As the Chief Investment Officer (CIO), I am responsible for leading the firm’s investment strategy, individual securities research and portfolio management efforts. With over 20 years of experience in the financial services industry, I work with individuals, charitable foundations and corporations to create customized investment and wealth management solutions based on their specific needs and objectives. Prior to joining the Allen Capital Group, I was a Sr. Wealth advisor with a successful national advisory firm. I have a bachelor’s degree in Business Finance from Wayne State College in Wayne, Nebraska. I have obtained the Chartered Financial Analyst (CFA) designation and am a member of