Mike Mazzei, CFP®, MPAS®
Chairman & CEO, Trinity Strategic Wealth™
(918) 858-2802 | mike.mazzei@raymondjames.com
Mike Mazzei, CFP®, MPAS®, is the Chairman & CEO of Trinity Strategic Wealth™. A CERTIFIED FINANCIAL PLANNER™ professional, and MASTER PLANNER ADVANCED STUDIES™, he created The Financial Freedom Process™ to help individuals develop life, financial and investment strategies that enable them to reach greater success, enjoy life to the fullest and leave lasting legacies. Mike also authored and published a book, “Solving Your Financial Planning Puzzle.”
Mike’s independent office of Raymond James Financial Services helps clients in 45 states. With over $1.2 Billion in assets under management, the office ranks 16 out of 1,370 offices nationwide.
A committed public servant, Mike served in the Oklahoma State Senate from 2004 to 2016, and was Chairman of the Senate Finance Committee for 10 years. In December 2018 Mike was appointed the Oklahoma Secretary of Budget by Governor Kevin Stitt, where he served for two years.
Mike earned a Bachelor of Arts in Government & Politics from George Mason University and a Master of Science in Personal Financial Planning from the College for Financial Planning. Mike is a member of Asbury Church. He is a contributor and sponsor of Restore Hope Ministries, John 3:16 Mission, Fellowship of Christian Athletes, The Salvation Army and Tulsa Boys Home. Mike and his wife, Noel, have five children: Maria, triplets Caleb, Carissa, and Mykaela; and Jackson.
Click the icon below to Follow us on Facebook and to Connect with me on LinkedIn!
Mike’s Team
Ashlyn Mitchell, FPQP®
Executive Assistant to Mike Mazzei, CFP®, MPAS®
(918) 858-2817 | ashlyn.mitchell@raymondjames.com
Ashlyn Mitchell, Financial Paraplanner Qualified Professional™, is the Executive Assistant to Mike Mazzei, CFP®, MPAS®. She is from Tulsa, Oklahoma and earned her bachelor’s degree in Marketing and English from Oklahoma State University. She works closely with Mike and his clients to ensure the successful creation and implementation of each individual’s comprehensive financial plan. Ashlyn’s responsibilities range from progress session preparation, relationship management, schedule maintenance and coordination with client services and the entire Mazzei team.
When not working, Ashlyn spends time with her husband, Conor, and their daughter, Olivia. She also likes to read, run, travel, & explore new restaurants throughout Tulsa.
Caleb Mazzei, M.S. Mathematics
Project Analyst
(918) 858-2808 | caleb.mazzei@raymondjames.com
Caleb Mazzei, M.S. Mathematics, is a project analyst at Trinity Strategic Wealth. He works closely with Andy Steinmetz, CFA, MBA, on various projects. He is also excited to learn from Mike Mazzei, CFP®, MPAS®, everything it takes to help clients preserve and grow their wealth.
Caleb earned a B.S. in mathematical finance from Oral Roberts University in 2021 and an M.S. in Mathematics from the University of Oklahoma in 2023.
In Tulsa and Norman, Caleb has been challenged and loved by family, friends, mentors, professors and even his own students/tutees. If not at work, he’s likely with them. Caleb plans to pursue the Chartered Financial Analyst (CFA) designation, so he can further assist Andrew Steinmetz and all the financial advisors at the highest possible level as the company expands.