KEY TEAM LEADERS
MIKE MAZZEI , CFP ® , MPAS ® , PRESIDENT
Mike Mazzei, CFP ® , MPAS ® , is the President of T rinity Strategic Wealth ™ . A CERTIFIED FINANCIAL PLANNER ™ professional, and MASTER PLANNER ADVANCED STUDIES SM , he created The Financial Freedom Process ™ to help individuals develop comprehensive life, financial and investment strategies that enable them to reach greater success, enjoy life to the fullest and leave lasting legacies. 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. 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 also served the people of Oklahoma as the Secretary of Budget from 2018-2020. Mike is a board member for the Oklahoma Police Pension and Retirement System.
KEITH VAN DYKE , CFP ® , C HIEF OPERATING OFFICER
Keith Van Dyke , CERTIFIED FINANCIAL PLANNER™, is a Partner & the Chief Operating Officer of T rinity Strategic Wealth ™ . He supervises all administrative service support, financial advisor activities and serves as the branch’s financial controller. With an emphasis on education and service, Kei th provides personalized investment alternatives to individuals for their retirement, Investment, tax and estate planning needs. Keith has a finance degree from Notheastern State University and earned a master’s degree in business administration from the University of Tulsa. He is also a graduate of the College for Financial Planning. Keith is active with Restore Hope Ministries and Junior Achievement of Oklahoma. Andy Steinmetz, CFA, MBA, is the Ch ie f Investment Officer and leader of the Investment Management Committee (IMC) at Trinity Strategic Wealth ™ . Andy began as a Financial Advisor in 2015 and received his Chartered Financial Analyst (CFA) designation in 2019. Andy’s primary responsibilities include developing portfolio strategy based on his on-going analysis of all aspects of the economy and the markets . Andy directs the models for the asset allocation process designed to help clients develop and implement a diversified, proactive investment stratgy. Portfolio models are customized for each client based on income, conservative, moderate or growth objectives. Andy holds a Master of Business Administration degree in Finance from Oklahoma Wesleyan University along with a Bachelor of Business Administration degree in Finance from the University of Central Arkansas. ANDREW STEINMETZ, C FA , MBA, CHIEF INVESTMENT OFFICER JODI RAHM , V ICE P RESIDENT of BUSINESS DEVELOPMENT & MARKETING Jodi Rahm is the Vice President of Business Development & Marketing at Trinity Strategic Wealth ™ . She coordinates quarterly educational workshops, client appreciation events and other public activities. Jodi is responsible for all forms of marketing and client communications, including newsletters, flyers, brochures and website updates for the company . She works closely with our team of financial advisors to build client relationships, cultivate communtiy relations and create new buisiness opportunities for the firm. Jodi has been in the financial services industry for over 2 0 years and is a veteran of the U.S. Navy. She serves as the leader of our Charitable Giving Team, working with a variety of charitable organizations throughout Tulsa and surrounding areas, creating opportunites for us to give back and be of service to others . KARIG STOUP, CFP ® , CLIENT SERVICES MANAGER Karig Stoup , CERTIFIED FINANCIAL PLANNER™ professional, is the Client Services Manager at T riniy Strategic Wealth ™ . Karig joined our team in 2013. He is a graduate of Oklahoma State University with a Bachelor's degree in Finance and a minor in Accounting. He also holds a Certificate in Financial Planning from Pepperdine Graziadio Business School. Karig manages the Client Services Department where he coordinates directly with financial advisors and clients , as well as oversees a team of Client Services Associates to ensure clients receive the highest standard of service possible. He strives to develop and implement client service strategies that create efficiency and provide a positive experience for all clients.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. T rinity Strategic Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services . Raymond James does not endorse the book “Solving your Financial Planning Puzzle”. The Financial Freedom Process is not endorsed by or affiliated with Raymond James Asset, discretionary, and portfolio management services are offered through Raymond James Financial Services, Inc.
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