About Us

Who we are

At Trinity Strategic Wealth, our core values – integrity, excellence, and teamwork – guide everything we do. We are committed to providing trusted leadership, meaningful relationships, and creative solutions that help you thrive in an ever-changing world.

Branch Managers

Our team strives to create a welcome, comfortable atmosphere while treating everyone with respect and professionalism.

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Client Services

Our Client Services department is dedicated to efficiently addressing your questions and resolving account maintenance needs.

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Financial Advisors

Our team includes a group of informed financial advisors with decades of experience who will work with you to design and manage your personal Financial Freedom Process^TM.

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Education and Marketing

Our Education division keeps you informed with quarterly workshops, personalized and timely newsletters and various other communication materials.

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Investment Management

Our Investment Management team collaborates with financial advisors on current market research, trend analysis and product placement.

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Executive Assistants

We have an extensive support staff committed to ensuring your experience is beyond satisfactory.

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Community

Community Service

In 2020, in the midst of the COVID-19 pandemic, and with the help of our generous clients, children and families all over Tulsa and surrounding areas were blessed through our annual Christmas Toy Drive. Trinity Strategic Wealth™ was honored to send donations to these exceptional organizations: Salvation Army, Restore Hope Ministries, Child Abuse Network, John 3:16 Mission, Family & Children Services, The Little Light House and Emergency Infant Services.

Thank you clients!