Fred A. Lockwood CPA, PFS
Fred has been involved in the financial services and accounting industry since 1964. He is a graduate of the University of Denver School of Accountancy and is both a Certified Public Accountant and Personal Financial Specialist. Fred has counseled individuals and businesses alike on investment, tax, estate, and financial planning issues. Fred has also prepared corporate and individual tax returns throughout his professional career.
After 16 years as an investment advisor, only two of which have been here, I can say with confidence that Allen Capital Group would be in the top 10th percentile of all independent advisors in regards to the concern for our clients along with doing what’s in their best interest. In my 52 year professional career, I can say that there has not been a better place to be employed than at Allen Capital Group.
Contact Fred
Senior Wealth Advisor
Ext.224
Email Fred
Our Team
Mark Allen, CFP®, MS
Co-founder/CEO
Ext.204
Email Mark
Eric Allen, CFP®, ChFC, CLU
Co-founder
Ext.203
Email Eric
Jenny Nichol, CPA, MBA
Chief Financial Officer
Ext.207
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Travis Portwood, CFA, CFP®
Chief Investment Officer
Ext. 216
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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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Allie Horak, CFP®
Associate Advisor
Ext. 254
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Steven Cahoy
Associate Advisor
Ext. 244
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Brad Feik
Associate Advisor
Ext. 255
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Lyndsey Mathews
Associate Advisor
Ext. 222
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Ben Hanssen
Associate Advisor
Ext.257
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Michael Stanton
Director of Development
Ext.219
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Dennis Thomas
Wealth Planner
Email Dennis
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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Abbie Siemers
Accounting Specialist
Ext.218
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Laura Dill
Estate Plan Coordinator
Ext.214
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Melissa Nelson
Estate Planning Associate
Ext.206
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Andrea Schroeder
Estate Planning Associate
Ext.252
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Brian Harmon
Investment Analyst
Ext.247
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Megan Geiger
Trading Specialist
Ext.236
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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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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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Dan Conroy, CFP®
Client Services Manager
Ext.237
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Teresa Laughlin
Client Services Manager
Ext.238
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Kayla Buell
Client Services Specialist
Ext.225
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Tena Lofing
Client Services Specialist
Ext. 212
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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
Staff Accountant
Ext. 226
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Kelley Kaspar
Staff Accountant
Ext. 235
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