Three Local Advisors Join Allen Capital Group’s Omaha Office

Nebraska wealth management firm Allen Capital Group (www.allencapgroup.com) recently added three new advisors to its Omaha location. This expansion represents another step forward in the firm’s rapid, strategic growth and its commitment to a client-centered approach. With these new hires, the Omaha location – which opened its doors at 10050 Regency Circle in September 2017 – now has eight employees.

The new advisors are Travis Portwood, CFA, CFP®; Randy Korth, CPA; and Pamela Korth, CPA. They are deeply experienced local wealth advisors joining Allen Capital Group to help expand the current Omaha location.

After years of working in the industry, Portwood and the Korths saw a parallel philosophy and a refreshing approach in Allen Capital. “Allen Capital Group is a nimble firm in a marketplace that is constantly evolving,” said Randy Korth. “They are true to the ‘client first’ philosophy and allow advisors to execute the principle.”

Supported by their in-depth wealth-planning knowledge, the Korths and Portwood will have access to valuable technology platforms designed to enhance the client experience. In addition, they will be delivering the personalized, trustworthy service for which Allen Capital is known. “Our primary focus and passion is working with clients and providing them with unbiased advice to help them achieve their goals,” said Portwood. “Allen Capital empowers their advisors with an excellent wealth planning platform and the flexibility needed to execute the clients’ plan.”

Allen Capital Group is an SEC Registered Investment Advisor offering comprehensive and unbiased wealth management services to clients across the United States. To learn more about Allen Capital Group, visit www.allencapgroup.com or contact the Omaha office at (402) 932-6300.