Derrick Sands, CFP®, CEPA®
Partner, Trinity Strategic Wealth™
(918) 858-2809 | derrick.sands@raymondjames.com
Derrick began his career in the financial services industry in 1984 after completing his undergraduate education at the University of Tulsa. He is a partner of Trinity Strategic Wealth™, a member of Raymond James Leaders Council, a certified member of Kingdom Advisors, a Certified Exit Planning Advisor and CERTIFIED FINANCIAL PLANNER™ professional.
Using his education and experience, Derrick’s desire is to educate clients with objective information to assist them in choosing the most appropriate tools and strategies designed to achieve their particular life, financial and ministry goals. As a result, many clients have been able to enjoy their retirement, exit their business, and give generously to the charity or ministry they are passionate about.
Derrick has been married to his wife, Carrie since college. They have three married daughters and four grandchildren who help keep them young. Their family is very involved in ministry through their church and participate in various local, as well as foreign, mission projects.
In his time off, Derrick and Carrie enjoy playing golf and traveling to new places. He spends time hunting with his son in laws and anything his girls want to do. His passion is to be a positive influence on those he is privileged to know.
*Membership for Raymond James Leaders Council is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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Derrick’s Team
Cindy Barton
Executive Assistant to Derrick Sands, CFP®
(918) 858-2812 | cindy.barton@raymondjames.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.
Andrew Locke, CPA, AIF®
Financial Advisor
(918) 858-2821 | andrew.locke@raymondjames.com
Andrew Locke, CPA, AIF® is a Raymond James Financial Advisor at Trinity Strategic Wealth™. He is a graduate of Oral Roberts University with a Bachelor’s degree in Accounting. He has over 25 years of accounting and finance experience. Prior to joining the firm in 2008, Andy and his family owned an public accounting practice. Andrew seeks to provide financial and investment services on a personal and business level that exceed expectations utilizing his unique background and experience.
Andrew and his wife, LeighAnne, live in Bixby with their daughter. They are members of Lifechurch and enjoy family, friends, golf, cooking and anything to do with the Rocky Mountains.
Taylor Bennett, MBA
Financial Advisor
(918) 858-2814 | taylor.bennett@raymondjames.com
Taylor Bennett, MBA, is a Financial Advisor who joined Trinity Strategic Wealth™ after spending approximately ten years in banking and finance. Taylor holds a Master of Business Administration degree from Oral Roberts University as well as a Bachelor of Science in Entrepreneurship with a minor in Economics from Oklahoma State University.
Taylor enjoys bringing confidence and clarity to his clients by constructing a detailed plan to address each of their financial goals using specific investment strategies and proven processes. As a member of Kingdom Advisors, Taylor encourages his clients to live debt free, limit risk, and experience the joy of being incredibly generous.
Taylor grew up in Tulsa and now lives in South Tulsa with his wife, Tia and their three children. They are members of Evergreen Church. Taylor and his family enjoy traveling and consider Destin, FL their home away from home. They love watching college football, spending quality time with friends, and exercising.