Meet the Team
Our LocationsSelect one of our locations below.
Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Chesterfield | Elkhart | Grandville | Holland | Kent City | Marshall | Mequon | Monticello | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita
One Heritage Dr., Suite 420, Southgate, MI 48195
Executive Administrative Assistant
Jacqueline MartinJax executes the daily operations, marketing, events and client services of Allen Wealth Strategies, while still providing administrative support to Mr. Allen. She is a proactive problem solver with a passion for growth and learning, and loves to identify process improvements. 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.
Strategic Account Manager
Christopher LiphardtMission 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 will help them obtain their financial goals.
Retirement Income Strategies
College Funding Strategies
Asset Protection/Life Insurance Strategies
Disability/Long Term Care Strategies
401ks/Employee Benefit Strategies
Allen Wealth Strategies Unique Capabilities Team
Allen Wealth Strategies, a member of VantagePointe Financial Group, offers unprecedented access to experienced professionals in all areas of customized case design. Associates develop solutions for clients from a wide range of products, enabling them to customize proposed financial strategies for their specific client scenario.
Kenneth LundquistProfessional 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
Ken has been married for over 32 years to his wife Karen and has two beautiful daughters. He enjoys golf, boating and hanging out with his friends and family at his cottage up north.