Specialties
- Wealth Planning
- Retirement Income Planning
- Trust & Estate Planning
Office Location
201 N Spruce St
Ogallala, NE 69153
Phil is a Principal and a Senior Wealth Advisor at Allen Capital Group. He began working at Allen Capital Group in 2014. He is a CERTIFIED FINANCIAL PLANNER™ and has over 18 years of experience working with clients as a wealth advisor. He grew up on a farm in western Nebraska and graduated summa cum laude from the University of Nebraska - Lincoln with a Bachelor of Science degree in Agricultural Economics. He received his Master’s degree in Education from Valparaiso University while teaching at St. Bride School in Chicago and was also a teacher at Papillon-La Vista South High School before becoming a wealth advisor in 2007.
Phil works closely with his clients to create a comprehensive financial plan for them so they can achieve their financial goals and make informed decisions about their finances. This in turn helps give his clients peace of mind and achieve financial freedom. Phil truly cares about his clients and forms such a deep relationship with them that many of them consider him family or a very close friend who will be there for them and their family through the various stages of life.
What matters the most to Phil is his Christian faith and his family. He loves spending quality time with his wife, Elishia, and their kids: Adaela, Cullen, and their third child expected in 2026, along with their dog, Arlo. He also has a passion for helping kids and has been a member of TeamMates, Big Brothers Big Sisters and served as the President of the St. Luke’s School Board for several years. He is also an active member of St. Luke’s Church where he has led multiple small group studies.