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A Personal Approach to Protecting What Matters Most

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Our Journey

Trinity Insurance & Financial Services was founded in August 2024 a genuine passion for helping families secure their futures. We saw a need for trusted, personalized guidance in our community and set out to create a service grounded in integrity, care, and long-term relationships.

What Makes Us Different

We take a family-first approach to everything we do. That means we don’t just help you choose a policy, we walk alongside you, making sure you understand your options and feel confident in your decisions.

With over 20 years of combined experience, bilingual support for Spanish and English speaking clients, and a strong commitment to education, we’re here to make the process simple, clear, and personal.

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Meet Our Experts

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Elizabeth Adame

Senior Managing Partner

980-522-4080

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Elizabeth Adame is the co-owner of Trinity Insurance and Financial Services, where she helps individuals and families navigate their insurance options with clarity and confidence. With over 10 years of experience, she specializes in Medicare, ACA health plans, life insurance, and supplemental coverage.

Elizabeth is known for her personal, hands-on approach, making insurance simple, clear, and easy to understand so clients can feel confident in their decisions.

Her work is rooted in faith, integrity, and service, and she believes her business is a calling to support others and help families protect what matters most.

Outside of work, Elizabeth is a devoted wife and mother who values faith, family, and purposeful living. She enjoys time with her husband and children, staying active through fitness, cooking at home, and creating meaningful moments outdoors with her family.

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Anna Martinez

Senior Managing Partner

704-886-7700

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Anna Martinez is the co-owner of Trinity Insurance and Financial Services, with over a decade of experience in the insurance industry. She is passionate about helping families in her community find the right protection for their future, whether it’s life, health, or Medicare coverage.

Anna believes in building real relationships, offering honest advice, and being there every step of the way. As a local agent, her goal is to make insurance simple, accessible, and truly beneficial for the people she serves.

Her work is guided by faith, trusting God in every step and striving to be a blessing to others through what she does.

Outside of work, Anna enjoys spending time with her husband and their two boys, who are her biggest motivation and the reason she cares so deeply about helping other families.

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Have questions? Let’s talk.

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