Hi, I’m Allen — for over twenty-five years I've helped individuals and families in the Midwest make confident wealth management decisions during some of life’s biggest transitions. If you're preparing for retirement, or navigating life after divorce or inheritance — you deserve a partner who ...more

Hi, I’m Allen — for over twenty-five years I've helped individuals and families in the Midwest make confident wealth management decisions during some of life’s biggest transitions. If you're preparing for retirement, or navigating life after divorce or inheritance — you deserve a partner who can help you move forward with clarity and trust. Making things as simple as possible is important. Who I work with: • Retirees and pre-retirees (50+) who want to turn their savings into lifelong income • Divorced or surviving spouses facing and embracing new lifestyle and financial responsibilities • Doctors and chiropractors with growing practices • Real estate investors, agents, and auctioneers that need help with facilitating 1031 exchange solutions • Nonprofit and endowments that are looking for help with managing assets, education, and guidance What I bring: ✔️ Down-to-earth, no-fluff conversations ✔️ Personalized financial roadmaps ✔️ Institutional quality investment management strategies utilizing cutting edge technology ✔️ Tax-smart retirement & income planning ✔️ Legacy & estate planning collaboration ✔️ Institutional level team and resources for nonprofits and endowments While I’m your lead advisor, I’m supported by a well-equipped staff. I’m part of the Corderman, Kohrmann Team at Farther — which means clients have access to a deep bench of professionals including CFPs, CFAs, an Institutional nonprofit/endowment team, and a dedicated trust & estate planning team. We also collaborate with Farther’s broader national advisor team to bring in the right specialists if you have a unique situation. I’m based in the Midwest and work in-person, or virtually, with clients across Kansas, as well as with clients in Missouri and surrounding areas. 📩 Ready to start building your financial future? Let’s connect. Send me a DM here on LinkedIn. I read every single one.less