Broker Check
(405) 777-2792
Info@MyArrowPoint.com
Client Login

Our ArrowPoint Story

Decades of diverse expertise. One shared purpose.

At ArrowPoint, we’re more than a collection of credentials—we’re strategists, problem-solvers, and detail-savvy professionals who lead with heart and deliver with impact. Each person brings a unique perspective, yet we’re united by one mission: to help our clients aim true with a blend of expertise and empathy, precision and purpose. We believe money shouldn’t feel mysterious or overwhelming—so we break down the complex, decode the chaos, and turn “ugh, finances” into “oh, I’ve got this!"

Client Centered

ArrowPoint Wealth Advisors was founded by Mandy Dollar and Jennifer Wallis—longtime friends, seasoned financial professionals, and unapologetic advocates for ethical, inclusive wealth management. Jennifer brings nearly three decades of experience in financial counseling and education, wealth strategy, and brand leadership, blending sharp strategy with a bold, human-centered approach. Mandy, a trusted advisor and powerhouse, pairs deep industry expertise with a gift for building systems that serve both clients and teams. Together with Managing Partner Sylvia L. Sterling, they’ve built ArrowPoint to be more than a firm—it’s a movement. One that makes money feel less intimidating, more empowering, and always aligned with what matters most.

FAQs: Answers to the questions we hear most

Why should I work with an advisor?

Working with an ArrowPoint financial advisor gives you clarity, strategy, and a partner who helps you make confident decisions. At ArrowPoint, we simplify complex choices, build a plan around your life, and guide you proactively through major milestones so you stay on track and feel supported every step of the way. We help our clients work through real‑life financial decisions every day — from finding the right insurance coverage and investing for growth and income, to leaving a lasting financial legacy and planning for a peaceful retirement. Our experience also includes guiding families through health‑related and age-related financial challenges, building college funding strategies, navigating major life transitions, optimizing taxes, and coordinating with your broader team of professionals.

Do I need to hit a certain income or asset level to work with an advisor? 

No. At ArrowPoint, we believe everyone can benefit from clear, thoughtful financial guidance — no matter where they’re starting. You don’t need to meet a specific income or asset threshold to get advice. We work with everyone from those just starting out to others who have built their nest egg and are ready to begin their next chapter. Our role is to meet you where you are, help you make confident decisions, and support you as your goals and financial life grow.

Why should I choose ArrowPoint?

ArrowPoint combines deep industry experience with a client‑first approach that makes financial planning clear and actionable. Our team has guided individuals, families, and business owners through market cycles, major life transitions, and long‑term planning decisions for years. We bring proven expertise, transparent guidance, and a personalized strategy designed around your goals — not a generic template.
When you choose ArrowPoint, you’re choosing experienced advisors who listen, explain your options in plain language, and help you make confident financial decisions at every stage of life. Learn more about how our services can help you. 

When is the right time to work with a financial advisor?

The right time is whenever you want clarity, direction, or a partner to help you make smart financial decisions. Many people think they need to wait until they’ve “made it” financially — but in reality, an advisor can add value long before that point.

People often come to us when they’re:
• Starting to build wealth and want to avoid costly mistakes
• Navigating a major life change (new job, marriage, divorce, new baby, loss, inheritance)
• Planning for retirement or wondering if they’re on track
• Balancing competing priorities like debt, savings, and investing
• Navigating a financial choice they don’t want to make alone
• Wanting a cohesive long‑term strategy that considers taxes, investments, and assets. 

In short, the right time is when you want guidance, clarity, and a plan — not a specific income or asset level. We meet you where you are and help you move forward with confidence.

Sharp Insights for You

Retirement Accounts When You Change Your Job

Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.
Learn More
Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More
Top 5 Things to Tell Your Financial Pro

Top 5 Things to Tell Your Financial Pro

Here are the top 5 things your team may want to hear.
Learn More