Home
Team Directory
About Us

Team Directory

Your Trinity Strategic Wealth team strives to make you feel welcome and supported, treating you with respect and professionalism while delivering meaningful results for your financial future.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Education and Marketing
Jodi Rahm
VP of Development & Marketing
Vice President of Business Development & Marketing
jodi.rahm@trinitystrategicwealth.com(918) 858-2801
Board of Directors
Mike Mazzei, CFP®, MPAS®
Chairman & CEO
Chairman & CEO
mike.mazzei@trinitystrategicwealth.com(918) 858-2802
Board of Directors
Keith Van Dyke, CFP®
President & COO
President & Chief Operating Officer
keith.vandyke@trinitystrategicwealth.com(918) 858-2807
Investment Management
Andrew Steinmetz, CFA
Vice President &CIO
Vice President & Chief Investment Officer
andrew.steinmetz@trinitystrategicwealth.com(918) 858-2810
Financial Advisors
Carson Chambers
Financial Advisor
Financial Advisor
carson.chambers@trinitystrategicwealth.com(918) 858-2825
Financial Advisors
David Moore, MPAS®
Partner & Financial Advisor
Partner, Trinity Strategic Wealth
david.moore@trinitystrategicwealth.com(918) 858-2804
Financial Advisors
Derrick Sands, CFP®, CKA®
‍Partner & Financial Advisor
Partner, Trinity Strategic Wealth
derrick.sands@trinitystrategicwealth.com(918) 858-2809
Financial Advisors
Jeremy Lott, CFP®, CEPA®
Partner & Financial Advisor
Partner, Trinity Strategic Wealth
jeremy.lott@trinitystrategicwealth.com(918) 858-2820
Financial Advisors
Dennis Zeimet, CFP®
Partner & Financial Advisor
Partner, Trinity Strategic Wealth
dennis.zeimet@trinitystrategicwealth.com(918) 858-2819
Financial Advisors
Allison Fletcher, RFC®
Tulsa & Enid Financial Advisor
Financial Advisor
allison.fletcher@trinitystrategicwealth.com(918) 858-2811
Financial Advisors
Caleb Mazzei, M.S. Math
Financial Advisor
Financial Advisor
caleb.mazzei@trinitystrategicwealth.com(918) 858-2808
Financial Advisors
Ian Kiefer, CFP®
Financial Advisor
Financial Advisor
ian.kiefer@trinitystrategicwealth.com(918) 858-2815
Financial Advisors
Andrew Locke, CPA, AIF®
Financial Advisor
Financial Advisor
andrew.locke@trinitystrategicwealth.com(918) 858-2821
Client Service Members
Karig Stoup, CFP®
Client Services Manager
Financial Advisor & Client Services Manager
karig.stoup@trinitystrategicwealth.com(918) 858-2816
Financial Advisors
Jeffrey Small, CFP®
Financial Advisor
Financial Advisor
jeffrey.small@trinitystrategicwealth.com(918) 858-2790
Financial Advisors
Taylor Bennett, MBA
Financial Advisor
Financial Advisor
taylor.bennett@trinitystrategicwealth.com(918) 858-2814
Financial Advisors
Callum Raymick
Branch Associate
Branch Associate
callum.raymick@trinitystrategicwealth.com(918) 858-2824
Client Service Members
Paige Murphy, FPQP™
Client Services Associate
Client Services Associate
paige.murphy@trinitystrategicwealth.com(918) 858-2806
Client Service Members
Caroline Kane
Client Services Associate
Client Services Associate
caroline.kane@trinitystrategicwealth.com(918) 858-2805
Client Service Members
Elizabeth Jenkins
Receptionist
Receptionist & Client Services Associate
elizabeth.jenkins@trinitystrategicwealth.com(918) 858-2800
Education and Marketing
Lauren Stoup
Marketing Assistant
Marketing Assistant
lauren.stoup@trinitystrategicwealth.com(918) 858-2791
Executive Assistants
Anna Vincent
Executive Assistant
Executive Assistant to David Moore
anna.vincent@trinitystrategicwealth.com(918) 858-2813
Executive Assistants
Cindy Barton
Executive Assistant
Executive Assistant to Derrick Sands
cindy.barton@trinitystrategicwealth.com(918) 858-2812
Executive Assistants
Ashlyn Mitchell, FPQP™
Executive Assistant
Executive Assistant to Caleb Mazzei
ashlyn.mitchell@trinitystrategicwealth.com(918) 858-2817
Executive Assistants
Emily Eisensmith
Executive Assistant
Executive Assistant to Allison Fletcher
emily.eisensmith@trinitystrategicwealth.com(918) 858-2803
Executive Assistants
Jennifer Henry
Executive Assistant
Executive Assistant to Dennis Zeimet
jennifer.l.henry@trinitystrategicwealth.com(918) 858-2818
Executive Assistants
Staci Fields
Executive Assistant
Business Development Coordinator to Jeremy Lott
staci.fields@trinitystrategicwealth.com(918) 858-2822
Board of Directors
Mike Mazzei, CFP®, MPAS®
Chairman & CEO
Chairman & CEO
mike.mazzei@trinitystrategicwealth.com(918) 858-2802
Board of Directors
Board of Directors
Keith Van Dyke, CFP®
President & COO
President & Chief Operating Officer
keith.vandyke@trinitystrategicwealth.com(918) 858-2807
