About

Specialties

• Wealth Planning
• Investment Management
• Retirement Income Planning
• Trust & Estate Planning

Office Location

3540 Prairiview Street
Suite 200
Grand Island, NE 68803

Eric is co-founder of Allen Capital Group. He takes pride in guiding clients through every stage of their life and has been doing so for over 50 years after a short brief stint as a high school teacher and coach. He spent 30 years as a financial advisor with IDS and its successor company and was inducted into its Hall of Fame in 2002. 

Eric is a CFP® professional and has the ChFC and CLU designations. He is a graduate of Kearney State College. He is a supporter of Husker Athletics and is an avid golfer, still walking nine holes on most rounds. Eric and his wife Connie love to spend time watching their grandkids in sports, band, dance, and anything else that they are involved in.

"I take pride in treating my clients as though they are family; their sense of urgency is my sense of urgency."

Specialties

• Wealth Planning
• Investment Management
• Retirement Income Planning
• Trust & Estate Planning
• Business Planning Solutions
• Foundations & Endowments

Office Location

3540 Prairiview Street
Suite 200
Grand Island, NE 68803

Mark is the co-founder and CEO of Allen Capital Group. He is responsible for the overall strategic vision and direction of the organization. Mark is a CFP® professional and received a bachelor’s degree from Doane University and a master’s degree in Financial Planning from Texas Tech University.

Mark believes passionately in giving back to his communities and has served on boards at local and national levels. Some of his favorites include serving as past Chairman of FPA of Nebraska, past Chairman of Stuhr Museum, past Chairman of the Grand Island Area Chamber of Commerce, past Chairman of the Heartland United Way, past Chairman of Goodwill Industries of Greater Nebraska, past Chairman of the Stewart Nelson Scholarship at Doane University, a founding member of the Texas Tech Personal Financial Planning Alumni Advisory Board, and former member of the TD Ameritrade Retirement Plan Advisor Panel. He currently serves on the school board of Grand Island Central Catholic, where both of his daughters attend school, the board of directors of the Grand Island Area Economic Development Corporation/Grand Island Chamber of Commerce, the board of directors of College Park at Grand Island, and the board of directors of the Greater Grand Island Community Foundation.

Mark and his wife Jordan love to travel and are always thinking about their next destination. His most important passion is being a dad to two amazing daughters, and supporting them in doing the things they love. If he is not spending time with his family, he is probably golfing or on a golf trip somewhere.

Office Location

201 N Spruce St
Ogallala, NE 69153 

Lorena Beckius is a Client Service Manager at Allen Capital Group, where she combines her background in Business Administration and Marketing with a passion for delivering exceptional client service. A lifelong advocate for community engagement, Lorena’s leadership extends well beyond the office through her deep involvement with Rotary International.

Originally from Ambato, Ecuador, Lorena’s commitment to service began at age 17 as a Rotary Youth Exchange student in Ogallala, Nebraska—an experience that shaped her life and career and was featured in Rotary Magazine. It was during this exchange year that Lorena met her future husband, David Beckius. She later returned to Ogallala, joined the Rotary Club that hosted her, and went on to serve in numerous leadership roles, including President of the Ogallala Rotary Club (2019-2020) and District Governor for Rotary District 5630 (2024–2025).

Her leadership has driven impactful projects such as the La Esperanza Clean Water System in Ecuador and the Unity Project in Ogallala, which brought together multiple service organizations to create an inclusive community park. On a global level, Lorena continues to serve Rotary through international leadership roles and speaking engagements. On an international level, Lorena serves as Zone Promotion Chair for the 2026 Rotary International Convention in Taipei and helped organize the 40 & Under Forum at the Zone Institute in Ensenada, Mexico. She has also spoken at the Peace Park during the Rotary International Convention in Calgary, reflecting her commitment to global service, peace, and cultural understanding.

Outside of work and service, Lorena is a proud mother to twin boys, Luke and Landon, and lives the Rotary motto of Service Above Self alongside her husband, David.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Daphne is a Client Services Manager with Allen Capital Group, where she has been a dedicated team member since 1996. She earned her Bachelor's Degree in Mathematics and Business Administration from the University of NE at Kearney. Known for her organization, responsiveness, and professionalism, Daphne plays a key role in supporting clients and ensuring a seamless, high-quality experience. Her long-standing commitment to the firm reflects her deep knowledge of the wealth management industry and her genuine care for the clients she serves.

