Derrick Alexander AIF

918-894-5572

Derrick graduated from the University of Tulsa. After graduation, he had the opportunity to try out with a few NFL teams. Following an injury, his journey led him back home, where his innate curiosity in finance flourished into a career. Specializing in 401(k) plans and asset management, he holds an AIF accreditation. I thrive on tackling unique financial challenges with tailored solutions. Grounded in faith, I prioritize family time and nurturing client relationships beyond finance.

He served on and holds the following:

  • Advanced ERISA Fiduciary Training Certificate
  • Accredited Investment Fiduciary
  • Ultimate Team Award from The University of Tulsa
  • Member of the Tulsa Chamber
  • Served on the TU Alumni Board
  • TU Letterman's Board.

Ashley Rolf

918-894-5572

Ashley comes to Greater Works Wealth with a 12-year banking background at Wells Fargo. She progressed from a teller to a banker, assisting customers in basic financial transactions as well as opening new accounts and loans while discovering financial solutions. In her most recent position as an underwriter/credit analyst, she used professional judgments to lend money based on credit merit and financial qualification. After working in multiple places, both front and back office, she brings a well-rounded understanding of customer service priorities as well as professional business procedures. She is familiar with account/loan documents, applications, contracts, data entry, and the importance of confidentiality. She is highly organized, and detail-oriented and has learned from working in the banking industry that she thrives “under pressure”.

Her time with Wells Fargo ended due to the elimination of her position, which was a perfect blessing from the Lord.  Ashley has also recently entered the real estate industry as a real estate agent. In her free time, through real estate, she is excited to be able to serve and interact with her community as a light, knowing that the harvest is plenty. She is also involved with Bible Study Fellowship, currently as a children leader, and has a strong passion for encouraging and disciplining all toward love and Truth, Jesus Christ.  Some of her favorite hobbies are studying theology and apologetics, beach vacations, interior decorating, and watching/playing baseball/softball.

 


 

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