Our Team | Allworth Financial

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Our Team

At our core, Allworth Financial believes education, transparency, and straightforward guidance are the key to a truly rich and meaningful retirement. Our financial advisors and leadership team are an embodiment of this philosophy. Explore their backgrounds below.

ADVISORS
LEADERSHIP

Adam Kint of Allworth Financial

CFP^®

Roseville, CA

Adam Peters of Allworth Financial

CFP^®, ChFC^®

Denver, CO

Alex Scott of Allworth Financial

CFP^®, RICP^®, ChFC^®

Cincinnati, OH

Allegra Swan of Allworth Financial

CFP^®

San Jose, CA

Amy Bertle of Allworth Financial

CFP^®

Denver, CO

Andrew Kessler of Allworth Financial

CFP^®, MBA

Walnut Creek, CA

Andy Shafer of Allworth Financial

ChFC^®, AAMS^®

Cincinnati, OH

Austin McDaniel of Allworth Financial

Austin McDaniel

MBA, CFA , CFP^®

Albuquerque, NM

Barbara Healy of Allworth Financial

CFP^®, CRPC^®

Roseville, CA

Beau McGuire of Allworth Financial

CFP^®

Roseville, CA

Bill Schretter of Allworth Financial

CFP^®

Cincinnati, OH

Blake Davelaar of Allworth Financial

CFP^®

Tucson, AZ

Bob Benyamin of Allworth Financial

CFP^®

Roseville, CA

Bob Frater of Allworth Financial

CFP^®

Houston, TX

Bob Sponseller of Allworth Financial

ChFC^®

Cincinnati, OH

Bret Butcher of Allworth Financial

CFP^®, MBA

Seattle, WA

Brian James of Allworth Financial

CFP^®

Cincinnati, OH

Brian Murphy of Allworth Financial

AIF^®

Tucson, AZ

Britton Riley of Allworth Financial

CFP^®

Cincinnati, OH

Carol Novak of Allworth Financial

CFP®^®, MBA

Bel Air, MD

Cheyenne Walker of Allworth Financial

Cheyenne Walker

CFP^®

Santa Rosa, CA

Chris Brown of Allworth Financial

CFP^®

Houston, TX

Chris Giordano of Allworth Financial

AIF^®

Los Gatos, CA

Chris Grellas of Allworth Financial

CFP^®, MSFA

Sacramento, CA

Dan Novak of Allworth Financial

CFP^®

Bel Air, MD

Dan Rausch of Allworth Financial

CFP^®, MBA, CPA

Grandville, MI

David Bastoni of Allworth Financial

BFA™

Folsom, CA

David L. Johanson of Allworth Financial

CFP^®, CIMA^®, CPWA^®, EA^®

Campbell, CA

David Schauer of Allworth Financial

CFP^®, CFA, MSFA

Sacramento, CA

Davis Blomquist of Allworth Financial

Davis Blomquist

CFP^®

Folsom, CA

Dean Baumgartner of Allworth Financial

Dean Baumgartner

RICP^®

Grandville, MI

Deanna Purvis of Allworth Financial

CFP^®

Cincinnati, OH

Dexter Lamb of Allworth Financial

St. Louis, MO

Dhanise Pagulayan of Allworth Financial

Dhanise Pagulayan

CFP^®

Folsom, CA

Donella Winkler of Allworth Financial

Donella Winkler

CFP^®

Durham, NC

Eric Chetwood of Allworth Financial

CFP^®

Durham, NC

Eric Henry of Allworth Financial

CFP^®

Sacramento, CA

Evan McGrath of Allworth Financial

CRPC^®

Addison, TX

Glenn Downs of Allworth Financial

CFS^®

Cincinnati, OH

Hugh B. Phillips of Allworth Financial

Hugh B. Phillips

CFP^®, CFS^®, ChFC^®

Fairfield, CA

Jeffrey DeBoer of Allworth Financial

ChFC^®

Roseville, CA

Jill Pivato of Allworth Financial

CFP^®, CDFA^®, ChFC^®

Kennesaw, GA

Joe Kopczynski of Allworth Financial

Albuquerque, NM

John Horseman of Allworth Financial

