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/President
Ext.204
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Tad Singer

Managing Director/Senior Wealth Advisor
Ext.236
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Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
Ext.241
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Phil McBride, CFP®

Senior Wealth Advisor
Ext.223
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Kent Koch, CLTC

Senior Wealth Advisor
Ext.220
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Travis Portwood, CFA, CFP®

Director of Investment Strategy/Senior Wealth Advisor
Ext.216
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Randy Korth, CPA

Senior Wealth Advisor
Ext.239
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Fred Lockwood, CPA, PFS

Senior Wealth Advisor
Ext.224
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Daniel Monaghan, CFP®

Senior Wealth Advisor
Ext.206
Email Dan

Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
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Shane Wissmann

Senior Wealth Advisor
Ext.215
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Josh Ream

Wealth Protection Specialist
Ext.245
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Dennis Thomas

Wealth Planner

Email Dennis

Jenny Nichol, CPA, MBA

Chief Financial Officer
Ext.207
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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
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Janet Hartmann

Client Services Manager
Ext.210
Email Janet

Jen Plummer

Client Services Manager
Ext.217
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Dan Conroy

Client Services Manager
Ext.237
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Keisha Coufal

Client Services Associate
Ext.212
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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
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Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

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