™ T R I N I T Y STRATEGIC WEALTH
MIKE MAZZEI , CFP ® , MPAS ® , PRESIDENT
Mike Mazzei, CFP®, MPAS®, is the President of Trinity Strategic Wealth™. 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, and was Chairman of the Senate Finance Committee for 10 years. He served as the Secretary of Budget from 2018 – 2020. He is a board member for the Oklahoma Police Pension and Retirement System. 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. He and his wife, Noel, have five children: Maria, triplets Caleb, Carissa, and Mykae l a, and Jackson. They belong to Asbury Church in Tulsa. Andy Steinmetz, CFA, MBA, is the Chief Investment Officer at Trinity Strategic Wealth™. He began as a Financial Advisor in 2015 and is now leading the Investment Management Committee for Trinity Strategic Wealth. Andy is primarily responsible for developing investment strategies based on his on-going analysis of all aspects of the economy and the markets. He works closely with Mike Mazzei, and the advisors with analysis and recommendations for their client portfolios. He also oversees the due diligence process for all potential strategy investments. Andy directs the investment strategies for the asset allocation process designed to help clients develop and implement a diversified, proactive investment strategy. Investment strategies are customized for each client based on income, conservative, moderate or growth objectives. Andy holds a n MBA in Finance from Oklahoma Wesleyan University along with a Bachelor degree in Finance from the University of Central Arkansas. He received his Chartered Financial Analyst designation in 2019. Andy and his wife, Hailey, have two sons, Brooks and Haynes, and l they ive in Cl a remore.
ANDREW STEINMETZ , CFA, MBA, CHIEF INVESTMENT OFFICER
ASHLYN MITCHELL , FPQP , EXECUTIVE ASSISTANT
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 dogs. She likes to read, run, travel, & explore new restaurants throughout Tulsa.
CALEB MAZZEI , M.S. MATHEMATICS, PROJECT ANALYST
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.
1375 E. 71st Street | Tulsa , OK | 7 4136 | 918 . 492 . 2190 www.trinitystrategicwealth.com
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Trinity Strategic Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services
Made with FlippingBook - Share PDF online