Steve Wilbur

Steve comes to Allen Capital Group as Managing Partner and Senior Wealth Advisor. 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 has worked with Managing Director and Senior Wealth Advisor, Tad Singer, since 1997. Their collective knowledge along with their dedication to an exceptional client experience will serve to only further build upon the solid foundation of Allen Capital Group.

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
Email Steve

Our Team

Mark Allen, CFP®, MS

Co-founder/CEO
Ext.204
Email Mark
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Tad Singer

Managing Director/Senior Wealth Advisor
Ext.236
Email Tad
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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, CFP®

Senior Wealth Advisor
Ext.215
Email Shane

Josh Ream

Wealth Protection Specialist
Ext.245
Email Josh

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
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Jen Plummer

Client Services Manager
Ext.217
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Dan Conroy

Client Services Manager
Ext.237
Email Dan

Keisha Coufal

Client Services Associate
Ext.212
Email Keisha

Jennifer Cook, CPA

Certified Public Accountant
Ext.221
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Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Laura Dill

Enhanced Services Coordinator
Ext.214
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Abbie Siemers

Accounting Assistant
Ext.218
Email Abbie

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

Brian Harmon

Trading Specialist
Ext.247
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Gisela Barnett

Client Services Manager
Ext.238
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