Trinity Capital Management is dedicated to simplifying your financial life to help you live your life the way you want. Everything we do is designed to give you confidence about your finances and let you enjoy a healthy financial future.
CRAIG CONSER, CRPC®
Craig Conser graduated in 1989 from Liberty University in Lynchburg, Virginia with a degree in business administration and a concentration in management. Before entering the financial services industry with Merrill Lynch in 1998, he spent nine years working in management with Terminix Services and as the owner/operator of Franklin’s Printing and Graphics. In 2004, Craig joined RBC Wealth Management where he worked until 2011, when he co-founded Trinity Capital Management. Craig holds Series 7, 9, 10, 31 and 66 securities registrations as well as a Group 1 Insurance License.
In 2013, Craig earned his Chartered Retirement Planning CounselorSM or CRPC® designation. Individuals who hold the CRPC® designation have completed a course of study encompassing pre- and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Craig’s areas of focus within Trinity Capital Management are retirement planning and retirement income strategies.
Craig is involved in numerous civic activities. He was most recently a member of the Board of Directors for the Children’s Advocacy Center of Smith County where he served for 6 years. In addition, he is a member of the Tyler Chamber of Commerce which has honored him with a Life Membership for his many years of service to the contract club. He has served on the Athletic Advisory Counsel at the University of Texas at Tyler, and is a past President of the Whitehouse High School Dugout Club. He has also served on the Board of Directors for the Rose Capital West Little League and the Whitehouse Baseball/Softball League.
Away from the office, Craig has coached youth baseball for the last 16 years, and loves teaching kids how to play America’s pastime. Craig enjoys being an active member of the Green Acres Baptist Church in Tyler, and loves spending time with his wife, Sherry, and their three children, Peyton, Karsen, and Jackson.