Trinity Strategic Wealth

Andrew Steinmetz is a CFA® charterholder with 10 years of industry experience. He is currently a Vice President and Chief Investment Advisor at Trinity Strategic Wealth and has previously worked at Raymond James Financial Services Advisors. He also serves as successor trustee for a family trust. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, trusts, and family offices. The firm uses a top-down investment approach based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Dennis Zeimet is a CFP® professional with 22 years of experience in financial advising. He is currently with Trinity Strategic Wealth and has prior experience at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of advising, he is an owner of Millicon Properties, a real estate corporation. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as entities such as family offices and private foundations. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Andrew Locke is a financial advisor at Trinity Strategic Wealth with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Raymond James Financial Services and Tulsa Wealth Advisors. Trinity Strategic Wealth offers personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices, trusts, and private foundations. The firm uses a top-down investment approach based on a six-factor market forecast and employs a range of securities within a wrap fee program.

Derrick Sands is a CFP® with 41 years of experience in the financial services industry. He is currently with Trinity Strategic Wealth and Cabot Lodge Securities LLC, having previously worked at Tulsa Wealth Advisors and Raymond James Financial Services. Outside of his advisory work, Sands is a minority shareholder in Millicon Properties LLC, a non-investment business based in Tulsa. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm employs a top-down investment process focused on global themes and utilizes a broad range of securities within a wrap fee program.

Caleb Mazzei is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Cabot Lodge Securities LLC. Trinity Strategic Wealth provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high-net-worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Jackson Mazzei is a financial advisor with Trinity Strategic Wealth in Tulsa, OK, holding a Series 65 license and over four years of professional experience. His background includes roles at Time to Revive and Texas Capital Securities, as well as positions at Baylor University and Regent Prep School. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and private foundations. The firm employs a top-down investment process focused on global themes and applies both Modern and Post-Modern Portfolio Theory in its portfolio construction.

Jeremy Lott is a CFP® with 25 years of experience in the financial services industry. He is currently with Trinity Strategic Wealth and previously worked at Raymond James Financial Services for over 16 years. Outside of his advisory role, he is a partial owner of Millicon Resolutions, LLC. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and various entities, including high-net-worth clients, family offices, and trusts. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Keith Van Dyke is a CFP® with 31 years of industry experience currently serving at Trinity Strategic Wealth. He previously worked at Raymond James Financial Services Advisors, Inc. for 16 years and has been involved with NSM Enterprises, LLC since 2002. Outside of his advisory role, he is a partner in Millicon Properties, LLC, an office building ownership entity. Trinity Strategic Wealth provides financial planning and investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and applies both Modern and Post-Modern Portfolio Theory in portfolio construction.

Carson Chambers is a financial advisor at Trinity Strategic Wealth with one year of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Tulsa Wealth Advisors. Chambers has also held roles outside of finance, including employment at Amazon and Backyard Depot. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities such as family offices, trusts, and private foundations. The firm employs a top-down investment process based on a six-factor market forecast and utilizes a broad range of securities, including mutual funds, ETFs, equities, and alternative investments.

Karig Stoup is a CFP® with 11 years of industry experience, currently serving at Trinity Strategic Wealth in Tulsa, OK. His prior experience includes roles at Raymond James Financial Services and Tulsa Wealth Advisors. Outside of his advisory work, he is involved with NSM Enterprises, LLC, a property management and building maintenance business. Trinity Strategic Wealth provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and utilizes a broad range of securities within a wrap fee program.

Taylor Bennett is a financial advisor at Trinity Strategic Wealth in Tulsa, OK, with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tulsa Wealth Advisors, Inc., Raymond James Financial Services Advisors, Bank of Oklahoma, and Helmerich & Payne. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals, including high-net-worth clients, as well as entities such as family offices, trusts, estates, and private foundations. The firm uses a top-down investment approach based on a six-factor market forecast and applies both Modern and Post-Modern Portfolio Theory in portfolio construction.

John Moore is a financial advisor at Trinity Strategic Wealth with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, INC and Tulsa Wealth Advisors. Outside of his advisory role, he is involved in real estate ownership through Millicon Properties LLC. Trinity Strategic Wealth provides personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, and qualified retirement plans. The firm’s investment approach is top-down, utilizing a six-factor market forecast and incorporating both Modern and Post-Modern Portfolio Theory in portfolio construction.

Michael Mazzei is a CFP® professional with 35 years of experience in financial advisory roles. He is currently with Trinity Strategic Wealth and has prior experience at Raymond James Financial and in public service as an Oklahoma State Senator. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients and family offices. The firm employs a top-down investment process based on a six-factor market forecast and integrates both Modern and Post-Modern Portfolio Theory in portfolio construction.

Ian Kiefer is a CFP® professional with 16 years of industry experience. He is currently with Trinity Strategic Wealth and has previously worked at Raymond James Financial Services and Tulsa Wealth Advisors. He holds a Series 66 license and is based in Tulsa, OK. Trinity Strategic Wealth offers personalized financial planning and investment advisory services to individuals and entities, including high-net-worth clients, family offices, trusts, and foundations. The firm’s investment approach begins with a top-down market forecast and incorporates Modern and Post-Modern Portfolio Theory, utilizing a broad range of securities and external managers as appropriate.