Tyler A. Gray, CFP®, AIF®, CKA®
Founder & Principal Financial Advisor
At SageOak, I help clients free up time to focus on the things that really matter in life, such as faith, family, and friends.
While I serve a variety of clients, the folks who typically find my services the most valuable are working professionals, business owners, and near or current retirees who’d like to delegate the stress and headache that usually come with managing their own investments and financial planning needs.
My clients know what it feels like to experience the peace that comes from having an expert and friend walk alongside them to provide timeless financial wisdom, through every stage of life!
Although SageOak Financial, LLC opened in January 2013, I’ve been helping people with their personal finances for almost a decade!
I’m a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® Designee, Certified Kingdom Advisor®, NAPFA-Registered Financial Advisor, and former President of the Financial Planning Association of Tulsa.
My formal education includes a Financial Planning Certificate from Northwestern University (Evanston, IL), Master of Business Administration (MBA) degree from Oklahoma State University (Stillwater, OK), and a Bachelor of Science degree from Indiana University-Purdue University of Indianapolis (Indianapolis, IN).
I currently work with clients both in person and virtually from around the country, and before starting SageOak, I worked remotely with financial advisory firms in Florida and California.
On a more personal note, I grew up in a small town in northeastern Indiana and attended college in Indianapolis.
Prior to entering the financial services industry, I worked in intercollegiate athletics as a college golf and basketball coach at a small college in Kansas.
I currently live in the Tulsa, OK area with my wife, who works as a Physician Assistant at a local hospital.
We lost our first child in a miscarriage, but in the last several years, God has blessed us with an adorable little boy and two sweet baby girls.
In our community, I recently served on the board of directors for Happy Hands Education Center, a local Christian school for children ranging in age from birth to 6 years old who are deaf, hard of hearing, or have other communication disorders.
My family and I are also very active in our local church and, in my free time, I enjoy golf, exercise, reading, and travel.
If taking care of your family, freeing up time, and being a good steward is important to you, contact me to start the complimentary discovery process!
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