Outside of work, Daphne enjoys spending time with her husband, Tim, and their three children, Alex, Haylee, and Jaden. When she’s not keeping up with her busy family, she loves staying active, following Husker sports, reading and escaping to the mountains during the summer.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Kayla joined Allen Capital Group in April 2016 as a Client Service Associate. You will find her at the front desk in the Grand Island office where she takes pride in creating a great first impression for the company. Kayla welcomes everyone with a friendly smile, a hot cup of coffee, and a chocolate dish that’s never empty. When she’s not greeting clients or answering the telephone, she coordinates schedules for advisors and supports the daily operations of the office.

Kayla earned her Bachelor’s Degree in Elementary Education from the University of Nebraska at Kearney. She and her husband, Nathan, live in Doniphan with their two boys, Grayson and Daxton. Outside of the office she enjoys spending time with her family, attending her boys’ activities, reading, and shopping.

Specialties

• Wealth Planning
• Retirement Income Planning

Office Location

10050 Regency Circle
Suite 500
Omaha, NE 68114

Steven is a CERTIFIED FINANCIAL PLANNER® (CFP®) and joined Allen Capital Group in December 2021. Steven brings over several years of experience as a Wealth Advisor, helping individuals and families bring clarity and confidence to their financial lives. Steven holds an undergraduate degree in Biomedical Engineering, which shaped his analytical, problem-solving approach and allows him to bring a disciplined, data-driven mindset to financial planning and investment strategy. In his role as a Wealth Advisor, he works with both existing and new clients to define what retirement looks like for them, whether that means building confidence in a traditional retirement timeline or creating the opportunity to retire early. Steven helps clients implement thoughtful portfolio management, coordinated estate planning, and tax-efficient strategies, aligning each piece of their financial picture to support long-term goals and protect their legacy.

Steven is happily married to his beautiful wife, Mikalah, and together they are raising their two incredible children, McLain and Finley. The family wouldn’t be complete without their dogs, Thor and Khan. At the heart of everything he does is his family but is also passionate about the outdoors, hunting and fishing, as well as anything competitive or athletic. Steven loves attending Nebraska Track and Field meets, where he gets to reconnect with the sport and relive the glory days of his time as a Division I pole vaulter at the University of Nebraska–Lincoln.

Office Location

10050 REGENCY CIRCLE,
SUITE 500,
OMAHA, NE 68114

Dan Conroy is a wealth advisor and CFP® professional with Allen Capital Group. Through diligent planning, he helps his clients navigate the esoteric waters of the financial world so they can have confidence in their financial journeys. Dan has been involved in developing comprehensive financial plans for clients since Allen Capital Group opened their Omaha office in 2017. He recognizes that no two plans are alike, and each client deserves a plan tailor-fit to their own situation.

Dan received his bachelor’s degree from Colorado State University in 2007 and has lived in Omaha with his wife and two kids since 2013. Dan loves cheering on the Broncos and traveling to the mountains.

Specialties

Trust & Estate Planning

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Laura joined Allen Capital Group in August 2015; as the firm’s Estate Planning Coordinator, she works closely with clients to prepare estate plans that align with their personal circumstances and long-term goals. She also assists with the firm’s compliance efforts. She graduated cum laude from Doane College with a Bachelor of Arts degree with an emphasis in accounting. Before joining Allen Capital Group, she spent 10 years between public accounting and the banking industry.

Laura lives outside of Hastings with her husband, Curtiss, and their three children, twin sons Riley and Logan, and daughter Cassidy. She is deeply committed to her family and values creating meaningful experiences together, often through travel. Outside the office, life is often centered around youth sports, whether she’s coaching, cheering from the sidelines, or serving as team mom across baseball, soccer, volleyball, basketball, and shooting sports.

Specialties

• Wealth Planning
• Retirement Income Planning

Office Location

3540 Prairieview Street
Suite 200
Grand Island, NE 68803

Brad Feik, CFP®, is a Wealth Advisor at Allen Capital Group, where he works closely with individuals, families, and business owners to help them make informed, confident financial decisions. Brad focuses primarily on comprehensive financial planning and investment management, with an emphasis on retirement planning, tax-aware strategies, and long-term wealth accumulation. He is a CERTIFIED FINANCIAL PLANNER™ professional and brings a disciplined, planning-first approach to every client relationship. Brad earned his undergraduate degree from the University of Nebraska – Lincoln and his master’s degree from Doane University. He joined our firm in the fall of 2022.

Brad lives in Grand Island with his wife, Ashley, and their children, Elijah and Addison. Outside of work, he enjoys spending time with family, traveling, staying active, and being involved in the local community. With a passion for helping others plan for what matters most, Brad is committed to building long-term relationships and guiding clients through life’s financial decisions with clarity and care.

