Our Philosophy: We offer strength and security through our stewardship for both our current clients and future generations.
Our Values: We believe in and maintain the highest professional standards and adherence to the following values:
- Put the clients’ interest first
- Highest level of trust and integrity
- Understand clients’ needs and goals
- Respond to inquiries quickly and efficiently
- Anticipate clients’ changing needs
- Treat clients with respect and dignity
Alyssa Kaiser, CTFA
Senior Vice President
Alyssa Kaiser is Senior Vice President of WealthTrust Oklahoma. She is a native of Plymouth, Nebraska, but has resided in Oklahoma since 1992. She has more than 21 years of experience in the trust and banking industry. She holds the Series 65 license for investment advisors. Alyssa is a graduate of Cottey College and the Cannon Trust School, where she studied to receive the Certified Trust and Financial Advisor designation. She is an active member of the P.E.O. Sisterhood, and she currently serves on the Oklahoma State Executive Board as Vice President. Alyssa is also an active member of the Oklahoma City Estate Planning Council, Edmond Chamber of Commerce, and is the Past President of the Board of Directors for Family Builders, Inc. She lives in Edmond with her husband and attends Crossings Community Church.
Senior Vice President
Kelli Bass serves as Senior Vice President. She is a native of Seneca, Pennsylvania. Oklahoma has been her home since 2004, when she began working with the company. She has more than 13 years of experience working with clients in the financial and pension administration areas. Kelli is a graduate of Mercyhurst University in Erie, Pennsylvania with a Bachelor's degree in Finance. She resides in Edmond with her husband and daughters and is a member of St. John the Baptist Catholic Church.
Marketing Vice President
Jennifer Wallis serves as the Marketing Vice President. She holds the Series 65 license for investment advisors. She began her career in the financial services industry in 1997. Jennifer is a graduate of Oklahoma City University. She serves on the Board of the Oklahoma Council on Economic Education, is involved with the Oklahoma Jump$tart Coalition for Personal Finance, and volunteers with Tenaciously Teal to support Cancer fighters. She lives in Edmond with her husband, Justin, and their sons, Kyle and Griffin. They are members of Acts 2 United Methodist Church.
Senior Client Services Manager
Erika Lopez serves as the Senior Client Services Manager. Erika received her Associates degree in Business Management from Oklahoma State University and graduated with her Bachelor's of Business Administration in Management at the University of Central Oklahoma. Erika resides in Northwest Oklahoma City with her sons Ryan and Ethan and is a member of Christ the King Church.