Mark Allen, CFP®, MS
Mark Allen is co-founder of Allen Capital Group, LLC. Mark is responsible for all aspects of portfolio management, including asset allocation models, security selection, and risk management. Mark also is in charge of retirement plan services for 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 as the Board Chairman of the Heartland United Way. Mark also serves on the Board of Directors of Stuhr Museum, the Northwest Education Foundation, and the Texas Tech Personal Financial Planning Alumni Advisory Board. He previously has served as Chairman of Goodwill Industries of Greater Nebraska, Chairman of the Stewart Nelson Scholarship at Doane College, the board of directors of Junior Achievement of Grand Island, and the board of directors of the Noon Rotary Club in Grand Island.
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.