Caleb Mazzei, M.S. Mathematics, is a Financial Advisor at Trinity Strategic Wealth. In coordination with Andy Steinmetz, CFA, MBA, and Keith Van Dyke, CFP®, Caleb works with new, and some of our longest held client relationships. He also works closely with Andy Steinmetz on various investment management projects.

In Tulsa and Norman, Caleb continues to feel challenged and loved by family, friends, mentors, professors, churchmen, and even his former students and clients.

If not at work, he’s likely with them, or reading theology in his spare time. Caleb is currently enjoying the year of Jubilee as a time to rest from the pursuit of additional designations. In January 2026, he plans to pursue the Chartered Financial Analyst (CFA) designation to help his clients and colleagues at the highest possible level as the company expands.