Tyler Gray

Critic
DISC Type : C

Managing Director & Financial Advisor at SageOak Financial, LLC

Tulsa, Oklahoma, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Retirement Strategies
He frequently advises near-retirees and contributes expert commentary to publications like Kiplinger's and U. S. News & World Report on retirement topics.

Media Appearances

YouTube video featuring Tyler Gray (Managing Director & Financial Advisor, SageOak Financial, LLC). Featured in YouTube

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SageOak Financial, LLC - Certified Kingdom Advisor. Featured in FaithFi

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Work History

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

Education

2009 - 2012
Master of Business Administration (M.B.A.) from Oklahoma State University
2011 - 2012
Financial Planning Certificate from Northwestern University

More Information

Social Presence :

Prographics :

Exp : 17 Location : Tulsa, Oklahoma, United States Job Level : Mid-senior Designation : Managing Director & Financial Advisor at SageOak Financial, LLC
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Insights For Selling To Tyler

During A Call Or A Meeting

DO's

  • Leverage facts and figures wherever possible; use percentages, numbers etc.
  • Be formal and objective, they will appreciate it more
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Make extra effort to not seem pushy or confrontational
  • Do not use very emotional or colorful language

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Tyler is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Tyler

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Tyler move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Tyler take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Tyler

Personality Compatibility


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