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
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Phil McBride, CFP®
Senior Wealth Advisor
Ext.223
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Kent Koch, CLTC
Senior Wealth Advisor
Ext.220
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Randy Korth, CPA
Senior Wealth Advisor
Ext.239
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Fred Lockwood, CPA, PFS
Senior Wealth Advisor
Ext.224
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Pamela Korth, CPA
Senior Wealth Advisor
Ext.244
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Shane Wissmann, CFP®
Senior Wealth Advisor
Ext.215
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Dennis Thomas
Wealth Planner
Email Dennis
Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
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Michael Stanton
Director of Development
Ext.219
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Terry Meier, CPA
Certified Public Accountant
Ext.222
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Abbie Siemers
Accounting Specialist
Ext.218
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Laura Dill
Compliance Coordinator
Ext.214
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Keisha Coufal
Billing Associate
Ext.212
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Brian Harmon
Trading Specialist
Ext.247
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Julie Wooden
Operations Manager
Ext.213
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Andrea Schroeder
Client Operations Associate
Ext.252
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Dan Conroy
Client Services Manager
Ext.237
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Daphne Brandt
Director of Client Services
Ext.211
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Gisela Barnett
Client Services Manager
Ext.238
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Janet Hartmann
Client Services Manager
Ext.210
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Jen Plummer
Client Services Manager
Ext.217
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Jennifer Cook, CPA
Certified Public Accountant
Ext.221
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Kayla Buell
Client Service Specialist
Ext.225
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Suzanne Allen
Client Services Manager
Ext.205
Email Suzanne