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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Executive Assistant to Mike Mazzei, CFP®, MPAS®
(918) 858-2805 | firstname.lastname@example.org
Nicole Jacobson began her career in the financial services industry in 2012 after completing her Family and Consumer Finance courses at Cameron University in Lawton, Oklahoma. She joined the Tulsa Wealth Advisors Team in 2014. Working her way through promotions, Nicole is now the Executive Assistant to Mike Mazzei, CFP®, MPAS®. She works closely with Mike and his clients to ensure the successful creation and implementation of each individual’s comprehensive financial plan.
Nicole’s responsibilities range from client appointment preparation, relationship management, schedule maintenance and coordination with client services and the entire Mazzei team.
Currently, Nicole and her husband Aaron reside in South Tulsa with their two sons James and William, along with their two dogs Smokey and Thor. They enjoy doing outdoor activities and movies as a family. Her passions include dance aerobics, coaching youth sports and making lasting impressions.
(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 especially enjoys volunteering for Big Brothers and Big Sisters of Oklahoma.