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.
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.
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
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
FINANCIAL ADVISORS - Enid
Allison Fletcher, RFC®
allison.fletcher@raymondjames.com
(918) 858-2811
FINANCIAL ADVISORS - Ponca City

Shaun Searle, Ponca City Branch Manager
shaun.searle@raymondjames.com
(580) 767-7700
Click here to learn more about the Harbor Wealth Management team

Brett Biddinger
brett.biddinger@raymondjames.com
(580) 767-7700
Click here to learn more about the Harbor Wealth Management team
Investment Management
Andrew Steinmetz, CFA, MBA
andrew.steinmetz@raymondjames.com
918-858-2810
Client Services
Karig Stoup, CFP®
karig.stoup@raymondjames.com
(918) 858-2816
Nicole Jacobson
nicole.jacobson@raymondjames.com
(918) 858-2805
Emily Staton
emily.staton@raymondjames.com
(918) 858-2800
Paige Murphy
paige.murphy@raymondjames.com
(918) 858-2806
Education & Marketing
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