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
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