Grand Island: 308-385-1500
Omaha: 402-932-6300
Scottsbluff: 308.632-4146
Specialties
Office Location
Contact Information
Ext. 223
Phil deeply cares about his clients and is always willing to go the extra mile for them. He forms such a deep relationship with his clients that many of them consider him family or a close friend. He always puts his clients first and will advise them to do what is in their best interest. He is looking for clients that want to have a life long relationship with their advisor. Phil’s niches include working with professional athletes, doctors, farmers, business owners and other professionals going into retirement.
Phil grew up on a farm in western Nebraska, near Ogallala, where he learned the importance of hard work, family and responsibility. Phil graduated summa cum laude from the University of Nebraska – Lincoln with a Bachelor of Science degree in agricultural economics and received his Master’s degree from Valparaiso University. Prior to joining the firm, he worked as a financial advisor, as an educator, and at the Chicago Board of Trade. Phil has earned his Certified Financial Planner™ (CFP®) designation. Phil’s Christian faith has played an important role in shaping his values and his outlook on life. He believes deeply in giving back to the community and is an active member of the TeamMates youth mentoring program. He was also a past recipient of the Big Brother of the Year award and spent two years serving inner city youth in Chicago, along with teaching freshmen at Papillion-La Vista South High School for another two years. He recently was the keynote speaker at Broken Bow’s 2013 Annual Chamber of Commerce Banquet and has been a guest speaker for the Husker football team the past few years to talk to them about personal finance.
Phil enjoys spending time with his family, friends, and his wife, Elishia. He loves to watch movies, read, work out, and watch sports, too.
3540 Prairieview Street, Ste 200
Grand Island, NE 68803
Phone: 308-385-1500
10050 Regency Circle, Suite 500
Omaha NE 68114
Phone: 402-932-6300
2021 Broadway, Suite 7
Scottsbluff, NE 69361
Phone: 308-632-4146
Disclosure
Allen Capital Group, LLC is an SEC Registered Investment Advisor group located in Grand Island, NE. Allen Capital Group and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Allen Capital Group maintains clients. Allen Capital Group only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. This website is for informational purposes only and does not constitute a complete description of our investment services or performance.
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