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.

Contact Mark

Co-founder/President
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Our Team

Mark Allen, CFP®, MS

Co-founder/President
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Tad Singer

Managing Director/Senior Wealth Advisor
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Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
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Phil McBride, CFP®

Senior Wealth Advisor
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Kent Koch, CLTC

Senior Wealth Advisor
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Travis Portwood, CFA, CFP®

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

Senior Wealth Advisor
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Fred Lockwood, CPA, PFS

Senior Wealth Advisor
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Daniel Monaghan, CFP®

Senior Wealth Advisor
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Pamela Korth, CPA

Senior Wealth Advisor
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Shane Wissmann

Senior Wealth Advisor
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Josh Ream

Wealth Protection Specialist
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Dennis Thomas

Wealth Planner

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Jenny Nichol, CPA, MBA

Chief Financial Officer
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Michael Stanton

Director of Development
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Daphne Brandt

Director of Client Services
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Julie Wooden

Operations Manager
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Suzanne Allen

Client Services Manager
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Janet Hartmann

Client Services Manager
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Jen Plummer

Client Services Manager
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Dan Conroy

Client Services Manager
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Keisha Coufal

Client Services Associate
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Jennifer Cook, CPA

Certified Public Accountant
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Terry Meier, CPA

Certified Public Accountant
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Laura Dill

Enhanced Services Coordinator
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Abbie Siemers

Accounting Assistant
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Kayla Buell

Client Service Specialist
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