Allie Beckmann

Allie is a Grand Island native where she grew up on a family farm northeast of Grand Island. This is where she learned early the value of a strong work ethic, building long lasting relationships, and a gratitude of helping others. Allie received her Bachelor’s Degree in Agribusiness from the University of Nebraska at Kearney.

In 2020, she was named as one of Grand Island Chamber’s Top 35 Under 35. Allie is an active member of Young Professionals and a volunteer for Junior Achievement, along with various other community organizations. She currently serves as the secretary of the Hall County 4-H Council. In her spare time, you can find her spending time with friends and family or helping out on the farm with her significant other, Nolan.

“I want to help make a difference in the lives of my clients, both financially and personally. My mission is to help clients attain financial freedom and peace of mind by spending time with them to truly understand their financial picture and achieve their financial goals.”

Contact Allie

Associate Advisor
Email Allie

Our Team

Mark Allen, CFP®, MS

Co-founder/CEO Ext.204 Email Mark

Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor Ext. 241 Email Steve

Phil McBride, CFP®

Senior Wealth Advisor Ext.223 Email Phil

Kent Koch, CLTC

Senior Wealth Advisor Ext.220 Email Kent

Shane Wissmann, CFP®

Senior Wealth Advisor Ext.215 Email Shane

Randy Korth, CPA

Senior Wealth Advisor Ext.239 Email Randy

Pamela Korth, CPA

Senior Wealth Advisor Ext.244 Email Pamela

Fred Lockwood, CPA, PFS

Senior Wealth Advisor Ext.224 Email Fred

Travis Portwood, CFA, CFP®

Chief Investment Officer Ext. 216 Email Travis

Allie Beckmann

Associate Advisor Ext. 254 Email Allie

Jenny Nichol, CPA, MBA

Chief Financial Officer Ext.207 Email Jenny

Jennifer Cook, CPA

Certified Public Accountant Ext.221 Email Jennifer

Terry Meier, CPA

Certified Public Accountant Ext.222 Email Terry

Justin Newland, CPA

Tax Manager Ext. 253 Email Justin

Jeff Hodgen, CPA, CVA

Tax Manager Ext. 229 Email Jeff

Chris Oppliger, CPA

Tax Manager Ext. 245 Email Chris

Michael Stanton

Director of Development Ext.219 Email Michael

Dennis Thomas

Wealth Planner Email Dennis

Julie Wooden

Operations Manager Ext.213 Email Julie

Daphne Brandt

Director of Client Services Ext.211 Email Daphne

Abbie Siemers

Accounting Specialist Ext.218 Email Abbie

Laura Dill

Compliance Coordinator Ext.214 Email Laura

Andrea Schroeder

Estate Planning Associate Ext.252 Email Andrea

Brian Harmon

Trading Specialist Ext.247 Email Brian

Dan Conroy

Client Services Manager Ext.237 Email Dan

Janet Hartmann

Client Services Manager Ext.210 Email Janet

Jen Plummer

Client Services Manager Ext.217 Email Jen

Suzanne Allen

Client Services Manager Ext.205 Email Suzanne

Teresa Laughlin

Client Services Manager Ext.238 Email Teresa

Kayla Buell

Client Service Specialist Ext.225 Email Kayla

Kayla Oltman

Staff Accountant Ext. 234 Email Kayla

April Witter

Staff Accountant Ext.251 Email April

Brandy Woita

Staff Accountant Ext. 255 Email Brandy

Miranda Lowery

Accounting Assistant Ext. 226 Email Miranda

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