Trinity Strategic Wealth Employee Directory

Trinity Strategic Wealth corporate office is located in 1375 E 71st St, Tulsa, Oklahoma, 74136, United States and has 11-50 employees.

trinity strategic wealth

Employees by Department

Departments

Number of employees

Finance

C-Suite

Operations

Sales

Marketing

Trinity Strategic Wealth CEO

Michael MazzeiChairman & Chief Executive Officer

Phone

See Profile

Key Employees of Trinity Strategic Wealth

Keith Van Dyke
President & Chief Operating Officer
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Trinity Strategic Wealth Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Trinity Strategic Wealth

Hundreds of professionals searching for Trinity Strategic Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AS
Andrew Steinmetz
Email Direct
Partner, Vice President and Chief Investment Officer
United States , Oklahoma , Tulsa

MM
Michael Mazzei
Email Direct
Chairman & Chief Executive Officer
United States , Oklahoma , Tulsa

JR
Jodi Rahm
Email Direct
Vice President, Business Development & Marketing
United States , Oklahoma , Tulsa

KS
Karig Stoup
Email Direct
Certified Financial Planner & Professional & Manager, Client Services
United States , Oklahoma , Tulsa

Keith Van Dyke
Email Direct
President & Chief Operating Officer
United States , Oklahoma , Tulsa

DS
Derrick Sands
Email Direct
Certified Financial
United States , Oklahoma , Tulsa

LS
Lauren Stoup
Email Direct
Marketing Assistant & Client Services Associate
United States , Oklahoma , Tulsa

DZ
Dennis Zeimet
Email Direct
Certified Financial Planner
United States , Oklahoma , Tulsa

AS
Allison Stong
Email Direct
Financial Advisor
United States , Oklahoma , Tulsa

IK
Ian Kiefer
Email Direct
Certified Financial Planner & Professional
United States , Oklahoma , Tulsa

CR
Callum Raymick
Email Direct
Branch Associate
United States , Oklahoma , Tulsa

TB
Taylor Bennett
Email Direct
Financial Advisor
United States , Oklahoma , Tulsa

EE
Emily Eisensmith
Email Direct
Executive Assistant & Client Service Associate
United States , Oklahoma , Tulsa

JS
Jeffrey Small
Email Direct
Certified Financial Planner
United States , Oklahoma , Tulsa

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Frequently Asked Questions Regarding Trinity Strategic Wealth Employees

How many employees does Trinity Strategic Wealth have?

Trinity Strategic Wealth has 11-50 employees

Who is the CEO of Trinity Strategic Wealth?

Trinity Strategic Wealth’s CEO is Michael Mazzei

Who are Trinity Strategic Wealth key employees?

Some of Trinity Strategic Wealth key employees are Keith Van Dyke

Where is Trinity Strategic Wealth located?

Trinity Strategic Wealth’s headquarters are located at 1375 E 71st St, Tulsa, Oklahoma, 74136, United States

How do I contact Trinity Strategic Wealth?

Trinity Strategic Wealth Contact Info: Phone number: (918) 492-2150 Website: www.trinitystrategicwealth.com

What does Trinity Strategic Wealth do?

Trinity Strategic Wealth is dedicated to helping clients achieve their life and financial goals with clarity and confidence, focusing on building a lasting legacy. They offer a range of services including asset management, educational workshops, and a unique Financial Freedom Process tailored to individual needs. Their primary clients include retir... Read More

Is Trinity Strategic Wealth a public company?

Trinity Strategic Wealth is private company therefore does not currently have an official ticker symbol

See more information about Trinity Strategic Wealth Employees