Fred A. Lockwood CPA, PFS
Fred has been involved in the financial services and accounting industry since 1964. He is a graduate of the University of Denver School of Accountancy and is both a Certified Public Accountant and Personal Financial Specialist. Fred has counseled individuals and businesses alike on investment, tax, estate, and financial planning issues. Fred has also prepared corporate and individual tax returns throughout his professional career.
After 16 years as an investment advisor, only two of which have been here, I can say with confidence that Allen Capital Group would be in the top 10th percentile of all independent advisors in regards to the concern for our clients along with doing what’s in their best interest. In my 52 year professional career, I can say that there has not been a better place to be employed than at Allen Capital Group.
Contact Fred
Senior Wealth Advisor
Ext.224
Email Fred
Our Team
Mark Allen, CFP®, MS
Co-founder/CEO
Ext.204
Email Mark
Eric Allen, CFP®, ChFC, CLU
Co-founder
Ext.203
Email Eric
Tad Singer
Managing Director/Senior Wealth Advisor
Ext.236
Email Tad
Steve Wilbur, CFS
Managing Director/Senior Wealth Advisor
Ext.241
Email Steve
Phil McBride, CFP®
Senior Wealth Advisor
Ext.223
Email Phil
Kent Koch, CLTC
Senior Wealth Advisor
Ext.220
Email Kent
Travis Portwood, CFA, CFP®
Director of Investment Strategy/Senior Wealth Advisor
Ext.216
Email Travis
Randy Korth, CPA
Senior Wealth Advisor
Ext.239
Email Randy
Fred Lockwood, CPA, PFS
Senior Wealth Advisor
Ext.224
Email Fred
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
Dennis Thomas
Wealth Planner
Email Dennis
Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
Email Jenny
Michael Stanton
Director of Development
Ext.219
Email Michael
Daphne Brandt
Director of Client Services
Ext.211
Email Daphne
Julie Wooden
Operations Manager
Ext.213
Email Julie
Suzanne Allen
Client Services Manager
Ext.205
Email Suzanne
Janet Hartmann
Client Services Manager
Ext.210
Email Janet
Jen Plummer
Client Services Manager
Ext.217
Email Jen
Dan Conroy
Client Services Manager
Ext.237
Email Dan
Jennifer Cook, CPA
Certified Public Accountant
Ext.221
Email Jennifer
Terry Meier, CPA
Certified Public Accountant
Ext.222
Email Terry
Laura Dill
Enhanced Services Coordinator
Ext.214
Email Laura
Abbie Siemers
Accounting Assistant
Ext.218
Email Abbie
Kayla Buell
Client Service Specialist
Ext.225
Email Kayla
Brian Harmon
Trading Specialist
Ext.247
Email Brian
Gisela Barnett
Client Services Manager
Ext.238
Email Gisela