Osaic, Inc., one of the largest wealth management providers in the United States, has announced the launch of ArrowPoint Wealth Advisors, a new women-led advisory firm founded by Mandy Dollar and Jennifer Wallis.
The firm, which will operate offices in Oklahoma City and Edmond, Oklahoma, begins with $379 million in assets under management. Dollar takes the role of Chief Executive Officer, while Wallis serves as Chief Growth Officer.
Both founders are experienced financial professionals. Dollar, who previously worked at MidFirst Bank, is a Sports and Entertainment Accredited Wealth Management Advisor (SE-AWMA®), enabling her to advise athletes and entertainment clients. Wallis holds the Behavioral Financial Advisor (BFA®) designation and is recognised for applying an empathetic, client-centred approach.
“Jennifer and I created a firm rooted in the belief that money should be empowering, not overpowering,” said Dollar. “We’re thrilled to have Osaic’s support as we embark on this journey. Their dynamic platform equips us with the tools and resources needed to deliver the highest-quality service.”
The pair chose Osaic for its scale, technology and advisor support network. The new firm aims to deliver high-touch, personalised service while benefiting from the resources of a national platform.
“At ArrowPoint, we help our clients by blending experience, empathy, precision and purpose,” said Wallis. “Osaic’s advisor-centric network is uniquely positioned to help us deliver on that mission.”
ArrowPoint says it wants to simplify financial advice for its clients, with a model that makes wealth management accessible and aligned to personal priorities. The firm, which is both women- and Native-owned, intends to provide strategies that are straightforward and focused on long-term goals.
Kristen Kimmell, executive vice president of business development at Osaic, welcomed the launch. “Mandy and Jennifer are building a firm that goes beyond investment management,” she said. “They empower their clients with the education, confidence and trust needed to thrive financially and in all areas of their life. Their forward-thinking approach perfectly aligns with Osaic’s values and client-centric culture.”
