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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.

 

Adam Kint of Allworth Financial
Adam Kint
CFP®
Roseville, CARoseville, CA
Adam Peters of Allworth Financial
Adam Peters
CFP®, ChFC®
Denver, CODenver, CO
Alex Scott of Allworth Financial
Alex Scott
CFP®, RICP®, ChFC®
Blue Ash, OHBlue Ash, OH
Allegra Swan of Allworth Financial
Allegra Swan
CFP®
Campbell, CACampbell, CA
Amy Bertle of Allworth Financial
Amy Bertle
CFP®
Denver, CODenver, CO
Andy Shafer of Allworth Financial
Andy Shafer
ChFC®, AAMS®
Blue Ash, OHBlue Ash, OH
Austin McDaniel of Allworth Financial
Austin McDaniel
MBA, CFA , CFP®
Albuquerque, NMAlbuquerque, NM
Barbara Healy of Allworth Financial
Barbara Healy
CFP®, CRPC®
Roseville, CARoseville, CA
Beau McGuire of Allworth Financial
Beau McGuire
CFP®
Roseville, CARoseville, CA
Benjamin Abraham of Allworth Financial
Benjamin Abraham
CFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®
Indianapolis, INIndianapolis, IN
Benjamin Knight of Allworth Financial
Benjamin Knight
CFP®
Chico, CAChico, CA
Bill Macher of Allworth Financial
Bill Macher
St. Louis, MOSt. Louis, MO
Bill Schretter of Allworth Financial
Bill Schretter
CFP®
Blue Ash, OHBlue Ash, OH
Blake Davelaar of Allworth Financial
Blake Davelaar
CFP®
Tucson, AZTucson, AZ
Bob Benyamin of Allworth Financial
Bob Benyamin
CFP®
Roseville, CARoseville, CA
Bob Frater of Allworth Financial
Bob Frater
CFP®
Houston, TXHouston, TX
Bob Sponseller of Allworth Financial
Bob Sponseller
ChFC®
Blue Ash, OHBlue Ash, OH
Bret Butcher of Allworth Financial
Bret Butcher
CFP®, MBA
Seattle, WASeattle, WA
Brian James of Allworth Financial
Brian James
CFP®
Blue Ash, OHBlue Ash, OH
Brian Murphy of Allworth Financial
Brian Murphy
AIF®
Tucson, AZTucson, AZ
Britton Riley of Allworth Financial
Britton Riley
CFP®
Blue Ash, OHBlue Ash, OH
Cali Byrn of Allworth Financial
Cali Byrn
Lawrence, KSLawrence, KS
Carol Novak of Allworth Financial
Carol Novak
CFP®, MBA
Bel Air, MDBel Air, MD
Cheyenne Walker of Allworth Financial
Cheyenne Walker
CFP®
Santa Rosa, CASanta Rosa, CA
Chris Giordano of Allworth Financial
Chris Giordano
AIF®
Los Gatos, CALos Gatos, CA
Chris Grellas of Allworth Financial
Chris Grellas
CFP®, MSFA
Sacramento, CASacramento, CA
Dan Leahy of Allworth Financial
Dan Leahy
CFP®
Folsom, CAFolsom, CA
Dan Novak of Allworth Financial
Dan Novak
CFP®
Bel Air, MDBel Air, MD
Dan Rausch of Allworth Financial
Dan Rausch
CFP®, MBA, CPA
Grandville, MIGrandville, MI
David Bastoni of Allworth Financial
David Bastoni
BFA™
Folsom, CAFolsom, CA
David L. Johanson of Allworth Financial
David Johanson
CFP®, CIMA®, CPWA®, EA®
Campbell, CACampbell, CA
David Klaus of Allworth Financial
David Klaus
CFP®, MBA, CASL®, RICP®
Indianapolis, INIndianapolis, IN
David Schauer of Allworth Financial
David Schauer
CFP®, CFA, MSFA
Sacramento, CASacramento, CA
Davis Blomquist of Allworth Financial
