
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
Eric Allen, CFP®, ChFC, CLU
Co-founder
Ext.203
Email Eric
Tad Singer
Managing Director/Senior Wealth Advisor
Ext.236
Email Tad
Steve Wilbur, CFS
Managing Director/Senior Wealth Advisor
Ext.241
Email Steve
Phil McBride, CFP®
Senior Wealth Advisor
Ext.223
Email Phil
Kent Koch, CLTC
Senior Wealth Advisor
Ext.220
Email Kent
Travis Portwood, CFA, CFP®
Director of Investment Strategy/Senior Wealth Advisor
Ext.216
Email Travis
Randy Korth, CPA
Senior Wealth Advisor
Ext.239
Email Randy
Fred Lockwood, CPA, PFS
Senior Wealth Advisor
Ext.224
Email Fred
Daniel Monaghan, CFP®
Senior Wealth Advisor
Ext.206
Email Dan
Pamela Korth, CPA
Senior Wealth Advisor
Ext.244
Email Pamela
Shane Wissmann, CFP®
Senior Wealth Advisor
Ext.215
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Andrew Cobb
Associate Wealth Advisor
Ext.233
Email Andrew
Josh Ream
Wealth Protection Specialist
Ext.245
Email Josh
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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Jennifer Cook, CPA
Certified Public Accountant
Ext.221
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Terry Meier, CPA
Certified Public Accountant
Ext.222
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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
Email Gisela