Our focus on high-quality client services combined with comprehensive financial solutions would not be possible without the expertise and commitment of each member of our team.

Mark Allen, CFP®, MS

Co-founder/CEO
Ext.204
Email Mark

Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
(402) 932-6641
Email Steve

Travis Portwood, CFA, CFP®

Chief Investment Officer
(402) 502-1777
Email Travis

Phil McBride, CFP®

Senior Wealth Advisor
Ext.223
Email Phil

Kent Koch, CLTC

Senior Wealth Advisor
Ext.220
Email Kent

Randy Korth, CPA

Senior Wealth Advisor
Ext.239
Email Randy

Fred Lockwood, CPA, PFS

Senior Wealth Advisor
Ext.224
Email Fred

Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
Email Pamela

Shane Wissmann, CFP®

Senior Wealth Advisor
Ext.215
Email Shane

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

Terry Meier, CPA

Certified Public Accountant
Ext.222
Email Terry

Abbie Siemers

Accounting Specialist
Ext.218
Email Abbie

Laura Dill

Compliance Coordinator
Ext.214
Email Laura

Keisha Coufal

Billing Associate
Ext.212
Email Keisha

Brian Harmon

Trading Specialist
Ext.247
Email Brian

Julie Wooden

Operations Manager
Ext.213
Email Julie

Andrea Schroeder

Client Operations Associate
Ext.252
Email Andrea

Dan Conroy

Client Services Manager
Ext.237
Email Dan

Daphne Brandt

Director of Client Services
Ext.211
Email Daphne

Gisela Barnett

Client Services Manager
Ext.238
Email Gisela

Janet Hartmann

Client Services Manager
Ext.210
Email Janet

Jen Plummer

Client Services Manager
Ext.217
Email Jen

Jennifer Cook, CPA

Certified Public Accountant
Ext.221
Email Jennifer

Kayla Buell

Client Service Specialist
Ext.225
Email Kayla

Suzanne Allen

Client Services Manager
Ext.205
Email Suzanne

Jeff Hodgen, CPA, CVA

Tax Manager
Ext. 229
Email Jeff

Justin Newland, CPA

Tax Manager
Ext. 253
Email Justin

Ellen Jank

Staff Accountant
Ext. 231
Email Ellen

Kayla Oltman

Staff Accountant
Ext. 234
Email Kayla

Ryan Spencer

Staff Accountant
Ext. 235
Email Ryan

April Witter

Staff Accountant
Ext.251
Email April

Miranda Lowery

Accounting Assistant
Ext. 225
Email Miranda

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