Specialties

• Wealth Planning
• Retirement Income Planning

Office Location

3540 Prairiview Street
Suite 200
Grand Island, NE 68803

Ben Hanssen, CFP®, is a Certified Financial Planner® based in Grand Island, Nebraska, with more than 15 years of experience in the financial services industry. Throughout his career, Ben has built a strong reputation for providing thoughtful, disciplined advice tailored to each client’s unique goals and circumstances. He works closely with individuals, families, and business owners to help them make informed decisions around investments, retirement planning, and long-term wealth strategies. Known for his clear communication and client-first approach, Ben focuses on delivering practical guidance designed to support long-term financial confidence and success.

Outside of his professional work, Ben is deeply involved in the Grand Island community and enjoys golfing, fishing, and spending time with his family. He is the proud father of two children, Holden, and Pierce, and shares his life with his partner, Alexandra Stricklin. Together, they enjoy trips to Colorado, playing golf, and family game nights, valuing time spent building memories and staying connected. Ben is also passionate about the game of golf beyond personal play. He actively participates in competitive tournaments and supports the sport at both the club and regional levels. In addition, Ben has previously coached at Grand Island Central Catholic, further demonstrating his commitment to mentorship, teamwork, and community involvement—values that closely align with the dedication and discipline he brings to both his professional and personal pursuits.

Specialties

Investment Management

Office Location

10050 Regency Circle
Suite 500
Omaha, NE 68114

Brian is an Investment Analyst for Allen Capital Group and is responsible for investment research and overall portfolio management. Brian joined the firm in 2019 as a trading specialist and has been in the financial industry since 2015. Brian is a CERTIFIED FINANCIAL PLANNER™ and is also a member of the Financial Planners Association (FPA) of Nebraska. 

As an alumnus of The University of Kansas, Brian is an avid Kansas Basketball fan. He's also passionate about golf, skiing, the Kansas City Chiefs, Creighton basketball, and Nebraska football. Brian and his wife Shannon have two children, Reid and Annie. As a family, they enjoy spending their free time at the lake. The Harmons reside in Gretna, NE.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Janet joined Allen Capital Group in 2013 as Client Services Manager, bringing expertise in financial services, human resources, and community involvement. She is genuinely passionate about building lasting relationships with clients and takes great pride in truly understanding their needs. Janet is dedicated to delivering results-driven solutions that help both clients and colleagues thrive. 

Outside of work, Janet is grateful for the time spent with her growing family, finding joy in the laughter, energy, and endless activities that come with having five grandchildren. When time allows, she loves setting off on spontaneous adventures - whether it's discovering a hidden gem, meeting new faces, or savoring local flavors. A proud native Nebraskan, Janet treasures the ever-changing seasons and the peaceful beauty of living in rural Nebraska, where she enjoys the simple pleasures and quiet rhythms of life in the heart of the Midwest.

Office Location

201 N Spruce St
Ogallala, NE 69153

Specialties

• Wealth Planning
• Retirement Income Planning

Office Location

3540 Prairiview Street
Suite 200
Grand Island, NE 68803

Allie is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor at Allen Capital Group, where she has been serving clients since April 2021. Growing up on a family farm shaped Allie’s strong work ethic and instilled values of integrity, discipline, and long-term planning—principles that guide her professional approach today. She is passionate about building meaningful, trusted relationships and specializes in helping clients maximize their financial success through thoughtful, personalized planning.

Allie earned her bachelor’s degree in Agribusiness from the University of Nebraska at Kearney. As an active member of the community, she currently serves as Treasurer for the Northwest Education Foundation and is a board member of Leadership Unlimited. She previously served as the secretary and president of the Hall County 4-H Council. Allie resides on her family farm in Grand Island with her husband, Nolan, and their children, Jack and Claire. Outside of work, Allie is a dedicated Husker volleyball fan and enjoys baking, tending to her flower beds, and spending quality time together as a family.

Specialties

• Wealth Planning
• Retirement Income Planning
• Trust & Estate Planning
• Retirement Plan Services

Office Location

3540 Prairiview Street
Suite 200
Grand Island, NE 68803

Kent Koch is a Principal and Director of Retirement Plan Solutions at Allen Capital Group, where he has been a member of the firm since 2015.  As an Accredited Investment Fiduciary (AIF®) and Certified Plan Fiduciary Advisor (CPFA®), Kent serves as a fiduciary to retirement plan sponsors, plan committees, and their participants.  His primary responsibilities include advising employer-sponsored retirement plans, supporting ongoing participant education, and helping guide the growth and development of Allen Capital Group’s Retirement Plan Division.  Kent is deeply committed to aligning plan design, governance, and education with each client’s goals.

