Partnership Announcement

Allworth Financial + High Falls Advisors

Greetings from Rochester, NY

All of us from High Falls Advisors are right where we’ve always been, here in Rochester, NY, though we’ve recently formed an exciting new partnership with Allworth Financial.  

Founded more than 30 years ago by Californians Scott Hanson and Pat McClain, Allworth takes an integrated approach that brings together investment management, tax planning, legacy planning, and insurance guidance under one roof, giving clients a full-picture perspective for confident decision-making. Allworth is committed to client satisfaction, financial well‑being, and personalized service.

As mentioned above, our office remains at 180 S. Clinton Avenue, Suite 300, Rochester, NY 14604. 

You can continue to contact us by phone at (585) 935-5300. We have new email addresses listed under Our Team.

You’ve been redirected to the Allworth Financial website, where you’ll find the entire High Falls Advisors team—ready and excited to continue supporting you. Whether you're planning for the future, navigating life transitions, or working toward your financial goals, we’re here to help every step of the way.

Most importantly, thank you for the trust and confidence you’ve placed in us. We’re honored to continue serving as your partner, advisor, and friend.

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.

Our Team


 

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Kenneth J. Burke

Partner Advisor, CPA/PFS™, CBEC

Kenneth.Burke@AllworthFinancial.com 

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Jennifer E. Vogler

Partner Advisor, JD

Jennifer.Vogler@AllworthFinancial.com 

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James T. Englert

Financial Advisor, CFP®, EA

James.Englert@AllworthFinancial.com 

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James H. McBride

Financial Advisor

James.Mcbride@AllworthFinancial.com 

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Randi Beach

Financial Advisor

Randi.Beach@AllworthFinancial.com 

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Russell J. Mandrino

Financial Advisor

Russell.Mandrino@AllworthFinancial.com 

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Robert S. Granish

Financial Advisor, RICP®

Robert.Granish@AllworthFinancial.com 

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John G. Klee

Financial Advisor, CFP®

John.Klee@AllworthFinancial.com 

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Kevin J. McPherson

Director, Tax Solutions, CPA

Kevin.Mcpherson@AllworthFinancial.com 

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Raechel Taddei

Tax Advisor, EA

Raechel.Taddei@AllworthFinancial.com 

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Jamie M. Bushart

Tax Advisor, CPA

Jamie.Bushart@AllworthFinancial.com 

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Ray Macera

Tax Associate

Ray.Macera@AllworthFinancial.com 

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John W. Littwitz

Resource Consultant, CFP®

John.Littwitz@AllworthFinancial.com

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Carm Sacco

Business Analyst, CFP®

Carmen.Sacco@AllworthFinancial.com 

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Caleb Harris, CFP®

Associate Advisor, CFP®

Caleb.Harris@AllworthFinancial.com 

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Steven Luan

Associate Advisor

Steven.Luan@AllworthFinancial.com 

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Connor Lynch

Associate Advisor

Connor.Lynch@AllworthFinancial.com 

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Robert Vay

Service Associate

Robert.Vay@AllworthFinancial.com 

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Deborah Yeaw

Client Service Representative

Deborah.Yeaw@AllworthFinancial.com 

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Deborah Ferris

Branch Office Administrator

Deborah.Ferris@AllworthFinancial.com 

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