Tulsa Chapter Luncheon

Event Topic: Tribal Engagement in Local and State Economies

Speaker Name: Mike Mazzei, Former State Senator and Founder/CEO of Trinity Strategic Wealth

Cost: $20 Members $25 Non-members

Please RSVP by COB on April 4.

Questions? Contact Jordan Caldwell at 405-667-1143

Speaker Information: Mike Mazzei, is the Chairman & CEO of Trinity Strategic Wealth. A Certified FinancialPlanner® professional and Master Planner Advanced Studies®, he created The Financial Freedom Process™ to help individuals pursue their lifetime goals and values. Mike’s independent office of Raymond James Financial Services helps clients in 45 states. With over $1.5 Billion in assets under management, the office ranks 16 out of 1,370 offices nationwide. To support the Tulsa community, Trinity Strategic Wealth sponsors multiple organizations like John 3:16 Mission, Restore Hope Ministries, the Fellowship of Christian Athletes, and the Tulsa Boys Home.

A committed public servant, Mike served in the Oklahoma State Senate from 2004 to 2016, representing Senate District 25, and was Chairman of the Senate Finance Committee for 10 years. In December 2018 Mike was appointed the Oklahoma Secretary of Budget by Governor Kevin Stitt, where he served for two years. Mike currently serves on the board of the Oklahoma Police Pension & 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. Mike is a member of Asbury Church. Mike and his wife, Noel, have five grown children: Maria, triplets Caleb, Carissa, and Mykaela; and Jackson.

Host or Publisher Tulsa Chapter