Kent earned his undergraduate degree from the University of Nebraska – Kearney in 2005 and joined our industry in 2007.  Born and raised in Grand Island, Kent is passionate about serving the people that make our community amazing, and is excited about its continued growth trajectory.  Outside of work, he enjoys singing with his church’s music ministry team and is (nervously) beginning a new hobby of golfing.  Kent and his wife, Kacey, are raising three beautiful daughters—Scarlett, Eleanor, and Vivian—along with three adopted cats who like to think they’re in charge.  Kent's faith and family remains central to his values both personally and professionally.

I love what I do and I’m deeply committed to the realization of my client’s financial goals. Clearly defining financial security, collaborating to build a comprehensive plan, and dedicated focus on controllable risks are key ingredients for long-term success. As a fiduciary, I believe there is no friction between what we do for our clients and what we do for ourselves when the work is done right.

Office Location: 

10050 Regency Circle
Suite 500
Omaha, NE 68114

Blake joined Allen Capital Group as a Wealth Advisor in August 2024, building on experience gained through internships with the firm in 2022 and 2023. A graduate of the University of Nebraska-Lincoln, he earned a Bachelor of Science degree in Finance and Accounting, providing a solid foundation for his role.

Blake holds his Series 65 securities license and is currently pursuing the Certified Financial Planner™ (CFP®) designation, with plans to sit for the CFP® exam in July 2025. His commitment to ongoing professional growth enables him to provide clients with informed, reliable guidance.

Blake is passionate about building relationships and supporting clients in achieving their financial goals. Outside of work, he is an avid runner who recently completed the 2024 Chicago Marathon. He also enjoys following sports and spending quality time with family and friends.

Specialties

• Wealth Planning
• Retirement Income Planning
• Trust & Estate Planning

Office Location

10050 Regency Circle
Suite 500
Omaha, NE 68114

Pam Korth is a senior wealth advisor committed to building lasting relationships based on a foundation of care, trust and transparency. Pam takes the time to listen and understand each client’s unique story as she guides them on their financial journey. As a CPA and CKA (Certified Kingdom Advisor), she offers technical expertise with her values-based guidance to help clients wisely steward their resources and have peace of mind.

Pam grew up on a family farm in Northeast Nebraska. She graduated summa cum laude from Creighton University and has a MBA from UNO. She is a Leadership Omaha alumni and enjoys leading Bible studies and giving back to community. Married to her soul mate, Randy Korth, they are on volunteer staff at Relevant Community Church a put their faith first in all that they do.

Specialties

• Wealth Planning
• Retirement Income Planning
• Trust & Estate Planning

Office Location

10050 Regency Circle
Suite 500
Omaha, NE 68114

With over three decades of experience in wealth management, Randy Korth has established a reputation as a senior wealth advisor dedicated to providing personalized financial strategies that reflect both the unique goals and values of each client. As a CPA and CKA (Certified Kingdom Advisor), Randy assists clients in making informed decisions that align with their faith and their long-term financial objectives.

Randy is married with three sons and four grandchildren who all live in the Omaha area. Outside of professional endeavors, Randy can be found enjoying time on the golf course with friends and family or cheering on his favorite sports teams. He and his wife currently reside on a lake in Valley.

Office Location

10050 REGENCY CIRCLE,
SUITE 500,
OMAHA, NE 68114

Teresa joined Allen Capital Group in February 2021 as a Client Services Manager. In this role, she supports Wealth Advisors by executing client service processes, supporting account openings, client onboarding, and ongoing client relationships with a focus on service, accuracy, and responsiveness. Teresa has over 15 years in the financial industry and is passionate about building strong client relationships and helping clients with their financial goals. 

Born and raised in Omaha, NE, she enjoys cheering on the Huskers, working out, bike riding and spending time with family and friends. Teresa and her husband Tom have 3 children and 4 grandchildren.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Tena joined Allen Capital Group in September 2021 as a Client Services Associate. In this role, she supports Wealth Advisors with file preparation and client service processes and assists with event coordination.

