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.

• Branch Managers
• Financial Advisors
• Investment Management
• Client Service Members
• Education and Marketing
• Executive Assistants

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

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

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

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

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

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

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

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

Click here to learn more about the Harbor Wealth Management team

Nicole Jacobson
nicole.jacobson@raymondjames.com
(918) 858-2805

Emily Staton
emily.staton@raymondjames.com
(918) 858-2800

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

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

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

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