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Mark Allen
mark@allencapgroup.com
Mark Allen, CFP®, MS, is co-founder of Allen Capital Group, LLC. Mark is responsible for all aspects of portfolio management, including asset allocation models, security selection, and risk management. Mark also is in charge of retirement plan services for Allen Capital Group.
Before starting Allen Capital Group, Mark was a financial advisor with a large brokerage firm. Mark received a Bachelors degree from Doane College, and a Masters degree (MS) in Financial Planning from Texas Tech University. He is a CERTIFIED FINANCIAL PLANNER™ Professional.
Mark is a member of the Financial Planning Association and is the former Chairman of the FPA of Nebraska. He is a member of the board of directors of Goodwill Industries of Greater Nebraska, a board member and past Chairman of the Stewart Nelson Scholarship at Doane College, and is on the board of directors of Junior Achievement of Grand Island. He is also a member of Grand Island Noon Rotary Club
Mark was featured in the cover story titled "The New Faces of Planning" in the February, 2004, issue of Investment Advisor magazine. Mark is quoted and featured in the Omaha World-Herald business section on a regular basis. He has also been a source for Investment Advisor magazine on fee-based planning.
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Eric Allen
ej@allencapgroup.com
Eric Allen, CFP®, ChFC, CLU, is co-founder of Allen Capital Group, LLC. Eric is involved in every aspect of the portfolio management process for clients. Eric specializes in estate planning, where he advises clients on trust formation, implements the funding of the trust, and oversees the administration of the trust.
Eric has 35 years of industry experience, beginning his career at IDS, and spending 30 years as a financial advisor with IDS and its successor company. He was routinely one of the firm's top advisors and was inducted into its Hall of Fame in 2002. Eric is a graduate of Kearney State College and is a CERTIFIED FINANCIAL PLANNER™ Professional.
Eric is a member of the Financial Planning Association.
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Daphne Brandt, Licensed Paraplanner
Daphne assists the financial advisors in daily trading and account maintenance. She also works with both new and existing clients to set up accounts, and handles routine and complex questions relating to their existing accounts. In addition, Daphne contributes to various research projects undertaken by the financial advisors.
Daphne has been employed with the firm since 1996 and holds a bachelors degree in mathematics and business administration. In 2004, she earned her status as licensed paraplanner by passing a series of examinations, including the Securities Representative Series 7 exam, Uniform Combined State Law Series 66 exam, and the Nebraska State Insurance exam for Life and Annuities and Sickness/Accident/Health.
Daphne currently resides in Grand Island with her husband and three children.
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Renee Blase, Licensed Paraplanner
Renee assists the financial advisors in daily trading and account maintenance. She also works with both new and existing clients to set up accounts, and handle routine and complex questions relating to their existing accounts. In addition, Renee gathers client information to facilitate the financial planning process.
Renee graduated from Lincoln School of Commerce with an associate degree in Professional Accounting. She also has five years of prior experience in pension administration. In 2004, she earned her status as licensed paraplanner by passing a series of examination, including the Securities Representative Series 7 exam, Uniform Combined State Law Series 66 exam, and the Nebraska State Insurance exam for Life and Annuities and Sickness/Accident/Health.
Renee, originally a Polk, NE native, currently resides in Doniphan, NE with her husband and two children.
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Julie Wooden, Financial Planning Associate
Julie has been assisting the financial advisors since 1997 in scheduling appointments, preparing files for appointments, compiling investment portfolios, and processing various aspects of client accounts. She also assists clients by obtaining and processing the necessary paperwork for term insurance.
Julie currently resides in Grand Island, NE, with her husband and three children.
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Jenny Sears, Financial Planning Associate
Jenny joined the Allen Capital Group team in March of 2006. She assists the Financial Advisors in preparing files for appointments, compiling client investment portfolios, and processing various aspects of client accounts.
Jenny has six years experience working in the financial industry. She worked in account services for a mutual fund company located in Omaha for four years and then as an advisor's assistant at an investment firm based in Fremont. She holds a Bachelor of Science degree from the University of Nebraska-Lincoln.
Jenny resides in Grand Island with her husband John and their five children.
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Penny Berry, Financial Planning Assistant
Penny assists the financial advisors in scheduling appointments. She is responsible for overseeing the trusts Allen Capital Group administers. She assists clients by obtaining and processing the necessary paperwork for term insurance. In addition, she handles travel itineraries and various other projects.
Penny is a graduate of Wichita State University with a Bachelor of Science degree in business administration. She has over 20 years of accounting experience in municipal government and the private sector.
Penny and her husband moved to Grand Island in 2006 and have two grown daughters.
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Matt Thury, Research Analyst
Matt is responsible for implementing the market and economic research division of Allen Capital Group. In addition, he coordinates portfolio trading and optimization and manages the trading desk for the firm.
Matt is a native of Sioux Falls, SD and received a bachelor of science degree in Finance from the University of Nebraska Lincoln.
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