Mike Mazzei, CFP®, MPAS®
(918) 858-2802 | firstname.lastname@example.org
Mike Mazzei, CFP®, MPAS®, is the President of Tulsa Wealth Advisors. A CERTIFIED FINANCIAL PLANNER professional, and MASTER PLANNER ADVANCED STUDIES, he created The Financial Freedom Process™ to help individuals leverage their wealth in order to achieve their lifetime visions. He enjoys helping retirees and entrepreneurs develop comprehensive life, financial and investment strategies that enable them to reach greater success, enjoy life to the fullest and leave lasting legacies.
In 2013 Mike authored and published his book, “Solving Your Financial Planning Puzzle.” Mike was ranked #4 in the state of Oklahoma, and #3 in Tulsa, for Barron’s 2017 list of top advisors in the country. He has been named to Barron’s Top Advisor list every year since 2010. Mike served in the Oklahoma State Senate from 2004 to 2016, representing Senate District 25, and was Chairman of the Senate Finance Committee for 10 years. He is also a member of Financial Planners Association, Kiwanis Club of Tulsa, and serves on the board of directors for The Salvation Army.
Mike earned a Bachelor of Arts from George Mason University and a Master of Science in Personal Financial Planning from the College for Financial Planning. He and his wife, Noel, have five children: Maria, triplets Caleb, Carissa, and Mykaela; and Jackson. The Mazzei family belongs to Asbury United Methodist Church in Tulsa.
Dennis Zeimet, CFP®
(918) 858-2819 | email@example.com
Dennis Zeimet, CERTIFIED FINANCIAL PLANNER™ professional, is a Partner who joined Tulsa Wealth Advisors in 2002. He is a graduate of Oklahoma State University with a Bachelor’s degree in Finance and a minor in Economics. He also holds a Financial Planning Certificate from Kaplan University School of Continuing and Professional Studies.
Dennis works with clients to develop and implement long-term financial strategies relating to retirement, investment, insurance and other client-centered needs. He also teaches several educational workshops each year on a variety of financial and investment topics.
He serves on the advisory board of Fellowship of Christian Athletes for Northeast Oklahoma and is a member of the Financial Planning Association (FPA®) of Tulsa.
Dennis and his wife, Lindsey, are members of the First Baptist Church of Broken Arrow. They have two children, Charter & Peyton. Dennis enjoys coaching his kids’ sports teams, spending time outdoors and watching OSU sporting events.
(918) 858-2811 | firstname.lastname@example.org
Allison Griffith is a Financial Advisor who joined the Tulsa Wealth Advisors team in 2011. She works with clients to build strong financial planning relationships and provide confidence for their lifetime goals and future. Allison collaborates with each individual to help build, implement, and manage comprehensive financial plans tailored to the client’s specific needs. These individuals range from successful business owners to entrepreneurs, widows and retirees.
Allison is a graduate of Oklahoma State University, with a major in Economics. She serves on the board of the Oklahoma Opportunity Project.
Allison and her children – Drayden, Addalee, and Emory, reside in Mannford, Oklahoma and attend Lakeside Baptist Church. Living so close to Lake Keystone, her and her children enjoy a variety of outdoor recreational activities. Her passions include family, giving back to the community and helping Oklahoma become a better place for our future generations.