Amy Hubble, CFP®, CFA®, PhD

About Amy Hubble, CFP®, CFA®, PhD

Dr. Amy Hubble is the founding principal at Radix Financial, an independent Registered Investment Adviser (RIA) firm and Oklahoma LLC.

Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research.

Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations.

Tyler A. Gray, CFP®, CKA®, MBA

About Tyler A. Gray, CFP®, CKA®, MBA

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/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!

Prior to starting SageOak, I worked and consulted with financial advisory firms in Florida and California. I also worked in intercollegiate athletics as a college golf and basketball coach prior to completing my MBA and CFP® certification.

On a more personal note, I live in the Tulsa, OK area with my wife, Laura, who works as a Physician Assistant at a local hospital.

Our growing family includes our energetic two-year-old son, our sweet 9-month-old daughter, a Yorkshire Terrier that thinks he’s a Rottweiler, and a black Pug that thinks she’s a Yorkshire Terrier.

My family and I are very active in our local church and, in my free time, I enjoy golf, exercise, reading, travel, and spending time with friends and family.

If taking care of your family, reaching your goals, and being a good steward of your money is important to you, contact me today to start the complimentary discovery process!

Together, we’ll explore whether or not an advisory relationship with my firm makes sense for you and your family!