AWS Team

Allen Wealth Strategies Team

Our clients place their trust in our team to deliver customized solutions to address their unique needs. Through the power of partnership, we leverage the collective experience and the insight of our entire team to build on today's wealth and to help deliver tomorrow's financial confidence. We believe we set ourselves apart from other financial services firms by simplifying the process for our clients.

Our team of experienced professionals brings knowledge and expertise across multiple disciplines to clients and business owners.

Our Central Values

  • Respect: Every day at Allen Wealth Strategies begins and ends with respect for the clients we serve. We strive to cultivate long-term relationships and pledge to always fulfill our commitments to you.
  • Integrity: The morals we hold within keep us committed to the exceptional service we provide to you.
  • Character: We value exceptional service and open communication within our organization.
  • Honesty: We are committed to providing acts of fairness, sincerity and truthfulness.

We believe we set ourselves apart from other financial services firms by simplifying the process for our clients. Our well-orchestrated approach is to develop an effective, comprehensive strategy to help preserve your wealth and create lasting relationships with multiple generations of our clients.

 

J. Duane Allen, President

dallen@allenwealthstrategies.com

Mission Statement:

Allen Wealth Strategies exists to assist families and business owners in the accumulation and protection of wealth.

Professional Qualifications:

  • 14 time qualifier for John Hancock ACE (Achieving Client Excellence) award
  • Achieved John Hancock Platinum Producer level
  • Qualified for prestigious MDRT (Million Dollar Round Table) producer status for over 15 years. Qualified for both the Court of the Table and Top of the Table Awards.
  • 2015 Most Improved Practice 
  • 2014 Most Improved Practice
  • VantagePointe Financial Group - Mentorship Award 2012

 

Speaking Engagements:

  • 2016 VantagePointe Financial Group - Sacrifices
  • 2013 John Hancock PAC Conference - Strategies for becoming Platinum
  • 2013 VantagePointe Financial - Agency Kick off - Strategies for Platinum
  • 2012 VantagePointe Financial - Strategic Coach Group - Creative Destruction

 

Ken Lundquist, Senior Vice President

klundquist@allenwealthstrategies.com

Mission Statement:

My Mission is to meet with each client to design an investment plan tailored for thier goals and objectives.

Professional Services:

  • Retirement Income Strategies
  • Investment Strategies
  • College Funding Strategies
  • Asset Protection/Life Insurance Strategies
  • Disability/Long Term Care Strategies
  • 401(k)/Employee Benefit Strategies
  • License; 6,7,24,63,65

 

Personal Data:

Ken has been married for over 32 years to his wife Karen and has two beautiful daughters.He enjoys golf, boating and hanigng out with his friends and family at his cottage up north.

Christopher Liphardt, V.P

cliphardt@allenwealthstrategies.com

Mission Statement:

My Mission is to build long term relationships with my clients. I look to partner with them to identify their needs and objectives and to build strategies that can help them obtain their financial goals.

Professional Services:

  • Retirement Income Strategies
  • Investment Strategies
  • College Funding Strategies
  • Asset Protection/Life Insurance Strategies
  • Disability/Long Term Care Strategies
  • 401(k)/Employee Benefit Strategies

 

Linda Kirschke, Financial Strategist

lkirschke@allenwealthstrategies.com

Mission Statement:

My Mission is to carefully identify the needs and objectives of my clients and then present the appropriate strategies to help them reach their financial goals.

Professional Services:

  • Retirement Income Strategies
  • Investment Strategies
  • College Funding Strategies
  • Life Insurance Strategies
  • Asset Accumulation and Protection Strategies

 

James DeHoff, Financial Strategist

jdehoff@allenwealthstrategies.com

Professional Services:

  • Retirement Income Strategies
  • Investment Strategies
  • College Funding Strategies
  • Asset Protection/Life Insurance Strategies
  • Disability/Long Term Care Strategies
  • 401(k)/Employee Benefit Strategies

 

Jacqueline Martin, Director of Operations

jmartin@allenwealthstrategies.com

 

Jax executes the daily operations, marketing, events and client services of Allen Wealth Strategies, while still providing Adminstrative support to Mr. Allen.  She is a proactive problem solver with a passion for growth and learning, and loves to indentify process improvments. Her favorite part of the job is supporting the AWS TEAM with what they love to do. 

Married for over 22 years to her husband Tim, her pride and joy are her two daughters. She holds a Bachelor of Science in Counseling Psychology and enjoys spending her time volunteering, ice skating, writing and mentoring youth in Film and Television.