Dennis Zeimet, CFP®
Partner, Tulsa Wealth Advisors
(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 was once again recognized by Forbes as one of the “Best In State Next-Generation Advisors” for 2019.
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.
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SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. For more information see www.SHOOKresearch.com. Data provided by SHOOKTM Research, LLC as of 3/31/2019.
Executive Assistant to Dennis Zeimet, CFP®
(918) 858-2818 | firstname.lastname@example.org
Jennifer Henry joined us in early 2011. She is the Executive Assistant to Dennis Zeimet, CFP®. She coordinates his calendar, assists with daily activities, client service requests, and prepares reports for ongoing client progress sessions. She has a Bachelor of Arts Degree in Social Science from Kansas State University.
Jennifer is an active member at Battle Creek Church and resides in Broken Arrow. She enjoys spending time with her husband Joe, and son Jake, as well as, shopping, traveling, running, and riding motorcycles.