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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.

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