Financial Wellness
Jeffrey Corcoran Glenn, CFP® and Farther are focused on making high-quality financial guidance easier to access. We offer financial wellness support, coaching, and project-based planning built around real needs.
Our personalized approach
After a decade of practicing holistic wealth management at a leading national institution, Jeff brings meaningful experience and a practical, level-headed approach to helping you move forward with clarity.
If you’re uncertain about your next financial step — or simply want a skilled perspective — we’re ready to talk. Our first conversation is straightforward: we learn about your situation, answer your questions, and offer at least one actionable recommendation you can put to work right away.
If partnering together makes sense, we’ll follow up with a tailored proposal. The goal is simple: give you direction, confidence, and a plan that supports the future you’re building.
Ready to take the next step? Let’s start with a conversation.
Nationwide
A new way to deliver financial advice
Wills, trusts, directives, guardianship, and inheritance tax considerations.
Smart income sequencing, Social Security guidance, annuity reviews, pensions, RMDs.
Roth conversions, charitable giving, DAFs, quarterly estimates, tax-efficient income.
Helping families avoid probate surprises and keep estate transfers simple.
Support that meets you where you are
Flexible billing so you get the guidance you need — no more, no less.
Common client questions
Here are some of the questions we hear most often. For concerns unique to your situation, reach out to us and we'll talk through them.
Will I have enough to support the retirement lifestyle I want?
Are my investments working the way they should?
If something happened to me, would my family know what to do next?
Am I paying more in taxes than I should be?
How do I turn my savings into steady, lasting income?
How could future Social Security changes impact me?
The security of your assets is our top priority
Our Team
Jeffrey Glenn
Jeffrey is a CERTIFIED FINANCIAL PLANNER® professional who specializes in assisting individuals approaching or currently in retirement. He builds comprehensive retirement plans coordinating investments, taxes, pensions, Social Security, cash flow, Medicare, insurance, debt management, charitable giving, long-term care, and estate planning. His approach is grounded in the CFP® Board’s standards for education, experience, and ethics. Jeffrey completed his CFP® coursework at James Madison University and earned a B.S. in Engineering from Virginia Tech. He remains committed to ongoing education to ensure his recommendations align with current industry practices. When not working with clients, he enjoys spending time with family, being outdoors, and engaging in technical projects that draw on his engineering roots.
Jeffrey is a CERTIFIED FINANCIAL PLANNER® professional who specializes in assisting individuals approaching or currently in retirement. He builds comprehensive retirement plans coordinating investments, taxes, pensions, Social Security, cash flow, Medicare, insurance, debt management, charitable giving, long-term care, and estate planning. His approach is grounded in the CFP® Board’s standards for education, experience, and ethics. Jeffrey completed his CFP® coursework at James Madison University and earned a B.S. in Engineering from Virginia Tech. He remains committed to ongoing education to ensure his recommendations align with current industry practices. When not working with clients, he enjoys spending time with family, being outdoors, and engaging in technical projects that draw on his engineering roots.
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Surya Aggarwal
Surya supports clients at Farther in achieving their financial goals with efficiency and care.
She previously spent five years in the title and escrow industry, helping clients navigate the home-closing process with ease and confidence. Her dedication to client satisfaction has always been a top priority, ensuring that every individual enjoys a seamless and memorable experience.
Based in Dallas, TX, Surya enjoys spending her free time with friends and family, practicing Pilates, and exploring the city’s many iced coffee spots.
Surya supports clients at Farther in achieving their financial goals with efficiency and care.
She previously spent five years in the title and escrow industry, helping clients navigate the home-closing process with ease and confidence. Her dedication to client satisfaction has always been a top priority, ensuring that every individual enjoys a seamless and memorable experience.
Based in Dallas, TX, Surya enjoys spending her free time with friends and family, practicing Pilates, and exploring the city’s many iced coffee spots.
Margaret Cobb
With two decades of client-facing experience, including seven years in the financial industry, Margaret is committed to building strong relationships and delivering exceptional client service.
Prior to joining Farther, Margaret spent 4.5 years working with high-net-worth clients at TD Ameritrade and Schwab. She is currently pursuing a degree in Finance at Franklin University.
With two decades of client-facing experience, including seven years in the financial industry, Margaret is committed to building strong relationships and delivering exceptional client service.
Prior to joining Farther, Margaret spent 4.5 years working with high-net-worth clients at TD Ameritrade and Schwab. She is currently pursuing a degree in Finance at Franklin University.
Stacey Kirkpatrick
Bringing a strong background in wealth management and financial planning, Stacey is a key member of the Financial Planning team at Farther. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Enrolled Agent, she partners with individuals, families, and business owners to create personalized financial plans that serve as a roadmap for their unique goals and life stages.
Taking a holistic approach, Stacey focuses on tax efficiencies that go beyond traditional investment management. Her ultimate goal is to deliver clarity, confidence, and peace of mind by empowering clients to make informed decisions.