Tena graduated from Central Community College with an Associate Degree. Born and raised in Grand Island, Nebraska, she currently resides near Chapman, Nebraska, with her husband, and together they have six grown children. In her free time, Tena enjoys spending time with family and friends, traveling, relaxing by the beach, and embracing wherever life leads her.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Candice joined Allen Capital Group as a Retirement Plan Operations Specialist in September 2024, supporting the Director of Retirement Plan Solutions and acting as the primary point of contact for our 401(k) plans and clients. She works closely with employers and internal teams to support plan operations and ensure a smooth, responsive client experience. Candice attended the College of Saint Mary and Bellevue University, where she studied Business Administration. Prior to joining ACG, Candice worked for the U.S. Courts in Kansas City as a Human Resources Generalist, gaining valuable experience in employee relations and benefits administration.

Born and raised in Nebraska, she loves all things Huskers! Candice values strong relationships and a sense of community. Outside of work, she enjoys rooting for the KC Chiefs/Royals, working in her yard, reading, and travelling. Candice and her husband have three children and two grandchildren and reside in Hastings.

Office Location

3540 Prairiview Street
Suite 200
Grand Island, NE 68803

Morganne Manivong joined Allen Capital Group in May 2023 and serves as Director of Operations. In this role, she is responsible for overseeing internal operations and supporting the firm’s people, processes, and strategic initiatives. Morganne earned her bachelor’s degree in business administration from the University of Nebraska at Kearney and holds the Society for Human Resource Management Certified Professional (SHRM-CP) designation. Prior to joining Allen Capital Group, she spent more than a decade in the banking industry followed by ten years in human resources, bringing a well-rounded operational and people-focused perspective to the firm.

Active in the community, Morganne serves as a board member for Heartland United Way and CHI Foundation, is a committee member for Leadership Unlimited, and participates on the business advisory committee for Project SEARCH. She previously served as both a board member and board chair for Leadership Unlimited. Her recognitions include being named one of the Grand Island Chamber of Commerce’s Top 35 Under 35, graduating from Leadership Tomorrow Class 27 and Discover Grand Island Class 1, and receiving the inaugural 2023 Grand Island Independent Women’s inSpire Award for Excellence in Large Business. Born and raised in Grand Island, Morganne continues to call it home, where she lives with her husband, Phou, and their son, Kalen.

Specialties

• Wealth Planning
• Retirement Income Planning
• Trust & Estate Planning

Office Location

201 N Spruce St
Ogallala, NE 69153

Phil is a Principal and a Senior Wealth Advisor at Allen Capital Group. He began working at Allen Capital Group in 2014. He is a CERTIFIED FINANCIAL PLANNER™ and has over 18 years of experience working with clients as a wealth advisor. He grew up on a farm in western Nebraska and graduated summa cum laude from the University of Nebraska - Lincoln with a Bachelor of Science degree in Agricultural Economics. He received his Master’s degree in Education from Valparaiso University while teaching at St. Bride School in Chicago and was also a teacher at Papillon-La Vista South High School before becoming a wealth advisor in 2007. 

Phil works closely with his clients to create a comprehensive financial plan for them so they can achieve their financial goals and make informed decisions about their finances. This in turn helps give his clients peace of mind and achieve financial freedom. Phil truly cares about his clients and forms such a deep relationship with them that many of them consider him family or a very close friend who will be there for them and their family through the various stages of life. 

What matters the most to Phil is his Christian faith and his family. He loves spending quality time with his wife, Elishia, and their kids: Adaela, Cullen, and their third child expected in 2026, along with their dog, Arlo. He also has a passion for helping kids and has been a member of TeamMates, Big Brothers Big Sisters and served as the President of the St. Luke’s School Board for several years. He is also an active member of St. Luke’s Church where he has led multiple small group studies.

CPA Services provided by ACG Tax, LLC

Specialties

Tax Planning & Preparation

Business Planning Solutions

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Sasha joined Allen Capital Group in September 2023 as the Director of Tax and Accounting, where she oversees the tax department’s operations and ensures firm processes are both efficient and accurate while delivering high-quality service to clients. She is a graduate of the University of Nebraska at Kearney, where she earned a Bachelor’s degree in Business Administration with an emphasis in Accounting, and has been practicing in public accounting since 2017. Sasha earned her CPA designation in 2021 and her CVA in 2023, and she is known for helping clients navigate complex tax matters and proactive tax planning strategies with clarity and confidence.

Sasha married her high school sweetheart, Casey, in 2019. She was born and raised north of Grand Island, where her family was involved in farming, and she and her husband now live on family farm ground where they were fortunate to build their home. With deep local roots and a strong appreciation for hard work and integrity, Sasha values building long-term relationships with her clients. In her free time, she enjoys traveling with family and friends, fishing, hunting, and reading.

