With over 21 years in the financial services industry, Saletha provides knowledgeable insight to help clients pursue their financial goals. She has expertise in comprehensive financial planning services, including retirement planning and customized portfolio management, with a specialty in serving women in business and women in transition. Saletha works closely with clients to create custom wealth management strategies tailored to their goals. She has attained the CFP® certification, a recognized standard in personal financial planning.
Saletha began her financial services career as an investment executive with UBS Financial Services, later moving to Spirit Bank and serving as their vice president of community relations and private banking. She then became the development department membership coordinator for the Philbrook Museum of Art before joining DCH Financial Services as a financial advisor, becoming a co-owner in 2014. She earned an Associate’s degree in business from Tulsa Community College.
An active member of her community, Saletha is a volunteer with Project Transformation and a member of University United Methodist Church, serving on the Worship Committee and Altar Guild. She formerly served as a board member and officer for the Tulsa chapter of the Juvenile Diabetes Research Foundation. She is a member of Leadership Tulsa Class 37, as well as a 2008 nominee for the Paragon Award. She currently serves on the board for Kendall Whittier, Inc. as well as the Tulsa Estate Planning Forum.
Saletha enjoys spending time with her children and grandchildren, as well as gardening, traveling (particularly to anywhere with a beach) and reading. Originally from Port Arthur, Texas, she has lived in Tulsa since the first grade.
Raymond James is not affiliated with and does not endorse the opinions or services of any non-Raymond James organizations listed above.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.