Tyler Gray (AIF®, CFP®, CKA®, MBA)

Tyler Gray focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- College/Education Planning
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
Planning Specialties
At SageOak, we help you free up time to focus on the things that really matter in life, such as faith, family, and friends.
While we serve a variety of clients, the folks who typically find our services the most valuable are working professionals, business owners, and near/current retirees who'd like to delegate the stress and headache that usually come with managing their own investments and financial planning needs.
Our 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!
If taking care of your family, reaching your goals, and being a good steward of your money is important to you, click here to schedule a complimentary initial phone call today!
Additional Information
I grew up in a small town in northeastern Indiana and attended college in Indianapolis.
Before entering the financial services industry, I worked briefly in intercollegiate athletics as a college golf and basketball coach at a small Christian college in Kansas.
I currently live in the Tulsa, OK area with my wife, who works part-time as a Physician Assistant. We’ve lost two children in miscarriages over the years, but God has also blessed our family with a rambunctious boy, four sweet girls, and an energetic Cavapoo named Hoosier!
In our community, I currently serve on the board of directors for Classically Formed Inc., which operates Tulsa Classical Academy, Oklahoma’s first public tuition-free classical charter school.
I previously served on the board of directors for Happy Hands Education Center, a local Christian school for children from birth to age 6 who are deaf, hard of hearing, or have other communication disorders.
I have also volunteered with various other local ministries and non-profits over the years, and my family and I are very active in our local church, Grace & Peace (PCA), where I serve as an ordained elder.
For fun, I enjoy playing an occasional round of golf, staying physically active, reading good books, traveling to new places, and enjoying the craziness of raising five kids and a dog!
NAPFA Start Date
October 20, 2011