Davis Blomquist
CFP®
Folsom, CAFolsom, CA
Deanna Purvis of Allworth Financial
Deanna Purvis
CFP®
Blue Ash, OHBlue Ash, OH
Dexter Lamb of Allworth Financial
Dexter Lamb
St. Louis, MOSt. Louis, MO
Diane Knight of Allworth Financial
Diane Knight
CFP®
Chico, CAChico, CA
Donella Winkler of Allworth Financial
Donella Winkler
CFP®
Durham, NCDurham, NC
Eric Chetwood of Allworth Financial
Eric Chetwood
CFP®
Durham, NCDurham, NC
Eric Henry of Allworth Financial
Eric Henry
CFP®
Sacramento, CASacramento, CA
Evan McGrath of Allworth Financial
Evan McGrath
ChFC®, CRPC®
Addison, TXAddison, TX
Glenn Downs of Allworth Financial
Glenn Downs
CFS®
Blue Ash, OHBlue Ash, OH
Greg Phelps of Allworth Financial
Greg Phelps
CFP®, AIF®, CLU®, AAMS®
Las Vegas, NVLas Vegas, NV
Hugh B. Phillips of Allworth Financial
Hugh B. Phillips
CFP®, CFS®, ChFC®
Fairfield, CAFairfield, CA
Jeffrey DeBoer of Allworth Financial
Jeffrey DeBoer
ChFC®
Roseville, CARoseville, CA
Jeremy Murray of Allworth Financial
Jeremy Murray
CFP®, AIF®, CRPS®
Las Vegas, NVLas Vegas, NV
Jim Moore of Allworth Financial
Jim Moore
CFP®, AIF®, LACP®
Lawrence, KSLawrence, KS
Joe Kopczynski of Allworth Financial
Joe Kopczynski
Albuquerque, NMAlbuquerque, NM
Joshua Jacobi Garcia of Allworth Financial
Joshua Jacobi Garcia
CFP®, ADPA®
Addison, TXAddison, TX
Joshua Kadish of Allworth Financial
Joshua Kadish
AIF®, BFA™, RFC®
Riverwoods, ILRiverwoods, IL
Jude McDaniel of Allworth Financial
Jude McDaniel
CLU®, ChFC®, AIF®
Lawrence, KSLawrence, KS
Kelly Richards of Allworth Financial
Kelly Richards
Scottsdale, AZScottsdale, AZ
Kevin Duffy of Allworth Financial
Kevin Duffy
CFP®, MSF
Sacramento, CASacramento, CA
Kirk Hudson of Allworth Financial
Kirk Hudson
MBA, CFA
Albuquerque, NMAlbuquerque, NM
Lauren Williams of Allworth Financial
Lauren Williams
CFP®, CRPC®, MBA
Roseville, CARoseville, CA
Laurie Kyro of Allworth Financial
Laurie Kyro
CFP®, CFS®
Roseville, CARoseville, CA
Mark Kuniholm of Allworth Financial
Mark Kuniholm
CFP®
Bel Air, MDBel Air, MD
Mark Shone of Allworth Financial
Mark Shone
CFP®
Walnut Creek, CAWalnut Creek, CA
Matt Christl of Allworth Financial
Matt Christl
CFP®
Folsom, CAFolsom, CA
Matt De Garmo of Allworth Financial
Matt De Garmo
CFP®
Walnut Creek, CAWalnut Creek, CA
Matthew Keller of Allworth Financial
Matthew Keller
CFP®
Albuquerque, NMAlbuquerque, NM
Michael Bubel of Allworth Financial
Michael Bubel
CRPC®
Houston, TXHouston, TX
Michael Coates of Allworth Financial
Michael Coates
CFP®
Blue Ash, OHBlue Ash, OH
Michael Schankerman of Allworth Financial
Michael Schankerman
CFP®, ChFC®, CFS®, CASL®, RICP®
Indianapolis, INIndianapolis, IN
Michelle Disney of Allworth Financial
Michelle Disney
CFP®
Durham, NCDurham, NC
Nicole Mayer of Allworth Financial
Nicole Mayer
AIF®, BFA™, CDFA®, RFC®
Riverwoods, ILRiverwoods, IL
Pat Henry of Allworth Financial
Pat Henry
CFP®
Sacramento, CASacramento, CA
