Trent Steines
Portfolio Manager @Steele Capital Management, Inc
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WORK HISTORY
Portfolio Manager @Steele Capital Management, Inc
EDUCATION
Loras College
BA
Northeast Iowa Community College
AA
University of Dubuque
Master of Business Administration (M.B.A.)
ABOUT TRENT STEINES
I am a wealth advisor specializing in investment management, estate planning, tax strategy, and financial planning. With honest and straightforward advice, I provide clarity in an often overcomplicated industry.Before joining Steele Capital, I worked as a trust and wealth advisor at an independent trust company in Dubuque. Prior to that, I spent over a decade with a Fortune 500 insurance company, focusing on employer-sponsored retirement plans. My true passion is helping others achieve their financial and family goals. I am also a member of the Noon Optimists of Dubuque.I hold an MBA from the University of Dubuque and a bachelor\'s degree from Loras College. Outside of work, I enjoy spending time with my wife, Lindsay, our daughter, Larken, and our dog, Paisley. We cherish time spent outdoors with family and friends, whether at the pool, on the river, attending sporting events, or on the golf course.
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