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
(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
Email Shane
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
Email Michael
Terry Meier, CPA
Certified Public Accountant
Ext.222
Email Terry
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
Julie Wooden
Operations Manager
Ext.213
Email Julie
Andrea Schroeder
Client Operations Associate
Ext.252
Email Andrea
Dan Conroy
Client Services Manager
Ext.237
Email Dan
Daphne Brandt
Director of Client Services
Ext.211
Email Daphne
Gisela Barnett
Client Services Manager
Ext.238
Email Gisela
Janet Hartmann
Client Services Manager
Ext.210
Email Janet
Jen Plummer
Client Services Manager
Ext.217
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Jennifer Cook, CPA
Certified Public Accountant
Ext.221
Email Jennifer
Kayla Buell
Client Service Specialist
Ext.225
Email Kayla
Suzanne Allen
Client Services Manager
Ext.205
Email Suzanne