CPA Services provided by ACG Tax, LLC

Specialties

• Trust & Estate Planning
• Tax Planning & Preparation
• Business Planning Solutions

Office Location

3540 Prairiview Street
Suite 200
Grand Island, NE 68803

Jenny Nichol is the Chief Financial Officer and Principal at Allen Capital Group. She joined the firm in 2012 with 10 years of public accounting experience. During her early years at Allen Capital Group, Jenny helped build the firm's tax and estate planning departments. As the firm has grown and evolved over the years, so has her role. Today, Jenny's work centers on the financial foundation of the firm and supporting its continued growth. Jenny earned her CPA designation after completing both her bachelor's degree and master's degree in accounting from the University of Nebraska - Kearney. 

Outside of work, Jenny can be found at Harlan County Lake most weekends from early spring through late fall - and occasionally in the winter if Nebraska weather cooperates! When she's not at the lake, she enjoys spending time with family, especially when she gets the opportunity to play cards. Jenny and her husband, Todd, live in Minden, NE with their four-legged kid, Motley.

Allen Capital Group provides me the opportunity to continually expand on my professional knowledge and skills. Not a week goes by that I don’t learn something new!

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Jen joined Allen Capital Group in December of 2015 as a Client Services Manager, working with Wealth Advisors and clients. She enjoys building strong relationships, values commitment, and believes every client should be treated with the same level of care, concern and respect. Jen places a strong emphasis on communication and strives to ensure clients feel informed and confident throughout the process. She is detail-oriented and believes in doing things right the first time.

Jen resides in Grand Island, Nebraska, with her husband and their two boys. Family is the most important, and she values spending time together embracing a simple, farm-centered lifestyle. Together they enjoy boating, fishing, hunting, working with horses and cattle, riding ATVs—just about anything outdoors. In general, Jen prefers staying busy and she also enjoys watching Husker volleyball and basketball.

Specialties

• Wealth Planning
• Investment Management
• Retirement Income Planning
• Trust & Estate Planning
• Business Planning Solutions
• Foundations & Endowments

Office Location

10050 Regency Circle
Suite 500
Omaha, NE 68114

Travis Portwood is the Chief Investment Officer and Principal at Allen Capital Group. He leads the firm’s investment strategy, security selection, and portfolio construction. Travis joined Allen Capital Group in 2018 after working as a Senior Wealth Advisor at a national advisory firm. With over 25 years of experience, he helps foundations, endowments, corporations, families, and individuals develop disciplined, personalized wealth strategies that fit their goals.

Travis is a Chartered Financial Analyst® (CFA) and a CERTIFIED FINANCIAL PLANNER™ professional. He earned his degree in Business Finance from Wayne State College. He is also a member of the CFA Institute, the CFA Society of Nebraska, and the Financial Planning Association of Nebraska.

Outside the office, Travis enjoys spending time with family. He and his wife, Cindy, live in Bennington, NE, and stay busy keeping up with their daughters, Morgan and Kennedy—whether that means cheering from the stands at basketball and track meets or planning their next family trip. Travis is a lifelong Notre Dame football fan and, thanks to Morgan’s time at the University of Kansas, an enthusiastic Jayhawk basketball supporter as well. When he’s not traveling or at a game, he can usually be found reading or in his workshop, enjoying his favorite hobby: woodworking.

Office Location

10050 REGENCY CIRCLE,
SUITE 500,
OMAHA, NE 68114

Tiffany joined Allen Capital Group in February 2025 as a Client Services Associate. In this role, she supports Wealth Advisors by executing client service processes, assisting with account openings and client onboarding, coordinating scheduling, and supporting firm events. She is passionate about building strong, lasting client relationships.

Tiffany relocated to the area in August 2024 when her husband, Kc, received orders to Offutt Air Force Base. She and her husband live in Council Bluffs, Iowa, with their two daughters and family pets. Outside of work, Tiffany enjoys spending time with her family.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Jessica Sanchez joined Allen Capital Group in 2024 as a Client Services Processor. In her role, she prepares and sends client paperwork, tracks new accounts, opens new accounts, and processes updates and changes as needed. Jessica plays a key role in supporting clients and helping ensure account information is handled accurately and efficiently.

Born and raised in Grand Island, Nebraska, Jessica lives with her husband, Santos, and their three children, Cruz, Mila, and Saint. During the summer months, she and her husband spend much of their time coaching and cheering on their kids as they play baseball and softball. Jessica enjoys staying active with her family and values teamwork both at home and at work.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Chelsea joined Allen Capital Group in September 2023 as a Billing Specialist. In November 2025, she transitioned to the role of Client Services Manager, where she works closely with Wealth Advisors to provide personalized support for clients. Chelsea is passionate about helping others, and her attention to detail ensures that every client receives top-tier service. She takes pride in staying organized and consistently delivering high-quality results. 