Paul Culbertson of Allworth Financial
Paul Culbertson
CFP®
Houston, TXHouston, TX
Peter Abi-Nader of Allworth Financial
Peter Abi-Nader
CFP®
Folsom, CAFolsom, CA
Peter D. Knutson of Allworth Financial
Peter Knutson
CFP®, AIF®, CLTC®
Lawrence, KSLawrence, KS
Quinn Carlsen of Allworth Financial
Quinn Carlsen
CFP®
Folsom, CAFolsom, CA
Richard Gross of Allworth Financial
Richard Gross
CFP®, CMFC®, MBA
Walnut Creek, CAWalnut Creek, CA
Richard Mayer of Allworth Financial
Richard Mayer
CFP®, MBA, ChSNC®
Blue Ash, OHBlue Ash, OH
Robert Gecker of Allworth Financial
Robert Gecker
CRPC®
Addison, TXAddison, TX
Ron Howard of Allworth Financial
Ron Howard
Campbell, CACampbell, CA
Scott Ebert of Allworth Financial
Scott Ebert
CFP®
Denver, CODenver, CO
Scott Loochtan of Allworth Financial
Scott Loochtan
AIF®, BFA™
Riverwoods, ILRiverwoods, IL
Sean Murray of Allworth Financial
Sean Murray
CFP®, CFS®
Sacramento, CASacramento, CA
Stephanie Bemerer of Allworth Financial
Stephanie Bemerer
ChFC®
Blue Ash, OHBlue Ash, OH
Stephanie Motzkus of Allworth Financial
Stephanie Motzkus
CFP®, AAMS®
Larkspur, CALarkspur, CA
Steve Burnett of Allworth Financial
Steve Burnett
CFP®
Sacramento, CASacramento, CA
Steve Hruby of Allworth Financial
Steve Hruby
CFP®
Blue Ash, OHBlue Ash, OH
Steve Sprovach of Allworth Financial
Steve Sprovach
CFP®
Blue Ash, OHBlue Ash, OH
Tad Doughty of Allworth Financial
Tad Doughty
ChFC®, CFS®
Roseville, CARoseville, CA
Ted Smalling of Allworth Financial
Ted Smalling
CFP®, MBA
Sacramento, CASacramento, CA
Terry Muchler of Allworth Financial
Terry Muchler
AIF®, CTEP®
Rochester, NYRochester, NY
Victoria Bogner of Allworth Financial
Victoria Bogner
CFP®, CFA, AIF®
Lawrence, KSLawrence, KS
Andy Stout of Allworth Financial
Andy Stout
Chief Investment Officer
Barry Greenberg of Allworth Financial
Barry Greenberg
General Counsel
Addison, TXAddison, TX
Brad Boekestein of Allworth Financial
Brad Boekestein
EVP of Marketing
Cathy Carry of Allworth Financial
Cathy Carry
VP of Human Resources
Chris Brown of Allworth Financial
Chris Brown
VP of Partner Integration
Houston, TXHouston, TX
Chris Oddy of Allworth Financial
Chris Oddy
Chief Financial Officer
Corey Gamble of Allworth Financial
Corey Gamble
Chief Compliance Officer
Darla Sipolt of Allworth Financial
Darla Sipolt
EVP of Retail Growth
Jeff Baumert of Allworth Financial
Jeff Baumert
EVP Financial Services
Kat Schraeder of Allworth Financial
Kat Schraeder
SVP of Client Relationships
Michael Mouriski of Allworth Financial
Michael Mouriski
VP of Tax Solutions
Pat McClain of Allworth Financial
Pat McClain
Co-Founder and Senior Partner
Pete Engelken of Allworth Financial
Pete Engelken
Chief Operating Officer
Sandeep Mishra of Allworth Financial
Sandeep Mishra
Chief Technology Officer
Scott Collins of Allworth Financial
Scott Collins
SVP Business Development
Scott Hanson of Allworth Financial
Scott Hanson
Co-Founder and Co-CEO