Our Tulsa advisors bring decades of experience in financial planning, investment management, and retirement strategies to help you secure your financial future.
Formed in 2025, Wealth Oklahoma unites two respected firms: Stolper Asset Management and DCH Financial Services, bringing together decades of wealth management expertise. The outcome of this merger is a highly experienced team of financial specialists who are deeply committed to Tulsa and the surrounding areas. We are dedicated to delivering superior long-term investment performance.
We create bespoke financial strategies by understanding your circumstances, lifestyle, and values. Our thorough research and team expertise shape personalized plans that align with your goals.
Based in Tulsa, Wealth Oklahoma serves both individual and institutional clients through equity and fixed-income management services. We offer a number of discretionary, managed investment programs run on behalf of clients, applying objective, diligent analysis to every investment decision.
Our partnership with Raymond James combines the resources of a major corporation with boutique-level personal service, providing industry-leading support while maintaining our independence and integrity.
We are dedicated to helping create and preserve wealth for our clients.
We adhere to the highest ethical standards in the industry.
Our advice and recommendations are based on objective and independent analysis.
We are driven to constantly improve our individual and investment performance.
Jon Stolper is deeply passionate about investing and is committed to identifying high-quality value investment opportunities with a focus on disciplined, long-term strategies that help clients achieve their dreams.
A third-generation Okie, Jon grew up in Muskogee before studying finance and accounting at Oklahoma State University. After graduating, he joined Merrill Lynch as a trainee in the Tulsa office.
Jon stayed with Merrill Lynch for 10 years before moving to Principal Securities, where he opened and grew the Tulsa office, eventually overseeing the office in Wichita, Kansas, as well. When the company decided to exit the brokerage business, he seized the opportunity to establish an independent investment management company, Stolper Asset Management, and went on to affiliate with Raymond James, opening an office in Tulsa.
Jon also serves in leadership positions at several Tulsa nonprofit organizations.
Drawing on 30 years of experience in the financial services industry, Saletha Fuller creates customized wealth management strategies tailored to clients’ needs.
She began her career as an investment executive with UBS Financial Services before joining Spirit Bank as the vice president of community relations and private banking. Later, Saletha moved to DCH Financial Services as a financial advisor, becoming co-owner in 2014.
Saletha grew up in Tulsa and has been an active community volunteer and nonprofit board member. She attends University United Methodist Church where she serves on the Altar Guild and sings in the choir.
A resident of Tulsa for nearly three decades, Karen Bruns enjoys working closely with local families and individuals, providing tailored financial guidance to help them achieve their goals. She is particularly passionate about empowering women to better understand their finances and investments.
After starting out as an administrative assistant for DCH Financial Services, Karen became a registered sales assistant and account executive, eventually becoming a co-owner in 2014.
Community plays a vital role in Karen’s life, and she is actively involved with several local Tulsa nonprofits.
After seven years in investment banking, including three in the corporate finance department at Salomon Brothers in London, Susan McDonald joined Stolper Asset Management in 2010. She graduated from Cambridge University in England with a degree in natural sciences and is a CFA® Charterholder.
Prior to joining Stolper Asset Management in 2021, Janet Miller served as senior accountant at a Tulsa energy firm for more than a decade. She has extensive accounting and financial experience across a range of industries, in addition to a wealth of customer service and administrative expertise. Janet is dedicated to enhancing the client experience.
Ally Stolper has a natural ability to listen and partner with clients who are just beginning their financial planning, all while providing the assurance and confidence they need in their investment decisions.
A Tulsa native herself, Ally attended Booker T. Washington High School and moved on to study finance at The University of Oklahoma. Now, as a professional, she enjoys being back in Tulsa with its close-knit community feel and proximity to family and friends.
Ally began her career in 2021 with BOK Financial, where she completed their Accelerated Career Track program and joined the Institutional Wealth team. In this role, she advised clients in designing robust employee retirement plans. Now joining the Wealth Oklahoma team in 2025, she continues to bring her expertise in retirement planning and her passion for client education.
Outside of work, Ally embraces an active lifestyle and loves evening walks around Tulsa.
