Executive Vice President
Kelli Bass serves as Senior Vice President. She is a native of Seneca, Pennsylvania. Oklahoma has been her home since 2004. Kelli began working in the investment advisory industry in 2000. She has more than 22 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.