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, CA
Adam Peters of Allworth Financial
Adam Peters
CFP®, ChFC®
Denver, CO
Alex Scott of Allworth Financial
Alex Scott
CFP®, RICP®, ChFC®
Cincinnati , OH
Amy Bertle of Allworth Financial
Amy Bertle
CFP®, CDFA®
Denver, CO
Andrew Kessler of Allworth Financial
Andrew Kessler
CFP®
Walnut Creek, CA
Andy Shafer of Allworth Financial
Andy Shafer
ChFC®, AAMS®
Cincinnati , OH
Barbara Healy of Allworth Financial
Barbara Healy
CFP®, CRPC®
Roseville, CA
Brian James of Allworth Financial
Brian James
CFP®
Cincinnati , OH
Britton Riley of Allworth Financial
Britton Riley
CFP®
Cincinnati , OH
Cheyenne Walker of Allworth Financial
Cheyenne Walker
CFP®
Santa Rosa, CA
Chris Cox of Allworth Financial
Chris Cox
San Jose, CA
Chris Grellas of Allworth Financial
Chris Grellas
CFP®
Sacramento, CA
Cindy Rogers of Allworth Financial
Cindy Rogers
CFP®, CDFA®
Cincinnati , OH
Daniel Rausch of Allworth Financial
Daniel Rausch
CFP®®, MBA, CPA
Grandville, MI
Dave Cox of Allworth Financial
Dave Cox
CFP®, CFS®
Folsom, CA
David Schauer of Allworth Financial
David Schauer
CFP®, CFA, MSFA
Sacramento, CA
Davis Blomquist of Allworth Financial
Davis Blomquist
CFP®
Folsom, CA
Dean Baumgartner of Allworth Financial
Dean Baumgartner
CFS®, RICP®
Grandville, MI
Denis York of Allworth Financial
Denis York
AIF®
Grandville, MI
Eric Henry of Allworth Financial
Eric Henry
CFP®
Sacramento, CA
Glenn Downs of Allworth Financial
Glenn Downs
Cincinnati , OH
Hugh B. Phillips of Allworth Financial
Hugh B. Phillips
CFP®, CFS®, ChFC®
Fairfield, CA
Jairo Gomez of Allworth Financial
Jairo Gomez
AIF®, AIFA®, ARPC®, C(k)P®
Sacramento, CA
John Ohmer of Allworth Financial
John Ohmer
CFP®
Corte Madera, CA
Joyce Kesselring of Allworth Financial
Joyce Kesselring
CFP®
Cincinnati , OH
Justin Wilson of Allworth Financial
Justin Wilson
CFP®, CFS®
Folsom, CA
Kevin Duffy of Allworth Financial
Kevin Duffy
CFP®, MSF
Sacramento, CA
Lauren Williams of Allworth Financial
Lauren Williams
CFP®, CRPC®, MBA
Roseville, CA
Laurie Kyro of Allworth Financial
Laurie Kyro
CFP®, CFS®
Roseville, CA
Matt Christl of Allworth Financial
Matt Christl
CFP®
Folsom, CA
Michael Coates of Allworth Financial
Michael Coates
CFP®
Cincinnati , OH
Pat Henry of Allworth Financial
Pat Henry
CFP®
Sacramento, CA
Paul Austin of Allworth Financial
Paul Austin
CFP®, MPA, WMS℠
Corte Madera, CA
Richard Mayer of Allworth Financial
Richard Mayer
CFP®, MBA
Cincinnati , OH
Ron Howard of Allworth Financial
Ron Howard
San Jose, CA
Scott Ebert of Allworth Financial
Scott Ebert
CFP®
Denver, CO
Sean Murray of Allworth Financial
Sean Murray
CFP®, CFS®
Sacramento, CA
Stephanie Bemerer of Allworth Financial
Stephanie Bemerer
ChFC®
Cincinnati , OH
Stephanie Motzkus of Allworth Financial
Stephanie Motzkus
CFP®, AAMS®
Corte Madera, CA
Steve Sprovach of Allworth Financial
Steve Sprovach
CFP®
Cincinnati , OH
Tad Doughty of Allworth Financial
Tad Doughty
CFS®
Sacramento, CA
Ted Smalling of Allworth Financial
Ted Smalling
CFP®, MBA
Sacramento, CA
Adi Garg of Allworth Financial
Adi Garg
Chief Technology Officer
Andy Stout of Allworth Financial
Andy Stout
Chief Investment Officer
Brad Boekestein of Allworth Financial
Brad Boekestein
Vice President of Marketing
Chris Oddy of Allworth Financial
Chris Oddy
Chief Financial Officer
Corey Gamble of Allworth Financial
Corey Gamble
Chief Compliance Officer
Deanna Purvis of Allworth Financial
Deanna Purvis
Regional Director of Advisory Services
Julie Anderson of Allworth Financial
Julie Anderson
Vice President of Human Resources
Michael Mouriski of Allworth Financial
Michael Mouriski
Vice President of Tax Solutions
Nathan Bachrach of Allworth Financial
Nathan Bachrach
Executive Vice President
Pat McClain of Allworth Financial
Pat McClain
Co-Founder and Senior Partner
Pete Engelken of Allworth Financial
Pete Engelken
Chief Operating Officer
Robert Vaughn of Allworth Financial
Robert Vaughn
Vice President of Operations
Scott Hanson of Allworth Financial
Scott Hanson
Co-Founder and Senior Partner
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Advisory services offered through Allworth Financial, a Registered Investment Advisor | 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.

1The 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. 

2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

3As of 01/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $8 billion in total assets under management and administration. 

4Barron’s 2019 Top 50 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

✢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.