Jennifer Wallis

About Jennifer Wallis

I believe wealth management should feel approachable, empowering, and—even dare I say—fun. That belief is what led me to co-found ArrowPoint Wealth Advisors, a woman-owned, native-owned firm redefining what it means to build wealth with confidence.With a wealth of knowledge (pun intended) in the financial sector, I’ve built my career as a financial counselor, enthusiastic educator, media spokesperson, non-profit grant writer, licensed financial advisor, a growth-minded wealth management marketer, small business supporter, community event planner, and relationship builder. I thrive at the intersection of financial expertise and human connection—helping people feel seen, supported, and equipped to make smart money decisions.Outside of the office, I’m passionate about community impact. I co-founded and chair the Invest in Girls initiative at the Oklahoma Council on Economic Education, connecting high school girls with successful female mentors and equipping them with financial skills. I also volunteer with Tenaciously Teal, helping plan their signature fundraiser Care Packs & Cocktails since 2017. In addition, I serve on the Uncommon Ground Community Engagement Committee and I’m a Leadership Edmond graduate.At the end of the day, I’m driven by one mission: to combine financial strategy with empathy so that people can live with clarity, confidence, and freedom.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Experience

1. Chief Growth Officer & Senior Partner

   Arrowpoint Wealth Advisors

   Aug 2025 — Present · Oklahoma City, OK, US

   At ArrowPoint Wealth Advisors, I help architect strategy, shape our brand story, and drive growth for a firm that’s redefining what ethical, inclusive wealth management looks like. With decades in finance and a reputation for Swiss Army Knife versatility, I bring unapologetically honest yet kind financial coaching, bold education, and practical strategies that align behavior, values, and goals—because financial wellness starts with self-awareness, not spreadsheets.I empower our clients with tools that are compassionate, strategic, and deeply human. Whether I’m decoding credit reports, solving debt puzzles, or helping families outsmart scammers, my approach is always rooted in empowerment—not shame.Finance should be soul-centered and smart. If you believe that too, we’re building something special at ArrowPoint.

Education

• Oklahoma City University

  BS, Sociology

  1990 — 1995

Skills

• Strategic Communications
• Credit
• Education
• Social Media
• Training
• Leadership
• Grant Writing
• Advertising
• Program Management
• Business Development
• Fundraising
• Research
• Marketing
• Project Planning
• Press Releases
• Public Relations
• Media Relations
• Event Planning
• Teaching
• Nonprofits
• Management
• Team Building
• Financial Education
• Public Speaking
• Finance
• Community Outreach
• Non-Profits
• Customer Service
• Social Networking