Born in East Texas, Stacey is a longtime resident of the Dallas/Fort Worth metroplex, living there with her husband and daughter. She holds an MBA from the University of Texas at Dallas. In her free time, she enjoys trying new restaurants and gardening.
Bringing a strong background in wealth management and financial planning, Stacey is a key member of the Financial Planning team at Farther. As a CERTIFIED FINANCIAL PLANNER (CFP®) professional and Enrolled Agent, she partners with individuals, families, and business owners to create personalized financial plans that serve as a roadmap for their unique goals and life stages.
Taking a holistic approach, Stacey focuses on tax efficiencies that go beyond traditional investment management. Her ultimate goal is to deliver clarity, confidence, and peace of mind by empowering clients to make informed decisions.
Born in East Texas, Stacey is a longtime resident of the Dallas/Fort Worth metroplex, living there with her husband and daughter. She holds an MBA from the University of Texas at Dallas. In her free time, she enjoys trying new restaurants and gardening.
Ashton Hayes
Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests.
She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning.
Ashton Hayes is a dedicated legal professional with experience in tax law, property disputes, and probate matters. With a client-first approach, she prioritizes clear communication, thorough research, and strategic problem-solving to deliver effective legal solutions. Ashton is committed to navigating complex legal challenges with diligence and integrity, always advocating for her clients’ best interests.
She earned her J.D. and LL.M. in Taxation from The University of Alabama School of Law, following a summa cum laude BA in Criminal Justice and Political Science. Through roles at Dentons Sirote, Alabama Legal Services, the Dallas County Probate Court, and the U.S. District Court for the Northern District of Alabama, Ashton has gained hands-on experience in tax controversies, housing disputes, and estate planning.
Alex Paul
Alex leads a team of professionals dedicated to developing and implementing investment strategies that align with each advisor’s unique client goals and objectives. With more than a decade of experience in portfolio management, investment analysis, and asset allocation strategy, he brings both technical expertise and strategic vision to Farther’s investment approach.
As a CFA® charterholder, Alex specializes in investment due diligence, portfolio optimization, and asset allocation design, with a particular focus on shaping Farther’s capital market outlook and high-level investment strategy.
A graduate of the University of Michigan–Ann Arbor, Alex earned High Honors with degrees in Biochemistry and Economics—an uncommon combination that reflects both his analytical rigor and intellectual curiosity.
Alex leads a team of professionals dedicated to developing and implementing investment strategies that align with each advisor’s unique client goals and objectives. With more than a decade of experience in portfolio management, investment analysis, and asset allocation strategy, he brings both technical expertise and strategic vision to Farther’s investment approach.
As a CFA® charterholder, Alex specializes in investment due diligence, portfolio optimization, and asset allocation design, with a particular focus on shaping Farther’s capital market outlook and high-level investment strategy.
A graduate of the University of Michigan–Ann Arbor, Alex earned High Honors with degrees in Biochemistry and Economics—an uncommon combination that reflects both his analytical rigor and intellectual curiosity.
Vinit Madan
With more than two decades of experience across prominent East Coast investment firms, Vinit Madan brings deep expertise in portfolio management, asset allocation, and risk control. He began his investment career at Gabelli Asset Management (GAMCO) as an equity trader for Mario Gabelli’s mutual funds, where his early exposure to disciplined investing sparked a lasting interest in building thoughtful, well-balanced portfolios.
After earning his MBA from Vanderbilt University with dual concentrations in Finance and Accounting, Vinit joined Ospraie Fund Management, a leading commodity-based hedge fund, as an analyst. He went on to serve as a portfolio manager at both GAMCO and Noble Partners, a Boston-based hedge fund, before joining Morgan Stanley as a portfolio manager from 2016 to 2019. Most recently, he served as Director of Investments at Prime Capital Financial from 2020 to 2025 before joining Farther.
Throughout his career, Vinit has maintained a guiding belief that successful investing is a continuous process of learning, adaptation, and intellectual curiosity.
With more than two decades of experience across prominent East Coast investment firms, Vinit Madan brings deep expertise in portfolio management, asset allocation, and risk control. He began his investment career at Gabelli Asset Management (GAMCO) as an equity trader for Mario Gabelli’s mutual funds, where his early exposure to disciplined investing sparked a lasting interest in building thoughtful, well-balanced portfolios.
After earning his MBA from Vanderbilt University with dual concentrations in Finance and Accounting, Vinit joined Ospraie Fund Management, a leading commodity-based hedge fund, as an analyst. He went on to serve as a portfolio manager at both GAMCO and Noble Partners, a Boston-based hedge fund, before joining Morgan Stanley as a portfolio manager from 2016 to 2019. Most recently, he served as Director of Investments at Prime Capital Financial from 2020 to 2025 before joining Farther.
Throughout his career, Vinit has maintained a guiding belief that successful investing is a continuous process of learning, adaptation, and intellectual curiosity.
