Julie Wooden
Julie has been with the firm since 1997. Julie facilitates the new business and ongoing client services process for Allen Capital Group. In this role, she oversees the opening of new accounts, transfers, updates, and ongoing service for clients of the firm.
Julie currently resides in Grand Island, NE with her husband and three children.
I take pride in assisting our advisors and clients to be the most effective, efficient, and successful people they can, while enhancing the reputation of Allen Capital Group.
Contact Julie
Operations Manager
Ext.213
Email Julie
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
Jennifer Cook, CPA
Certified Public Accountant
Ext.221
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Terry Meier, CPA
Certified Public Accountant
Ext.222
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Justin Newland, CPA
Tax Manager
Ext. 253
Email Justin
Jeff Hodgen, CPA, CVA
Tax Manager
Ext. 229
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Justin Pfeil, CPA
Senior Accountant
Ext.230
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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
Dennis Thomas
Wealth Planner
Email Dennis
Julie Wooden
Operations Manager
Ext.213
Email Julie
Daphne Brandt
Director of Client Services
Ext.211
Email Daphne
Laura Dill
Compliance Coordinator
Ext.214
Email Laura
Abbie Siemers
Accounting Specialist
Ext.218
Email Abbie
Keisha Coufal
Billing Associate
Ext.212
Email Keisha
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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Jen Plummer
Client Services Manager
Ext.217
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Suzanne Allen
Client Services Manager
Ext.205
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Teresa Laughlin
Client Services Manager
Ext.238
Email Teresa
Andrea Schroeder
Client Services Associate
Ext.252
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Kayla Buell
Client Service Specialist
Ext.225
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Ryan Spencer
Staff Accountant
Ext. 235
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Kayla Oltman
Staff Accountant
Ext. 234
Email Kayla
April Witter
Staff Accountant
Ext.251
Email April
Miranda Lowery
Accounting Assistant
Ext. 226
Email Miranda