Derrick Sands, CFP®
(918) 858-2809 | email@example.com
Derrick Sands began his career in the financial services industry in 1984 after completing his undergraduate education at the University of Tulsa. He joined Raymond James in 1998. Derrick is a member of Raymond James Leader’s Council and a certified member of Kingdom Advisors.
As a CERTIFIED FINANCIAL PLANNER™, Derrick works with individual, corporate and ministry clients, seeking to provide personalized financial solutions to meet each client’s specific planning needs. Using the systematic planning and asset management processes developed in the Tulsa office, Derrick educates clients with objective information to assist them in choosing the most appropriate tools and strategies to achieve their particular life, financial and ministry goals.
Derrick has been married to his wife Carrie since college. They have three daughters and one grandson. Derrick and his family are very involved in ministry through their church and participate in various local, as well as foreign, mission projects. He enjoys running, biking and golf for recreation.
*Leaders Council membership is based on prior fiscal year production. Requalification is required annually.
Andrew Locke, CPA
(918) 858-2821 | firstname.lastname@example.org
Andrew Locke, CPA, is a Raymond James Financial Advisor at Tulsa Wealth Advisors. He is a graduate of Oral Roberts University with a Bachelor’s degree in Accounting. He has over ten years of accounting and finance experience. Andrew seeks to provide financial and investment services on a personal and business level that exceed expectations.
Andrew and his wife, LeighAnne, live in Bixby with their daughter. They are members of Grace Church in Broken Arrow and enjoy family, friends, sports and cooking.
Executive Assistant to Derrick Sands
(918) 858-2813 | email@example.com
Cindy Barton began her career in the financial services industry in 2001 after completing her undergraduate degree in Finance at Oklahoma State University. She joined our team in 2013 as the Executive Assistant to Derrick Sands, CFP.
Some of her daily responsibilities include preparation of reports, relationship management, marketing campaigns, schedule maintenance and coordinating with client services.
Cindy enjoys spending time with her family and friends. She likes reading, fitness activities, sporting events, music and cooking.