Board of Directors
Investment Management
Andrew Steinmetz, CFA
Vice President &CIO
Vice President & Chief Investment Officer
andrew.steinmetz@trinitystrategicwealth.com(918) 858-2810
Investment Management
Board of Directors
Financial Advisors
David Moore, MPAS®
Partner & Financial Advisor
Partner, Trinity Strategic Wealth
david.moore@trinitystrategicwealth.com(918) 858-2804
Financial Advisors
Board of Directors
Financial Advisors
Derrick Sands, CFP®, CKA®
‍Partner & Financial Advisor
Partner, Trinity Strategic Wealth
derrick.sands@trinitystrategicwealth.com(918) 858-2809
Financial Advisors
Board of Directors
Financial Advisors
Jeremy Lott, CFP®, CEPA®
Partner & Financial Advisor
Partner, Trinity Strategic Wealth
jeremy.lott@trinitystrategicwealth.com(918) 858-2820
Financial Advisors
Board of Directors
Financial Advisors
Dennis Zeimet, CFP®
Partner & Financial Advisor
Partner, Trinity Strategic Wealth
dennis.zeimet@trinitystrategicwealth.com(918) 858-2819
Financial Advisors
Board of Directors
Education and Marketing
Jodi Rahm
VP of Development & Marketing
Vice President of Business Development & Marketing
jodi.rahm@trinitystrategicwealth.com(918) 858-2801
Education and Marketing
Financial Advisors
Allison Fletcher, RFC®
Tulsa & Enid Financial Advisor
Financial Advisor
allison.fletcher@trinitystrategicwealth.com(918) 858-2811
Financial Advisors
Financial Advisors
Ian Kiefer, CFP®
Financial Advisor
Financial Advisor
ian.kiefer@trinitystrategicwealth.com(918) 858-2815
Financial Advisors
Financial Advisors
Andrew Locke, CPA, AIF®
Financial Advisor
Financial Advisor
andrew.locke@trinitystrategicwealth.com(918) 858-2821
Financial Advisors
Executive Assistants
Cindy Barton
Executive Assistant
Executive Assistant to Derrick Sands
cindy.barton@trinitystrategicwealth.com(918) 858-2812
Executive Assistants
Client Service Members
Karig Stoup, CFP®
Client Services Manager
Financial Advisor & Client Services Manager
karig.stoup@trinitystrategicwealth.com(918) 858-2816
Client Service Members
Financial Advisors
Financial Advisors
Jeffrey Small, CFP®
Financial Advisor
Financial Advisor
jeffrey.small@trinitystrategicwealth.com(918) 858-2790
Financial Advisors
Financial Advisors
Caleb Mazzei, M.S. Math
Financial Advisor
Financial Advisor
caleb.mazzei@trinitystrategicwealth.com(918) 858-2808
Financial Advisors
Investment Management
Financial Advisors
Taylor Bennett, MBA
Financial Advisor
Financial Advisor
taylor.bennett@trinitystrategicwealth.com(918) 858-2814
Financial Advisors
Executive Assistants
Jennifer Henry
Executive Assistant
Executive Assistant to Dennis Zeimet
jennifer.l.henry@trinitystrategicwealth.com(918) 858-2818
Executive Assistants
Executive Assistants
Staci Fields
Executive Assistant
Business Development Coordinator to Jeremy Lott
staci.fields@trinitystrategicwealth.com(918) 858-2822
Executive Assistants
Executive Assistants
Anna Vincent
Executive Assistant
Executive Assistant to David Moore
anna.vincent@trinitystrategicwealth.com(918) 858-2813
Executive Assistants
Executive Assistants
Ashlyn Mitchell, FPQP™
Executive Assistant
Executive Assistant to Caleb Mazzei
ashlyn.mitchell@trinitystrategicwealth.com(918) 858-2817
Executive Assistants
Executive Assistants
Emily Eisensmith
Executive Assistant
Executive Assistant to Allison Fletcher
emily.eisensmith@trinitystrategicwealth.com(918) 858-2803
Executive Assistants
Client Service Members
Paige Murphy, FPQP™
Client Services Associate
Client Services Associate
paige.murphy@trinitystrategicwealth.com(918) 858-2806
Client Service Members
Education and Marketing
Lauren Stoup
Marketing Assistant
Marketing Assistant
lauren.stoup@trinitystrategicwealth.com(918) 858-2791
Education and Marketing
Client Service Members
Caroline Kane
Client Services Associate
Client Services Associate
caroline.kane@trinitystrategicwealth.com(918) 858-2805
Client Service Members
Financial Advisors
Carson Chambers
Financial Advisor
Financial Advisor
carson.chambers@trinitystrategicwealth.com(918) 858-2825
Financial Advisors
Financial Advisors
Callum Raymick
Branch Associate
Branch Associate
callum.raymick@trinitystrategicwealth.com(918) 858-2824
Financial Advisors
Client Service Members
Elizabeth Jenkins
Receptionist
Receptionist & Client Services Associate
elizabeth.jenkins@trinitystrategicwealth.com(918) 858-2800
Client Service Members

Location

1375 E. 71st St., Tulsa, OK 74136

Map & Directions

Contact methods

Phone: (918) 492-2150

Toll-Free: (800) 970-9732

Office Hours

08:00 AM - 05:00 PM

Monday - Friday