Steve Wilbur

Steve is a Managing Partner and Senior Wealth Advisor at Allen Capital. Before starting with Allen Capital Group, Steve was one of the original advisors in a nationally successful advisory practice with assets in excess of one billion dollars.

Steve graduated from Chadron State College in Nebraska with a Bachelor of Arts in Finance and started his career as a Financial Advisor in 1997. Steve is a Certified Funds Specialist (CFS).

Steve is a native of Storm Lake, IA and graduated from Storm Lake Senior High School. He was a 4 time State Qualifier in wrestling and placed 5th his junior year and 2nd his senior year. He attended the Business Horizons workshop his junior year of High School and won a top achievement award for his team’s business plan. Steve received a scholarship to Chadron State College for wrestling, which he did for 2 years. His junior year, he received a scholarship to become an admissions ambassador to the college and was also a resident advisor for two years at Andrews Hall for a floor of 50 guys.

Steve married his beautiful wife Stava in October of 1998. They enjoy spending time with their son, Ely, and their daughter, Maya. Together they enjoy leading an active lifestyle including: sports, water sports, golf, fitness, and cheering on the Iowa Hawkeyes!

Contact Steve

Managing Director/Senior Wealth Advisor
Ext.241
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Our Team

Mark Allen, CFP®, MS

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

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

Chief Investment Officer
Ext.216
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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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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
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Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
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Shane Wissmann, CFP®

Senior Wealth Advisor
Ext.215
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Josh Ream

Wealth Protection Specialist
Ext.245
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Jenny Nichol, CPA, MBA

Chief Financial Officer
Ext.207
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Michael Stanton

Director of Development
Ext.219
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Terry Meier, CPA

Certified Public Accountant
Ext.222
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Abbie Siemers

Accounting Assistant
Ext.218
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Laura Dill

Compliance Coordinator
Ext.214
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Keisha Coufal

Billing Associate
Ext.212
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Brian Harmon

Trading Specialist
Ext.247
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Dan Conroy

Client Services Manager
Ext.237
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Janet Hartmann

Client Services Manager
Ext.210
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Jennifer Cook, CPA

Certified Public Accountant
Ext.221
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Daphne Brandt

Director of Client Services
Ext.211
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Suzanne Allen

Client Services Manager
Ext.205
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Julie Wooden

Operations Manager
Ext.213
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Kayla Buell

Client Service Specialist
Ext.225
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Gisela Barnett

Client Services Manager
Ext.238
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Jen Plummer

Client Services Manager
Ext.217
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