Chelsea and her husband, Jake, live in Grand Island, where they are raising their four children. She is deeply involved in her kids’ activities and supports her husband on the family farm. When she finds some downtime, Chelsea enjoys cheering on Husker Volleyball.

Office Location

3540 Prairieview Street,
Suite 200,
Grand Island, NE 68803

Chad Sheffield is a Wealth Advisor at Allen Capital Group. With a Business Finance degree from University of Nebraska at Kearney, an MBA from Bellevue University and over 20 years of banking experience, Chad helps clients manage their investments through tax-efficient portfolio strategies while coordinating retirement and estate planning to protect, grow and transfer wealth with confidence. He understands that every individual, family, and business has a unique financial picture, and finds it rewarding to learn about each client’s specific situation in order to tailor strategies that meet their needs. Chad holds his Series 65 Securities License and is currently working toward his CERTIFIED FINANCIAL PLANNER™ professional designation. 

Outside of work, Chad serves on the Grand Island Economic Development and Chamber of Commerce board. He is a member of Trinity Lutheran Church. Chad loves spending time with his wife and three kids, making memories on family vacations (they’re especially fond of Turks & Caicos and Disney World). Sports are a big part of their family: basketball, golf, track, cross country, softball, competitive swim, volleyball and GBR everything. And while they may spend a small fortune on their dog, Holly, their cat, Boots, and their bunny, Easter, at least they’ve moved on from the whole “fish” thing. Life at home is busy, but filled with laughter, love, and a whole lot of team spirit.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Abbie Siemers has been part of the Allen Capital Group team since 2015, starting her career with the firm as an Accounting Assistant. She holds a Bachelor’s degree in Accounting and manages all payroll and accounts payable, along with supporting financial reporting. Abbie enjoys keeping things organized and takes pride in helping ensure the firm’s financial operations run smoothly.

Abbie lives on a farm in southwest Nebraska with her husband, Ron, and their two children, Jocelyn and Rhett. When she’s not at work, she spends much of her time cheering on her kids in sports and supporting their involvement in 4-H and FFA. She loves farm life and values family, hard work, and community—both at home and in her career.

Specialties

• Retirement Plan Services
• Business Planning Solutions

Office Location

3540 Prairiview Street

Suite 200

Grand Island, NE 68803

Michael Stanton is a Principal at Allen Capital Group and serves as the firm’s Director of Development, where he leads business development initiatives and oversees the Retirement Plan Division. With a strong focus on helping organizations design, implement, and manage effective retirement plans, Michael works closely with business owners, plan sponsors, and committees to deliver strategic, fiduciary-focused solutions. He holds the Accredited Investment Fiduciary® (AIF®) and Certified Plan Fiduciary Advisor® (CPFA®) designations, reflecting his commitment to best practices, fiduciary excellence, and ongoing professional education.

Michael is deeply rooted in the Grand Island community and is a strong believer in serving both clients and the community with integrity and purpose. He is actively involved on numerous local boards and enjoys giving back through civic engagement and leadership. Outside of work, Michael enjoys spending time with his wife, Jessica, and their three sons—Silas, Porter, and Graham—and can often be found on the golf course. His professional approach is grounded in relationships, trust, and a long-term commitment to the individuals and organizations he serves.

Office Location

10050 REGENCY CIRCLE,
SUITE 500,
OMAHA, NE 68114

Trevor joined Allen Capital Group in August 2023 and serves as the firm’s Trading Specialist, supporting portfolio implementation and day-to-day trading operations. Trevor was born and raised in Omaha, NE and attended V.J. and Angela Skutt Catholic High School. 

Trevor earned a bachelor’s degree in business finance with a minor in Financial Planning from the University of Central Oklahoma, where he also competed as a collegiate baseball player. He successfully passed the CFP® examination in March 2025 and will be eligible to use his CFP® marks in August 2026. Outside of the office, Trevor enjoys spending time with friends and family, hunting, playing golf, and cheering on Nebraska football.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Taylor joined Allen Capital Group in 2025 as a Billing Coordinator in the Accounting Department. She holds an Associate’s Degree in Accounting and is responsible for billing and accounts receivable. Taylor supports the firm’s financial operations by helping ensure accurate and timely billing processes. Taylor lives in Ravenna, Nebraska, with her son, Halston, and her fur baby, Luna.

Outside of work, she enjoys spending quality time with her son, reading, relaxing at home with Luna, and soaking up summer days at the lake. She values family, balance, and being part of a supportive team at Allen Capital Group.

