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.

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Our Team

Mark Allen, CFP®, MS

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Jenny Nichol, CPA, MBA

Chief Financial Officer
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Travis Portwood, CFA, CFP®

Chief Investment Officer
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Steve Wilbur, CFS

Managing Director/Senior Wealth Advisor
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Phil McBride, CFP®

Senior Wealth Advisor
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Kent Koch, CLTC

Senior Wealth Advisor
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Shane Wissmann, CFP®

Senior Wealth Advisor
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Randy Korth, CPA

Senior Wealth Advisor
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Pamela Korth, CPA

Senior Wealth Advisor
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Fred Lockwood, CPA, PFS

Senior Wealth Advisor
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Allie Horak, CFP®

Associate Advisor
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Steven Cahoy

Associate Advisor
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Brad Feik

Associate Advisor
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Lyndsey Mathews

Associate Advisor
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Michael Stanton

Director of Development
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Dennis Thomas

Wealth Planner
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Jennifer Cook, CPA

Certified Public Accountant
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Jeff Hodgen, CPA, CVA

Tax Manager
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Justin Newland, CPA

Tax Manager
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Chris Oppliger, CPA

Tax Manager
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Abbie Siemers

Accounting Specialist
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Laura Dill

Estate Plan Coordinator
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Andrea Schroeder

Estate Planning Associate
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Brian Harmon

Investment Analyst
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Megan Geiger

Trading Specialist
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Julie Wooden

Operations Manager
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Daphne Brandt

Director of Client Services
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Janet Hartmann

Client Services Manager
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Jen Plummer

Client Services Manager
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Suzanne Allen

Client Services Manager
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Dan Conroy

Client Services Manager
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Teresa Laughlin

Client Services Manager
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Kayla Buell

Client Service Specialist
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Tena Lofing

Client Services Associate
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Kayla Oltman

Staff Accountant
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April Witter

Staff Accountant
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Miranda Lowery

Staff Accountant
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Kelley Kaspar

Staff Accountant
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