Mark Allen, CFP®, MS
Chief Executive Officer | Co-Founder

Specialties

Wealth Planning • Investment Management • Retirement Income Planning • Trust & Estate Planning • Business Planning Solutions • Foundations & Endowments

Office Location

3540 PRAIRIEVIEW ST, SUITE 200, GRAND ISLAND, NE 68803

Contact Information

mark@allencapgroup.com
308-385-1500

Ext. 204

Mark Allen is co-founder & CEO of Allen Capital Group. Before starting Allen Capital Group, Mark was a financial advisor with a large brokerage firm. Mark received a bachelor’s degree from Doane College, and a master’s degree (MS) in Financial Planning from Texas Tech University. He is a Certified Financial Planner™ Professional.

Mark is a member of the Financial Planning Association and is former Chairman of the FPA of Nebraska. He currently serves on the Board of Directors of the Stuhr Museum, the Northwest Education Foundation, and the Grand Island Chamber of Commerce. He previously has served as Chairman of Goodwill Industries of Greater Nebraska, Chairman of the Heartland United Way, Chairman of the Stewart Nelson Scholarship at Doane University, the Board of Directors of Junior Achievement of Grand Island, the Board of Directors of the Noon Rotary Club in Grand Island, and a founding member of the Texas Tech Personal Financial Planning Alumni Advisory Board.

Mark and his wife Jordan have two daughters and reside in Grand Island, NE.
My passion is to help people navigate the comprehensive issues that they face managing for today and planning for tomorrow. Whether it is business formation and structure, helping to set up an estate plan, or finding the right vehicles to maximize savings, I enjoy engaging people in conversations that step outside of the box. My role is to be at the center of their decades long journey, providing them sound advice along the way.
Share by: