Patricia A. Allen* CRPC

Financial Advisor

Phone: (405) 840-0028
Fax: (405) 840-0014
E-mail:

Patricia is a financial professional that is experienced in serving the investment, insurance and financial needs of our clients. Using her broad range of experience acquired over the past ten years in the financial services profession, Patricia is dedicated to helping her clients achieve their financial goals. 

Patricia holds licenses as both an insurance agent and securities representative, which includes Series  7, and 66.  Several of her areas of experience include: qualified plan distributions, small business planning and individual financial strategies. 

Patricia has access to a wide range of high quality financial products and services to help her clients reach their financial goals and financial independence. Through the selling agreements with her broker dealer, she has access to brokerage services and thousands of mutual funds, along with many annuities and life insurance products.  She has the experience to help you to select the products that are best suited to your needs and risk tolerance.

Patricia would be happy to meet with your accountant and attorney to insure that all of your financial, legal and tax planning are coordinated. To take advantage of Patricia’s many years of experience, call (405) 840-0028 to arrange for an objective review of your financial goals. 

 Patricia looks forward to becoming a trusted professional for you and your family and helping you to achieve financial independence.