Team Directory
- Allison Fletcher, RFC®
- Financial Advisor
- allison.fletcher@raymondjames.com
- (918) 858-2811
- Andrew Locke, CPA, AIF®
- Financial Advisor
- andrew.locke@raymondjames.com
- (918) 858-2821
- Andrew Steinmetz, CFA, MBA
- Vice President & Chief Investment Officer, Trinity Strategic Wealth™
- andrew.steinmetz@raymondjames.com
- (918) 858-2810
- Anna Vincent
- Executive Assistant to David Moore
- anna.vincent@raymondjames.com
- (918) 858-2813
- Ashlyn Mitchell, FPQP®
- Executive Assistant to Mike Mazzei
- ashlyn.mitchell@raymondjames.com
- (918) 858-2817
- Caleb Mazzei, M.S. Mathematics
- Project Analyst
- caleb.mazzei@raymondjames.com
- (918) 858-2808
- Caroline Kane
- Client Services Associate
- caroline.kane@raymondjames.com
- (918) 858-2805
- Cindy Barton
- Executive Assistant to Derrick Sands
- cindy.barton@raymondjames.com
- (918) 858-2812
- David Moore, MPAS®, RFC®
- Partner, Trinity Strategic Wealth™
- david.moore@raymondjames.com
- (918) 858-2804
- Dennis Zeimet, CFP®
- Partner, Trinity Strategic Wealth™
- dennis.zeimet@raymondjames.com
- (918) 858-2819
- Derrick Sands, CFP®, CEPA®
- Partner, Trinity Strategic Wealth™
- derrick.sands@raymondjames.com
- (918) 858-2809
- Emily Eisensmith
- Executive Assistant to Allison Fletcher, RFC
- emily.eisensmith@raymondjames.com
- (918) 858-2803
- Ian Kiefer, CFP®
- Financial Advisor
- ian.kiefer@raymondjames.com
- (918) 858-2815
- Jeffrey Small, CFP®
- Financial Advisor
- jeffrey.small@raymondjames.com
- (918) 858-2790
- Jennifer Henry
- Executive Assistant to Dennis Zeimet
- jennifer.l.henry@raymondjames.com
- (918) 858-2818
- Jeremy Lott, CFP®, CEPA®
- Partner, Trinity Strategic Wealth™
- jeremy.lott@raymondjames.com
- (918) 858-2820
- Jodi Rahm
- Vice President of Business Development & Marketing
- jodi.rahm@raymondjames.com
- (918) 858-2801
- Karig Stoup, CFP®
- Client Services Manager
- karig.stoup@raymondjames.com
- (918) 858-2816
- Keith Van Dyke, CFP®
- President & Chief Operating Officer, Trinity Strategic Wealth™
- keith.vandyke@raymondjames.com
- (918) 858-2807
- Lauren Stoup
- Marketing Assistant & Client Services Associate
- lauren.stoup@raymondjames.com
- (918) 858-2791
- Mike Mazzei, CFP®, MPAS®
- Chairman & CEO, Trinity Strategic Wealth™
- mike.mazzei@raymondjames.com
- (918) 858-2802
- Paige Murphy
- Client Services Associate
- paige.murphy@raymondjames.com
- (918) 858-2806
- Staci Fields
- Business Development Coordinator for Jeremy Lott
- staci.fields@raymondjames.com
- (918) 858-2822
- Taylor Bennett, MBA
- Financial Advisor
- taylor.bennett@raymondjames.com
- (918) 858-2814