Matt Green’s story is one of resilience, discipline, and a relentless commitment to helping others turn financial success into retirement significance.
His path to becoming a financial advisor started with enlisting in the United States Marine Corps, which gave him structure, discipline, and a mission-first mindset. This experience became the foundation for his work as a dedicated advisor guiding families for more than 25 years.
Relying on the steadiness and commitment he learned as a Marine, Matt built Trinity Financial Group around a simple but powerful belief: relationships are essential to life—therefore, make them last forever. For Matt, advising is not about chasing trends or selling products. It’s about creating an experience where people feel truly seen, heard, and safe. Clients often say they can’t quite put into words what happens when they sit down with him, but they leave feeling understood and confident about their future.
At the core of his practice is a disciplined, long-term investment philosophy: time in the market beats timing the market. Matt and his team emphasize re-balancing, cash availability, and income planning—helping clients face volatility without fear. Inspired by his “Mission Mindset,” he encourages clients to approach finances with discipline, teachability, and coachability.
But Matt’s vision goes beyond wealth accumulation. He helps people make the leap from success to significance—whether that means supporting a grandchild’s education, contributing to a cause, mentoring others, or creating lasting memories with family. He believes money should be used wisely, but also joyfully, reminding clients there is “a season for everything.”
Outside the office, Matt is a devoted husband to his wife of more than 25 years, Mindi. Together, they are proud parents of nine boys and grandparents to five. A country boy at heart, Matt thrives outdoors—whether it’s Baja racing, hunting, fishing, or simply enjoying time with family.
More than a financial advisor, Matt Green is a partner for life’s journey. With him, clients gain more than strategies for retirement; they gain a steady hand, a trusted friend, and a guide committed to helping them live with confidence, meaning, and significance.
