Mike Mazzei, CFP®, MPAS®
President, Tulsa Wealth Advisors
(918) 858-2802 | email@example.com
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 help them 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 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 currently serves in Governor Kevin Stitt’s administration as the Secretary of Budget.
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.
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Dennis Zeimet, CFP®
(918) 858-2819 | firstname.lastname@example.org
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 | email@example.com
Allison Stong is a Financial Advisor who joined the Tulsa Wealth Advisors team in 2011. She is graduate of Oklahoma State University, with a major in Economics. During her college career, Allison knew she wanted to follow in her father’s footsteps by going into the financial industry. After graduating she received the opportunity to work for one of the top Raymond James firms in Oklahoma.
Allison’s expertise focuses on forming strong financial planning relationships while providing clear and concise strategies to help clients gain confidence for their future. Whether you are a successful business owner, widow or retiree, Allison collaborates with you to build, implement and manage your comprehensive financial plan. With the foresight of knowing that each road map to success never looks the same, Allison enjoys designing a plan that is tailored to each client’s specific needs and wishes in the areas of investment, retirement, business, estate and tax planning.
Currently, she is enrolled at the College for Financial Planning, working towards her CERTIFIED FINANCIAL PLANNER™ designation. Allison and her family reside in South Tulsa. There, they stay busy with the children’s various extracurricular activities and social outings. Her passions include cooking, family time, and giving back to the community. She serves on the board of the Oklahoma Opportunity Project and volunteers for Big Brothers and Big Sisters of Oklahoma.