--- title: City Fiduciary Group | Allworth Financial description: City Fiduciary Group | Allworth Financial --- ![Allworth Website_1366x340-2](https://allworthfinancial.com/hs-fs/hubfs/Allworth%20Website_1366x340-2.jpg?width=1366&height=340&name=Allworth%20Website_1366x340-2.jpg "Allworth Website_1366x340-2") [ Until we are fully integrated with Allworth Financial, click here to access your accounts. ](https://allworthfinancial.com/city-fiduciary-group#logins) Greetings! All of us from City Fiduciary Group (CFG) are right where we’ve always been, here in Vancouver and Portland, though we’ve recently formed an exciting new partnership with award-winning Allworth Financial.   Founded over 30 years ago by Northern Californians, Scott Hanson and Pat McClain, Allworth is not only entirely comprised of professionals who mirror our devotion to client satisfaction, financial well-being, and personalized service, but Allworth recently had the “Best in Class” designation bestowed upon it by the National Business Research Institute (NBRI), which ranks it among the most admired brands in the entire financial services industry. As mentioned above, our main office remains located at 1111 Main Street, Suite 700, Vancouver, WA 98660. We will also continue to operate our business and provide you with services from our Portland locations. You can continue to contact our financial planning and investment services offices by phone at (360) 694-0159. If you are looking for CFG Tax Services, please call (360) 693-0137.  We have new email addresses listed below: [Scott.Lowe@allworthfinancial.com](mailto:Scott.Lowe@allworthfinancial.com) [Matt.Pulsipher@allworthfinancial.com](mailto:Matt.Pulsipher@allworthfinancial.com) [Jeff.Brooks@allworthfinancial.com](mailto:Jeff.Brooks@allworthfinancial.com) [Wendi.Ouellette@allworthfinancial.com](mailto:Wendi.Ouellette@allworthfinancial.com) [Kelly.Jandreau@allworthfinancial.com](mailto:Kelly.Jandreau@allworthfinancial.com) [Jerod.Patterson@allworthfinancial.com](mailto:Jerod.Patterson@allworthfinancial.com) [Candace.Stogin@allworthfinancial.com](mailto:Candace.Stogin@allworthfinancial.com) [Heidi.Nutt@allworthfinancial.com](mailto:Heidi.Nutt@allworthfinancial.com) [Rachelle.Lazaroti@allworthfinancial.com](mailto:Rachelle.Lazaroti@allworthfinancial.com) [Amanda.Gehring@allworthfinancial.com](mailto:Amanda.Gehring@allworthfinancial.com) [Demarcus.Watkins@allworthfinancial.com](mailto:Demarcus.Watkins@allworthfinancial.com) [Kirsten.Biddle@allworthfinancial.com](mailto:Kirsten.Biddle@allworthfinancial.com) [Robert.Wilson@allworthfinancial.com](mailto:Robert.Wilson@allworthfinancial.com) [Lauren.Cox@allworthfinancial.com](mailto:Lauren.Cox@allworthfinancial.com) [Tabitha.Johnston@allworthfinancial.com](mailto:Tabitha.Johnston@allworthfinancial.com) [Rebecca.Corey@allworthfinancial.com](mailto:Rebecca.Corey@allworthfinancial.com) You have been redirected to the Allworth Financial website, where you will find all of us from CFG awaiting the opportunity to help you reach your financial and investment goals, and, of course, working together to help you navigate any life transitions. Lastly, we want to thank you for the trust and confidence you have placed in us. With the added resources and technologies introduced by Allworth Financial, we will soon be able to offer you even more services, and each of us at CFG feels honored to be able to continue to serve as your partner, friend, and advisor. Please let us know if you have any questions. We look forward to seeing you soon! You can learn more about our partners at Allworth Financial, [here](https://allworthfinancial.com/).   ## Client Logins [ eMoney Advisor ](https://wealth.emaplan.com/ent/CS/Home) [ SmartVault ](https://my.smartvault.com/secure/SignIn.aspx?ReturnUrl=/users/secure/Home.aspx#_ga=2.38288611.1342568628.1626363297-119940633.1623089126) [ ALBRIDGE Wealth Reporting ](https://wm.mainaccount.com/) [ Charles Schwab ](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx?