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Stephanie Szabo, CFP® Thumbnail

Stephanie Szabo, CFP®

Wealth Advisor



Stephanie is a Wealth Adviser at BentOak Capital.  She works primarily in the Fort Worth office and serves as a voting member of our investment committee. Stephanie also oversees day-to-day trading and rebalancing as our Director of Portfolio Administration.  

Stephanie enjoys taking extra time with our clients to learn more about family members, personal goals, and financial objectives before recommending planning solutions or implementing investment strategies.

Stephanie is a CERTIFIED FINANCIAL PLANNER ™ practitioner and has over 25 years of experience providing investment and financial planning knowledge to families, businesses, and retirement plan sponsors. Stephanie graduated from the University of Texas at Arlington with a Bachelor of Business Administration.

Although Stephanie is an animal lover in general, she is most passionate about horses.  Specifically, the laid-back temperament and smooth gait of the Rocky Mountain horse breed. Stephanie enjoys trail riding in Texas and Colorado and continues to build her knowledge and skills for engaging her horses’ natural movement.  She married her high school sweetheart Matt Szabo who is an Electrical Engineer working in his family business of airfield systems design. They live in Decatur and have two daughters in college.

Pets

Stephanie has two mountain horses named Tia and Hershey, a schnauzer named Pepper, and a stray lab pit mix named Dixie.

Food

Stephanie’s favorite restaurant is Christina’s Mexican Cuisine.

bucket list

Stephanie’s bucket list includes traveling to the 10 most beautiful Italian coastal towns.

talent

Stephanie played clarinet with the Fort Worth Symphony Orchestra her senior year of high school.

sport

Stephanie’s favorite sport is trail riding and camping with her horses and fellow cowgirls. She also loves watching football.

show

You can catch Stephanie enjoying I Love Lucy reruns and The Amazing Mrs. Mazel.