Fred A. Lockwood CPA, PFS
Fred has been involved in the financial services and accounting industry since 1964. He is a graduate of the University of Denver School of Accountancy and is both a Certified Public Accountant and Personal Financial Specialist. Fred has counseled individuals and businesses alike on investment, tax, estate, and financial planning issues. Fred has also prepared corporate and individual tax returns throughout his professional career.
After 16 years as an investment advisor, only two of which have been here, I can say with confidence that Allen Capital Group would be in the top 10th percentile of all independent advisors in regards to the concern for our clients along with doing what’s in their best interest. In my 52 year professional career, I can say that there has not been a better place to be employed than at Allen Capital Group.
Contact Fred
Senior Wealth Advisor
Ext.224
Email Fred
Our Team
Mark Allen, CFP®, MS
Co-founder/CEO
Ext.204
Email Mark
Eric Allen, CFP®, ChFC, CLU
Co-founder
Ext.203
Email Eric
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
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Dennis Thomas
Wealth Planner
Email Dennis
Josh Ream
Wealth Protection Specialist
Ext.245
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Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
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Michael Stanton
Director of Development
Ext.219
Email Michael
Terry Meier, CPA
Certified Public Accountant
Ext.222
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Abbie Siemers
Accounting Assistant
Ext.218
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Laura Dill
Compliance Coordinator
Ext.214
Email Laura
Jen Plummer
Client Services Manager
Ext.217
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Brian Harmon
Trading Specialist
Ext.247
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Dan Conroy
Client Services Manager
Ext.237
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Janet Hartmann
Client Services Manager
Ext.210
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Jennifer Cook, CPA
Certified Public Accountant
Ext.221
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Daphne Brandt
Director of Client Services
Ext.211
Email Daphne
Suzanne Allen
Client Services Manager
Ext.205
Email Suzanne
Julie Wooden
Operations Manager
Ext.213
Email Julie
Kayla Buell
Client Service Specialist
Ext.225
Email Kayla
Gisela Barnett
Client Services Manager
Ext.238
Email Gisela
