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 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
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
Keisha Coufal
Billing Associate Ext.212 Email Keisha
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
Andrea Schroeder
Client Services Associate Ext.252 Email Andrea
Kayla Buell
Client Service Specialist Ext.225 Email Kayla
Ryan Spencer
Staff Accountant Ext. 235 Email Ryan
Kayla Oltman
Staff Accountant Ext. 234 Email Kayla
April Witter
Staff Accountant Ext.251 Email April
Miranda Lowery
Accounting Assistant Ext. 226 Email Miranda