Travis Portwood, CFA, CFP®

Travis Portwood is senior wealth advisor at Allen Capital in the Omaha office where he provides customized wealth management solutions based on the needs and objectives of each individual client. Travis focuses on developing and delivering wealth planning and investment management solutions for a dynamic client base. Travis helps individuals become goal-oriented in their thinking and on creating plans that utilize financial strategies and portfolio investments to achieve their goals.

Travis has 20 years of experience in the financial services industry. Prior to joining the firm, Travis was a Sr. Wealth advisor with a national successful advisory firm.

Travis has a bachelor’s degree in business finance from Wayne State College in Wayne, Nebraska. He is a CERTIFIED FINANCIAL PLANNER™. Travis holds his Series 4, 7, 24, 63 and 65 licenses. Travis has also obtained the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society of Nebraska. Travis is also a member of the Financial Planners Association (FPA) of Nebraska.

Travis and his wife Cindy have two daughters, Morgan and Kennedy. Most free time is spent cheering for the girls at basketball and soccer games. The Portwoods reside in Bennington NE.

Contact Travis

Director of Investment Strategy/Senior Wealth Advisor
Ext.216
Email Travis

Our Team

Mark Allen, CFP®, MS

Co-founder/CEO
Ext.204
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Tad Singer

Managing Director/Senior Wealth Advisor
Ext.236
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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
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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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Andrew Cobb

Associate Wealth Advisor
Ext.233
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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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Daphne Brandt

Director of Client Services
Ext.211
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Julie Wooden

Operations Manager
Ext.213
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Suzanne Allen

Client Services Manager
Ext.205
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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
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Keisha Coufal

Client Services Associate
Ext.212
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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
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Kayla Buell

Client Service Specialist
Ext.225
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Brian Harmon

Trading Specialist
Ext.247
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Gisela Barnett

Client Services Manager
Ext.238
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