchildren. Their hobbies include golfing, traveling, and chasing boys!
Lincoln Office
About Us
Our investment philosophy
“Far more money has been lost by investors preparing for corrections, or trying to anticipate corrections, than has ever been lost in corrections themselves.” - Peter Lynch
At Trinity Financial Group, we don’t game the market’s ups and downs. We rely on a long-term, stability-focused strategy to help keep you positioned for future gains and deliver the confidence you deserve throughout retirement:
Rebalancing for Meaningful Growth
We never make impulsive moves with your money. Instead, we methodically rebalance your portfolio—instilling discipline and confidence so each market cycle supports the long-term significance you seek.
Ready Cash for Special Moments
By setting aside liquid funds, we keep you prepared for corrections and positioned to fund life’s meaningful moments without selling investments at the wrong time.
Income Cushion for Significant Living
We earmark at least three years of expenses, creating a steady, worry-free paycheck so you can focus on bringing meaning to every moment—even during extended market slumps.
If you want to learn more about what fuels our philosophy, contact our team today.
Let's Get Started
Meet our mission-minded team
Book a no-obligation meeting and discover how we can help you bring meaning to every moment.
