Steve Wilbur

Steve is a Managing Partner and Senior Wealth Advisor at Allen Capital. Before starting with Allen Capital Group, Steve was one of the original advisors in a nationally successful advisory practice with assets in excess of one billion dollars.

Steve graduated from Chadron State College in Nebraska with a Bachelor of Arts in Finance and started his career as a Financial Advisor in 1997. Steve is a Certified Funds Specialist (CFS).

Steve is a native of Storm Lake, IA and graduated from Storm Lake Senior High School. He was a 4 time State Qualifier in wrestling and placed 5th his junior year and 2nd his senior year. He attended the Business Horizons workshop his junior year of High School and won a top achievement award for his team’s business plan. Steve received a scholarship to Chadron State College for wrestling, which he did for 2 years. His junior year, he received a scholarship to become an admissions ambassador to the college and was also a resident advisor for two years at Andrews Hall for a floor of 50 guys.

Steve married his beautiful wife Stava in October of 1998. They enjoy spending time with their son, Ely, and their daughter, Maya. Together they enjoy leading an active lifestyle including: sports, water sports, golf, fitness, and cheering on the Iowa Hawkeyes!

Contact Steve

Managing Director/Senior Wealth Advisor
(402) 932-6641
Email Steve

Our Team

Mark Allen, CFP®, MS

Co-founder/CEO Ext.204 Email Mark

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

Chris Oppliger, CPA

Tax Manager Ext. 245 Email Chris

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

Andrea Schroeder

Estate Planning Associate Ext.252 Email Andrea

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

Kayla Buell

Client Service Specialist Ext.225 Email Kayla

Kayla Oltman

Staff Accountant Ext. 234 Email Kayla

April Witter

Staff Accountant Ext.251 Email April

Brandy Woita

Staff Accountant Ext. 255 Email Brandy

Miranda Lowery

Accounting Assistant Ext. 226 Email Miranda

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