&kc=y&sim=y) [ Morningstar ](https://fp.morningstar.com/) [ Pershing ](https://www.netxinvestor.com/nxi/login) ### Our Team ![11.4.1.19-Scott Lowe](https://allworthfinancial.com/hubfs/Advisors/11.4.1.19-Scott%20Lowe.jpg) #### Scott Lowe ![11.4.1.15-Matt Pulsipher](https://allworthfinancial.com/hubfs/Advisors/11.4.1.15-Matt%20Pulsipher.jpg) #### Matt Pulsipher ![11.4.1.7-Jeff Brooks](https://allworthfinancial.com/hubfs/Advisors/11.4.1.7-Jeff%20Brooks.jpg) #### Jeff Brooks ![11.4.1.22-Wendi Ouellette](https://allworthfinancial.com/hubfs/Advisors/11.4.1.22-Wendi%20Ouellette.jpg) #### Wendi Ouellette ![11.4.1.11-Kelly Jandreau](https://allworthfinancial.com/hubfs/Advisors/11.4.1.11-Kelly%20Jandreau.jpg) #### Kelly Jandreau ![11.4.1.9-Jerod Patterson](https://allworthfinancial.com/hubfs/Advisors/11.4.1.9-Jerod%20Patterson.jpg) #### Jerod Patterson ![Candace Stogin 400x400](https://allworthfinancial.com/hubfs/Advisors/Candace%20Stogin%20400x400.jpg) #### Candace Stogin ![11.4.1.5-Heidi Nutt](https://allworthfinancial.com/hubfs/11.4.1.5-Heidi%20Nutt.jpg) #### Heidi Nutt ![11.4.1.17-Rachelle Lazaroti](https://allworthfinancial.com/hubfs/11.4.1.17-Rachelle%20Lazaroti.jpg) #### Rachelle Lazaroti ![11.4.1.1-Amanda Gehring](https://allworthfinancial.com/hubfs/11.4.1.1-Amanda%20Gehring.jpg) #### Amanda Gehring ![11.4.2.1-Demarcus Watkins](https://allworthfinancial.com/hubfs/11.4.2.1-Demarcus%20Watkins.jpg) #### Demarcus Watkins ![11.4.2.2-Kirsten Biddle](https://allworthfinancial.com/hubfs/11.4.2.2-Kirsten%20Biddle.jpg) #### Kirsten Biddle ![11.4.2.4-Rob (Robert) Wilson](https://allworthfinancial.com/hubfs/11.4.2.4-Rob%20(Robert)%20Wilson.jpg) #### Robert Wilson ![11.4.1.13-Lauren Cox](https://allworthfinancial.com/hubfs/11.4.1.13-Lauren%20Cox.jpg) #### Lauren Cox ![11.4.1.20-Tabitha Johnston](https://allworthfinancial.com/hubfs/11.4.1.20-Tabitha%20Johnston.jpg) #### Tabitha Johnston ![11.4.2.3-Rebecca Corey](https://allworthfinancial.com/hubfs/11.4.2.3-Rebecca%20Corey.jpg) #### Rebecca Corey ![11.4.1.3-Christina Brooks](https://allworthfinancial.com/hubfs/11.4.1.3-Christina%20Brooks.jpg) #### Christina Brooks © 1993-2026, Allworth Financial. All rights reserved. - [![Linkdin Logo](https://allworthfinancial.com/hubfs/images/socials/linkedin%20(2).svg)](https://www.linkedin.com/company/allworth) - [![Twitter X Logo](https://allworthfinancial.com/hubfs/images/socials/square-x-twitter%20(2).svg)](https://twitter.com/AllworthRetire) - [![Facebook Logo](https://allworthfinancial.com/hubfs/images/socials/facebook%20(2).svg)](https://www.facebook.com/AllworthFinancial) - [![Youtube Logo](https://allworthfinancial.com/hubfs/images/socials/youtube%20(2).svg)](https://www.youtube.com/channel/UCi3mTR9DpHN8-capxwC6o2w) [Privacy Policy](https://allworthfinancial.com/disclosures/#privacy-policy)   |    [Disclosures](https://allworthfinancial.com/disclosures)   |    Cookie Preferences   |    Do Not Sell or Share My Personal Information   Advisory services offered through Allworth Financial, a Registered Investment Advisor | [Disclosures](https://allworthfinancial.com/disclosures) | [Privacy Policy](https://allworthfinancial.com/disclosures/#privacy-policy) Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on [FINRA's BrokerCheck.](https://brokercheck.finra.org/) HMRN Insurance Agency, LLC license #0D34087 1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.  2 Retention Rate Source: Allworth Internal Data, FY 2022 3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.  4 As of 1/1/2025, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $26 billion in total assets under management and administration.  *5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. * 6  2021 Value of an Advisor Study / Russel Investments *7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.* *8 **USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.* *9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.* ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry. ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization. †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.  Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. **Important Information** The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such. Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice. The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.