St. Louis, MO

John Ohmer of Allworth Financial

CFP^®

Larkspur, CA

Joshua Jacobi Garcia of Allworth Financial

Joshua Jacobi Garcia

CFP^®

Addison, TX

Joyce Kesselring of Allworth Financial

Joyce Kesselring

CFP^®

Cincinnati, OH

Keith DeGreen of Allworth Financial

CFP^®

Phoenix, AZ

Kelly Richards of Allworth Financial

Scottsdale, AZ

Kevin Duffy of Allworth Financial

CFP^®, MSF

Sacramento, CA

Kirk Hudson of Allworth Financial

MBA, CFA

Albuquerque, NM

Lauren Williams of Allworth Financial

Lauren Williams

CFP^®, CRPC^®, MBA

Roseville, CA

Laurie Kyro of Allworth Financial

CFP^®, CFS^®

Roseville, CA

Mark Shone of Allworth Financial

CFP^®

Walnut Creek, CA

Matt Christl of Allworth Financial

CFP^®

Folsom, CA

Matthew Keller of Allworth Financial

CFP^®

Albuquerque, NM

Michael Coates of Allworth Financial

CFP^®

Cincinnati, OH

Michael Demko of Allworth Financial

San Jose, CA

Michelle Disney of Allworth Financial

Michelle Disney

CFP^®

Durham, NC

Pat Henry of Allworth Financial

CFP^®

Sacramento, CA

Paul Culbertson of Allworth Financial

Paul Culbertson

CFP^®

Houston, TX

Quinn Carlsen of Allworth Financial

CFP^®

Folsom, CA

Richard Gross of Allworth Financial

CFP^®, CMFC^®, MBA

Walnut Creek, CA

Richard Mayer of Allworth Financial

CFP^®, MBA, ChSNC^®

Cincinnati, OH

Robert Gecker of Allworth Financial

CRPC^®

Addison, TX

Ron Howard of Allworth Financial

San Jose, CA

Sam DeGreen of Allworth Financial

Phoenix, AZ

Scott Ebert of Allworth Financial

CFP^®

Denver, CO

Sean Murray of Allworth Financial

CFP^®, CFS^®

Sacramento, CA

Shane O’Brien of Allworth Financial

Addison, TX

Stephanie Bemerer of Allworth Financial

Stephanie Bemerer

ChFC^®

Cincinnati, OH

Stephanie Motzkus of Allworth Financial

Stephanie Motzkus

CFP^®, AAMS^®

Larkspur, CA

Steve Burnett of Allworth Financial

CFP^®

Sacramento, CA

Steve Hruby of Allworth Financial

CFP^®

Cincinnati, OH

Steve Sprovach of Allworth Financial

CFP^®

Cincinnati, OH

Tad Doughty of Allworth Financial

ChFC^®, CFS^®

Roseville, CA

Ted Smalling of Allworth Financial

CFP^®, MBA

Sacramento, CA

Terry Muchler of Allworth Financial

AIF^®, CTEP^®

Dansville, NY

Andy Stout of Allworth Financial

Chief Investment Officer

Barry Greenberg of Allworth Financial

Barry Greenberg

General Counsel

Addison, TX

Brad Boekestein of Allworth Financial

Brad Boekestein

Executive Vice President of Marketing

Cathy Carry of Allworth Financial

Vice President of Human Resources

Chris Oddy of Allworth Financial

Chief Financial Officer

Corey Gamble of Allworth Financial

Chief Compliance Officer

Darla Sipolt of Allworth Financial

Executive Vice President of Retail Growth

Jeff Baumert of Allworth Financial

EVP Financial Services

John Bentley of Allworth Financial

Sr. Vice President

Michael Mouriski of Allworth Financial

Michael Mouriski

Vice President of Tax Solutions

Pat McClain of Allworth Financial

Co-Founder and Senior Partner

Pete Engelken of Allworth Financial

Chief Operating Officer

Scott Collins of Allworth Financial

SVP Business Development

Scott Hanson of Allworth Financial

Co-Founder and Senior Partner