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.