
Allie Beckmann
Allie is a Grand Island native where she grew up on a family farm northeast of Grand Island. This is where she learned early the value of a strong work ethic, building long lasting relationships, and a gratitude of helping others. Allie received her Bachelor’s Degree in Agribusiness from the University of Nebraska at Kearney.
In 2020, she was named as one of Grand Island Chamber’s Top 35 Under 35. Allie is an active member of Young Professionals and a volunteer for Junior Achievement, along with various other community organizations. She currently serves as the secretary of the Hall County 4-H Council. In her spare time, you can find her spending time with friends and family or helping out on the farm with her significant other, Nolan.
“I want to help make a difference in the lives of my clients, both financially and personally. My mission is to help clients attain financial freedom and peace of mind by spending time with them to truly understand their financial picture and achieve their financial goals.”
Contact Allie
Associate Advisor
Ext.254
Email Allie
Our Team
Mark Allen, CFP®, MS
Co-founder/CEO
Ext.204
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Eric Allen, CFP®, ChFC, CLU
Co-founder
Ext.203
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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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Allie Beckmann
Associate Advisor
Ext. 254
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Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
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Jennifer Cook, CPA
Certified Public Accountant
Ext.221
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Jeff Hodgen, CPA, CVA
Tax Manager
Ext. 229
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Justin Newland, CPA
Tax Manager
Ext. 253
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Chris Oppliger, CPA
Tax Manager
Ext. 245
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Michael Stanton
Director of Development
Ext.219
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Dennis Thomas
Wealth Planner
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Julie Wooden
Operations Manager
Ext.213
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Daphne Brandt
Director of Client Services
Ext.211
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Abbie Siemers
Accounting Specialist
Ext.218
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Laura Dill
Compliance Coordinator
Ext.214
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Andrea Schroeder
Estate Planning Associate
Ext.252
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Dan Conroy
Client Services Manager
Ext.237
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Teresa Laughlin
Client Services Manager
Ext.238
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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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Kayla Buell
Client Service Specialist
Ext.225
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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
Ext. 226
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