Who We Are

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™.
In addition to your financial advisor, your team includes an Investment Executive who collaborates with financial advisors on current market research, trend analysis and product placement; a Client Services department dedicated to efficiently addressing your questions and resolving account maintenance needs; an education division that keeps clients informed with quarterly workshops, personalized and timely newsletters and various other communication materials; and an extensive support staff committed to ensuring your experience – on the phone, in the office or through mail – is beyond satisfactory.

Click to view alphabetical team directory.

Meet our team members using the links below.

Your Trinity Strategic Wealth™ team strives to create a welcome, comfortable atmosphere while treating you with respect and professionalism.

Branch Managers

Mike Mazzei, CFP®, MPAS®
mike.mazzei@raymondjames.com
(918) 858-2802

Keith Van Dyke, CFP®, MBA
keith.vandyke@raymondjames.com
(918) 858-2807

Financial Advisors - Tulsa

Mike Mazzei, CFP®, MPAS®
mike.mazzei@raymondjames.com
(918) 858-2802

David Moore, MPAS®, RFC
david.moore@raymondjames.com
(918) 858-2804

Derrick Sands, CFP®, CEPA®
derrick.sands@raymondjames.com
(918) 858-2809

Jeremy Lott, CFP®, CEPA®
jeremy.lott@raymondjames.com
(918) 858-2820

Dennis Zeimet, CFP®
dennis.zeimet@raymondjames.com
(918) 858-2819

Allison Fletcher, RFC®
allison.fletcher@raymondjames.com
(918) 858-2811

Andrew Locke, CPA, AIF®
andrew.locke@raymondjames.com
(918) 858-2821

Ian Kiefer, CFP®
ian.kiefer@raymondjames.com
(918) 858-2815

Jeffrey Small, CFP®
jeffrey.small@raymondjames.com
(918) 858-2790

Taylor Bennett, MBA
taylor.bennett@raymondjames.com
(918) 858-2814

Karig Stoup, CFP®
karig.stoup@raymondjames.com
(918) 858-2816

Caleb Mazzei, M.S. Mathematics
caleb.mazzei@raymondjames.com
918-858-2808

FINANCIAL ADVISORS - Enid

Allison Fletcher, RFC®, Enid Division Director
allison.fletcher@raymondjames.com
(918) 858-2811

FINANCIAL ADVISORS - Ponca City

Shaun Searle, Branch Manager, Ponca City 
shaun.searle@raymondjames.com
(580) 767-7700

Click here to learn more about the Harbor Wealth Management team

Brett Biddinger, Financial Advisor
brett.biddinger@raymondjames.com
(580) 767-7700

Click here to learn more about the Harbor Wealth Management team

FINANCIAL ADVISORS - TEXAS

Kate Finley, CPWA® CRPC™, Texas Division Director  
kate.finley@raymondjames.com
(469)795-7934

Click here to learn more about our Dallas, Texas Division

Investment Management

Andrew Steinmetz, CFA, MBA
andrew.steinmetz@raymondjames.com
918-858-2810

Caleb Mazzei, M.S. Mathematics
caleb.mazzei@raymondjames.com
918-858-2808

Client Services

Karig Stoup, CFP®
karig.stoup@raymondjames.com
(918) 858-2816

Caroline Kane
caroline.kane@raymondjames.com
(918) 858-2805

Paige Murphy, FPQP®
paige.murphy@raymondjames.com
(918) 858-2806

Education & Marketing

Jodi Rahm
jodi.rahm@raymondjames.com
(918) 858-2801

 

 

 

Lauren Stoup
lauren.stoup@raymondjames.com
(918) 858-2791

 

 

 

Executive Assistants

Cindy Barton
cindy.barton@raymondjames.com(918) 858-2812

Jennifer Henry
jennifer.l.henry@raymondjames.com(918) 858-2818

Staci Fields
staci.fields@raymondjames.com(918) 858-2822

Anna Vincent
anna.vincent@raymondjames.com
(918) 858-2813

Ashlyn Mitchell, FPQP®
ashlyn.mitchell@raymondjames.com(918) 858-2817

Emily Eisensmith
emily.eisensmith@raymondjames.com(918) 858-2803