Tad Singer

Tad comes to Allen Capital with over 20 years of industry experience and will be the Managing Director in the Omaha office along with his Partner, Steve Wilbur. Having worked together since 1997, Steve and Tad have developed a comprehensive wealth management process that has allowed them to provide exceptional service to a very dynamic client base that spans the country. Before starting with Allen Capital Group, Tad was one of the original advisors in a nationally successful advisory practice with assets in excess of one billion dollars. We are excited to have Tad share his expertise with the entire firm.

A graduate of the University of Nebraska at Omaha, Tad holds degrees in Business Finance and Banking & Financial Markets. He has served on the Board for the American Heart Association & Heart Ball and is a current board member of the Omaha Chapter of the International Wine and Food Society.

Tad and his wife, Melissa, have twin sons, Caleb and Sebastian. Most free time for Tad and Melissa is spent cheering on their sons at their flag football, soccer, and basketball games. A passion for wine and cuisine, the Singer Family also enjoys entertaining family and friends.

Contact Tad

Managing Director/Senior Wealth Advisor
Ext.236
Email Tad

Our Team

Mark Allen, CFP®, MS

Co-founder/President
Ext.204
Email Mark
sharefile-button

Tad Singer

Managing Director/Senior Wealth Advisor
Ext.236
Email Tad
sharefile-button

Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
Ext.241
Email Steve
sharefile-button

Phil McBride, CFP®

Senior Wealth Advisor
Ext.223
Email Phil

sharefile-button

Kent Koch, CLTC

Senior Wealth Advisor
Ext.220
Email Kent
sharefile-button

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

sharefile-button

Daniel Monaghan, CFP®

Senior Wealth Advisor
Ext.206
Email Dan

Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
Email Pamela

Shane Wissmann

Senior Wealth Advisor
Ext.215
Email Shane

Josh Ream

Wealth Protection Specialist
Ext.245
Email Josh

Dennis Thomas

Wealth Planner

Email Dennis

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
Email Janet

Jen Plummer

Client Services Manager
Ext.217
Email Jen

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
Email Jennifer

Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Laura Dill

Enhanced Services Coordinator
Ext.214
Email Laura

Abbie Siemers

Accounting Assistant
Ext.218
Email Abbie

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

Pin It on Pinterest