Tyler Gray in

Tyler Gray

Critic · DISC type C
Managing Director & Financial Advisor at SageOak Financial, LLC
📍 Tulsa, Oklahoma, United States

Tyler Gray is the Managing Director and a Financial Advisor at SageOak Financial, LLC in Tulsa, OK. He holds CFP®, AIF®, and CKA® designations, along with an MBA from Oklahoma State University. Tyler specializes in providing financial planning and investment management, often integrating faith-based principles for his clients, who include professionals, business owners, and retirees.

Outside of work, Tyler is very active in his local church, where he serves as an ordained elder. A former college golf and basketball coach, he enjoys playing golf, reading, and traveling. He and his wife are raising five children in the Tulsa area and are passionate about supporting classical education and local non-profits.

Before entering the financial services industry, Tyler worked as a college golf and basketball coach.

Read the full overview →
Experience
17 Years
Current Role
Managing Director & Financial Advisor
Job Level
Mid-senior
Location
Tulsa, Oklahoma, United States
Personality Overview

How Tyler shows up

Information Seeker
Negotiator
ROI Driven

They choose to analyze logically and value facts to emotions. They don’t appreciate bells and whistles unless backed by data. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Tyler cares about

Faith-Based Finance
His professional approach is rooted in helping clients be good stewards of their money, and he holds a Certified Kingdom Advisor® designation.
Financial Planning
As a CERTIFIED FINANCIAL PLANNER™ professional, he focuses on providing comprehensive financial planning and wealth management services to his clients.
+5 more topics Login to view topics
Career

Work history

10-2012
Managing Director & Financial Advisor
SageOak Financial, LLC
5-2012 - 8-2012
Financial Advisory Intern
Macke Financial Advisory Group
1-2012 - 3-2012
Financial Advisory Intern
Ulivi Wealth Management
8-2009 - 7-2012
MBA Graduate Student
Oklahoma State University
8-2008 - 6-2009
College Golf Coach
Sterling College
In the press

Media appearances

YouTube video featuring Tyler Gray (Managing Director & Financial Advisor, SageOak Financial, LLC). Featured in YouTube
See now
SageOak Financial, LLC - Certified Kingdom Advisor. Featured in FaithFi
+1 more appearances Login to view media
Education
2009 - 2012
Master of Business Administration (M.B.A.)
Oklahoma State University
2011 - 2012
Financial Planning Certificate
Northwestern University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Tyler. Free, 10 seconds.