Mark Allen, CFP®, MS

Mark Allen is co-founder & CEO of Allen Capital Group.  Before starting Allen Capital Group, Mark was a financial advisor with a large brokerage firm.  Mark received a bachelor’s degree from Doane College, and a master’s degree (MS) in Financial Planning from Texas Tech University.  He is a Certified Financial Planner™ Professional.

Mark is a member of the Financial Planning Association and is former Chairman of the FPA of Nebraska.  He currently serves on the Board of Directors of the Stuhr Museum, the Northwest Education Foundation, and the Grand Island Chamber of Commerce.  He previously has served as Chairman of Goodwill Industries of Greater Nebraska, Chairman of the Heartland United Way, Chairman of the Stewart Nelson Scholarship at Doane University, the Board of Directors of Junior Achievement of Grand Island, the Board of Directors of the Noon Rotary Club in Grand Island, and a founding member of the Texas Tech Personal Financial Planning Alumni Advisory Board.

Mark and his wife Jordan have two daughters and reside in Grand Island, NE.

My passion is to help people navigate the comprehensive issues that they face managing for today and planning for tomorrow. Whether it is business formation and structure, helping to set up an estate plan, or finding the right vehicles to maximize savings, I enjoy engaging people in conversations that step outside of the box. My role is to be at the center of their decades long journey, providing them sound advice along the way.

Contact Mark

Co-founder/CEO
Ext.204
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Our Team

Mark Allen, CFP®, MS

Co-founder/CEO
Ext.204
Email Mark

Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
Ext. 241
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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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Shane Wissmann, CFP®

Senior Wealth Advisor
Ext.215
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Randy Korth, CPA

Senior Wealth Advisor
Ext.239
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Pamela Korth, CPA

Senior Wealth Advisor
Ext.244
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Fred Lockwood, CPA, PFS

Senior Wealth Advisor
Ext.224
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Travis Portwood, CFA, CFP®

Chief Investment Officer
Ext. 216
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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
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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
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Dennis Thomas

Wealth Planner
Email Dennis

Julie Wooden

Operations Manager
Ext.213
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Daphne Brandt

Director of Client Services
Ext.211
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Laura Dill

Compliance Coordinator
Ext.214
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Abbie Siemers

Accounting Specialist
Ext.218
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Keisha Coufal

Billing Associate
Ext.212
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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
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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
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April Witter

Staff Accountant
Ext.251
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Miranda Lowery

Accounting Assistant
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