Council Oak Wealth Advisors

Alexandra Day is a financial advisor at Council Oak Wealth Advisors in Tulsa, OK. She holds a Series 65 designation and has one year of experience in the advisory industry. Prior to joining Council Oak Wealth Advisors, she worked in the wine and spirits industry for over a decade. Council Oak Wealth Advisors serves individuals, retirement plans, charitable organizations, and business entities by providing portfolio management and financial planning services. The firm uses a variety of investment strategies, including fundamental and technical analysis, modern portfolio theory, and option strategies, and offers tailored and model portfolios with ongoing monitoring and rebalancing.

James Diacon is a financial advisor with Council Oak Wealth Advisors in Tulsa, OK, holding the CFP® and ChFC® designations and possessing 38 years of industry experience. Prior to joining Council Oak Wealth Advisors in 2018, he worked at UBS Financial Services Inc for nine years. Council Oak Wealth Advisors provides advisory services to individuals, retirement plans, charitable organizations, and business entities, offering portfolio management, financial planning, and consulting. The firm utilizes a range of investment strategies including fundamental and technical analysis, modern portfolio theory, and option strategies, with tailored and model portfolios under ongoing review.

Nathan Lovelle is a CFA® charterholder with 27 years of experience in the financial services industry. He has worked at Council Oak Wealth Advisors since 2018 and previously spent nine years at UBS Financial Services Inc. He has also served as an advisor to the Dean of the Business School at the University of Tulsa. Council Oak Wealth Advisors provides advisory services to individuals, retirement plans, charitable organizations, and business entities, offering tailored portfolio management, financial planning, and consulting. The firm employs a range of investment strategies including fundamental and technical analysis, option strategies, and model portfolios, and may use leverage in certain accounts.

Daniel Beutel is a CFP® with six years of industry experience, currently serving as an advisor at Council Oak Wealth Advisors since 2019. Prior to joining Council Oak, he worked at the Oklahoma Heart Institute from 2015 to 2022. He holds the Series 65 registration. Council Oak Wealth Advisors provides portfolio management and financial planning services to individuals, retirement plans, charitable organizations, and business entities. The firm uses a range of investment strategies including fundamental and technical analysis, modern portfolio theory, and option strategies, offering tailored and model portfolios with ongoing monitoring and rebalancing.