Office Location

201 N Spruce St
Ogallala, NE 69153

Mike Tuttle joined the Wealth Advisor team at Allen Capital Group in March 2025. He graduated with a Business degree from Chadron State College. Before joining ACG, Mike was a Principal and Enrolled Agent at a local tax and accounting firm in Ogallala. He is currently working towards his Certified Financial Planner (CFP) designation.

As a Wealth Advisor at ACG, Mike is helping to grow the firm’s Western Nebraska division, specializing in retirement planning, asset management, and personalized investment strategies. Mike frequently leverages these strategies to ensure that clients receive tailored solutions based on their unique financial circumstances and long-term objectives.

Outside of his advisory role, Mike is deeply engaged in his community, serving on local boards like the Keith County Area Development, West Central Nebraska Development District, and, most recently, the Keith County Chamber. Mike and his wife, Rozy, who is a Librarian at the Ogallala High School, raised four children in Ogallala.

Office Location

3540 PRAIRIEVIEW ST,
SUITE 200,
GRAND ISLAND, NE 68803

Julie began her career with ACG in 1998 and brings nearly three decades of service supporting both advisors and clients. She previously served as Customer Service Manager, assisting Wealth Advisors with client service, account openings and funding, onboarding, and relationship management. Today, Julie serves as the firm’s Processing Manager, where she prepares, submits, and tracks all industry forms and procedures across the firm, ensuring accuracy, efficiency, and compliance. She is known for her attention to detail, speed, responsiveness, and commitment to staying current with evolving digital processes and industry best practices.

Born and raised in Grand Island, Julie continues to call it home. Outside of work, she enjoys traveling, reading, and her greatest joy is spending time with her three grown children, her grandson, and her large extended family. Having spent more than half her life at the firm—and more years on the job than some team members have had birthdays—she brings deep knowledge, steady perspective, and good humor to the team.

Specialties

• Wealth Planning
• Retirement Income Planning 
• Trust & Estate Planning

Office Location

10050 Regency Circle

Suite 500

Omaha, NE 68114

Steve is a Principal and Senior Wealth Advisor at Allen Capital Group, bringing nearly three decades of experience to the financial advisory profession. He began his career as a Financial Advisor in 1997 and was one of the original advisors in a nationally successful practice managing more than $1 billion in client assets before joining Allen Capital in 2017. Steve earned a Bachelor of Arts in Finance from Chadron State College and holds the Certified Funds Specialist (CFS) designation. His career has been shaped by a commitment to disciplined planning, thoughtful investment strategy, and long-term client relationships. 

In his current role, Steve focuses on helping individuals and families make confident financial decisions through comprehensive wealth planning and investment management. He is known for his client-first approach, clear communication, and ability to simplify complex financial topics. A native of Storm Lake, Iowa, Steve and his wife, Stava, enjoy an active family life with their son, Ely who attends Texas A&M, and daughter, Maya will be attending the University of Iowa. Together, they enjoy sports, fitness, time on the water, and cheering on the Iowa Hawkeyes and Texas A&M.

Specialties

• Wealth Planning
• Investment Management
• Retirement Income Planning
• Trust & Estate Planning

Office Location

3540 Prairiview Street

Suite 200

Grand Island, NE 68803

Shane Wissmann is a Principal and Senior Wealth Advisor at Allen Capital Group, where he has been helping individuals and families pursue their financial goals since joining the firm in 2018. He specializes in comprehensive wealth management, working closely with clients to design and implement customized strategies aligned with their unique circumstances. Shane is a CERTIFIED FINANCIAL PLANNER™ professional and previously spent nearly 10 years as a financial advisor at a local bank. He earned his degree in business administration from Wayne State College, graduating summa cum laude with a double major in finance and economics and receiving the Outstanding Business Graduate award. Since 2021, Shane has also served as a peer reviewer for the Journal of Financial Planning, contributing to the evaluation of research and thought leadership within the profession.

Raised in the tight-knit community of Bertrand, Nebraska, Shane credits his upbringing with shaping his strong work ethic and sense of personal accountability. He and his wife, Leah, live in Grand Island with their two children and value the relationships they’ve built within the community. In his free time, Shane enjoys golf, Nebraska athletics, motorsports, and spending time with family and friends. He is actively involved locally, currently serving as Treasurer of the Grand Island Public SchoolsFoundation and a board member of the StuhrMuseum Foundation, and has previously served as Treasurer and Ethics Officer for Heartland United Way and President of the Grand Island Kiwanis Club.