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Meet Stephanie Allen

Castlepoint Wealth Advisors | Oklahoma Wealth Advisors | Stephanie Allen - Advisor

Stephanie D. Allen JD, LLM-Tax, CWS©

Advisor

Stephanie started her career in wealth planning as an estate planning and probate attorney in private law practice. In 2015, she expanded her experience by becoming a Trust Officer & Wealth Advisor for Frost Wealth Advisors then for Argent Trust Company in Austin, Texas. Upon moving to Oklahoma, Stephanie helped families with intentional legacy planning through her work as a Wealth Strategist.

Stephanie earned her law degree from Regent University in Virginia Beach, Virginia, and a Bachelor of Science from Southwestern Assemblies of God University in Waxahachie, Texas. Additionally, she holds a Master of Laws in Taxation from the University of Alabama. Stephanie is a member of the State Bar of Texas; she has served as Chair of the board of the Estate Planning and Probate Section of the Austin Bar Association and on the board of Travis County Women Lawyers Association. Stephanie currently serves as a member of the audit & finance committee of Goodwill Industries of Central Oklahoma.

Stephanie enjoys traveling, various creative pursuits, reading, game nights, and most of all, spending time with her husband (Mark) and their two dogs (Mozart and Gretchen).