Eric Allen, CFP®, ChFC, CLU

Eric Allen is co-founder of Allen Capital Group, LLC. Eric is involved in every aspect of the portfolio management process for clients. Eric specializes in estate planning, where he advises clients on trust information, implements the funding of the trust, and oversees the administration of the trust.

Eric has been involved with the financial planning and investment services business since 1975, beginning his career at IDS, and spending 30 years as a financial advisor with IDS and its successor company. He was routinely one of the firm’s top advisors and was inducted into its Hall of Fame in 2002. Eric is a graduate of Kearney State College and is a Certified Financial Planner™ Professional.

Eric is a member of the Financial Planning Association.

I take pride in treating my clients as though they are family; their sense of urgency is my sense of urgency.

Contact Eric

Co-founder
Ext.203
Email Eric

Our Team

Mark Allen, CFP®, MS

Co-founder/CEO
Ext.204
Email Mark
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Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
Ext.241
Email Steve
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Travis Portwood, CFA, CFP®

Chief Investment Officer
Ext.216
Email Travis

Phil McBride, CFP®

Senior Wealth Advisor
Ext.223
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Kent Koch, CLTC

Senior Wealth Advisor
Ext.220
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Randy Korth, CPA

Senior Wealth Advisor
Ext.239
Email Randy

Fred Lockwood, CPA, PFS

Senior Wealth Advisor
Ext.224
Email Fred

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Daniel Monaghan, CFP®

Senior Wealth Advisor
Ext.206
Email Dan

Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
Email Pamela

Shane Wissmann, CFP®

Senior Wealth Advisor
Ext.215
Email Shane

Josh Ream

Wealth Protection Specialist
Ext.245
Email Josh

Jenny Nichol, CPA, MBA

Chief Financial Officer
Ext.207
Email Jenny

Michael Stanton

Director of Development
Ext.219
Email Michael

Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Abbie Siemers

Accounting Assistant
Ext.218
Email Abbie

Laura Dill

Compliance Coordinator
Ext.214
Email Laura

Keisha Coufal

Billing Associate
Ext.212
Email Keisha

Brian Harmon

Trading Specialist
Ext.247
Email Brian

Dan Conroy

Client Services Manager
Ext.237
Email Dan

Janet Hartmann

Client Services Manager
Ext.210
Email Janet

Jennifer Cook, CPA

Certified Public Accountant
Ext.221
Email Jennifer

Daphne Brandt

Director of Client Services
Ext.211
Email Daphne

Suzanne Allen

Client Services Manager
Ext.205
Email Suzanne

Julie Wooden

Operations Manager
Ext.213
Email Julie

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

Gisela Barnett

Client Services Manager
Ext.238
Email Gisela

Jen Plummer

Client Services Manager
Ext.217
Email Jen

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