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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
Financial AdvisorCFP®
Location Roseville, CA
Adam Peters of Allworth Financial
Financial AdvisorCFP®, ChFC®
Location Denver, CO
Alex Scott of Allworth Financial
Financial AdvisorCFP®, RICP®, ChFC®
Location Blue Ash, OH
Allegra Swan of Allworth Financial
Financial AdvisorCFP®
Location Campbell, CA
Allison Modrak of Allworth Financial
Financial AdvisorCFP®
Location Phoenix, AZ
Allison Scoggin of Allworth Financial
Partner AdvisorCFP®
Location Roseville (Galleria Blvd), CA
Amy Bertle of Allworth Financial
Financial AdvisorCFP®
Location Denver, CO
Amy Wagner of Allworth Financial
Financial AdvisorBFA
Location Cincinnati - Blue Ash, OH
Andy Shafer of Allworth Financial
Financial AdvisorChFC®, AAMS®
Location Blue Ash, OH
Andy Stout of Allworth Financial
Chief Investment OfficerCFA, CFP®
Austin McDaniel of Allworth Financial
Partner AdvisorMBA, CFA , CFP®
Location Albuquerque, NM
Barbara Healy of Allworth Financial
Financial AdvisorCFP®, CRPC®
Location Roseville, CA
Barry Greenberg of Allworth Financial
General Counsel
Beau McGuire of Allworth Financial
Financial AdvisorCFP®
Location Roseville, CA
Benjamin Abraham of Allworth Financial
Partner AdvisorCFP®, ChFC®, CLU®, CFS®, RICP®, WMCP®, CASL®
Location Indianapolis, IN
Benjamin Knight of Allworth Financial
Partner AdvisorCFP®
Location Chico, CA
Bill Macher of Allworth Financial
Partner AdvisorCLU®, ChFC®
Location St. Louis, MO
Bill Schretter of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Blake Davelaar of Allworth Financial
Financial AdvisorCFP®
Location Tucson, AZ
Bob Benyamin of Allworth Financial
Financial AdvisorCFP®
Location Roseville, CA
Bob Frater of Allworth Financial
Partner AdvisorCFP®
Location Houston, TX
Bob Sponseller of Allworth Financial
Partner AdvisorChFC®
Location Blue Ash, OH
Brad Boekestein of Allworth Financial
EVP of Marketing
Bret Butcher of Allworth Financial
Financial AdvisorCFP®, MBA
Location Seattle, WA
Brian James of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Brian Murphy of Allworth Financial
Partner AdvisorAIF®
Location Tucson, AZ
Britton Riley of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Cali Byrn of Allworth Financial
Financial Advisor
Location Lawrence, KS
Carol Novak of Allworth Financial
Partner AdvisorCFP®, MBA
Location Bel Air, MD
Cathy Carry of Allworth Financial
VP of Human Resources
Cheyenne Walker of Allworth Financial
Financial AdvisorCFP®
Location Santa Rosa, CA
Chris Giordano of Allworth Financial
Partner AdvisorAIF®
Location Los Gatos, CA
Chris Oddy of Allworth Financial
Chief Financial Officer
Corey Frank of Allworth Financial
Financial AdvisorCFP®
Location Bel Air, MD
Corey Gamble of Allworth Financial
Chief Compliance OfficerCRCP™®, IACCP®, CSCP®, AIFA®
Dan Bolan of Allworth Financial
Financial AdvisorCFP®, MBA
Location Glenview, IL
Dan Leahy of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Dan Novak of Allworth Financial
Partner AdvisorCFP®
Location Bel Air, MD
Dan Rausch of Allworth Financial
Financial AdvisorCFP®, MBA, CPA
Location Grandville, MI
Darla Sipolt of Allworth Financial
EVP of Retail Growth
Darren Dindinger of Allworth Financial
Financial AdvisorMBA, CFP®, CRPC®
Location Seattle, WA
David Bastoni of Allworth Financial
Partner AdvisorBFA
Location Folsom, CA
David Johanson of Allworth Financial
Partner AdvisorCFP®, CIMA®, CPWA®, EA®
Location Campbell, CA
David Klaus of Allworth Financial
Partner AdvisorCFP®, MBA, CASL®, RICP®, EPS®
Location Indianapolis, IN
David Kraunelis of Allworth Financial
Financial Advisor
Location Glenview, IL
David Schauer of Allworth Financial
Financial AdvisorCFP®, CFA, MSFA
Location Sacramento, CA
Davis Blomquist of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Deanna Purvis of Allworth Financial
Financial AdvisorRegional Director of Advisory Services, CFP®
Location Blue Ash, OH
Dexter Lamb of Allworth Financial
Financial Advisor
Location St. Louis, MO
Donella Winkler of Allworth Financial
Financial AdvisorCFP®
Location Durham, NC
Eric Chetwood of Allworth Financial
Partner AdvisorCFP®
Location Durham, NC
Eric Henry of Allworth Financial
Financial AdvisorCFP®
Location Sacramento, CA
Eric Soetaert of Allworth Financial
Financial Advisor
Location Lawrence, KS
Evan McGrath of Allworth Financial
Financial AdvisorChFC®, CRPC®, CEPA®
Location Addison, TX
Fazley Rashid of Allworth Financial
Financial Advisor
Location Houston, TX
Glenn Downs of Allworth Financial
Financial AdvisorCFS®
Location Blue Ash, OH
Greg Phelps of Allworth Financial
Partner AdvisorCFP®, AIF®, CLU®, AAMS®
Location Las Vegas, NV
Hugh B. Phillips of Allworth Financial
Partner AdvisorCFP®, CFS®, ChFC®
Location Fairfield, CA
James Risalvato of Allworth Financial
Financial Advisor
Location Addison, TX
Jeffrey DeBoer of Allworth Financial
Partner AdvisorChFC®
Location Roseville, CA
Jeremy Murray of Allworth Financial
Partner AdvisorCFP®, AIF®, CRPS®
Location Las Vegas, NV
Jerod Yee of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Jim Moore of Allworth Financial
Partner AdvisorCFP®, AIF®, LACP®
Location Lawrence, KS
Joe Kopczynski of Allworth Financial
Partner Advisor
Location Albuquerque, NM
John Bunch of Allworth Financial
Chief Executive Officer
John Horseman of Allworth Financial
Partner Advisor
Location St. Louis, MO
John M. Selzer, Jr. of Allworth Financial
Partner AdvisorCFP®
Location Glenview, IL
Joshua Jacobi Garcia of Allworth Financial
Financial AdvisorCFP®, ADPA®
Location Addison, TX
Jude McDaniel of Allworth Financial
Partner AdvisorCLU®, ChFC®, AIF®
Location Lawrence, KS
Kat Schraeder of Allworth Financial
SVP of Client RelationshipsCFP®
Kathleen Carpenter of Allworth Financial
Partner AdvisorCFP®
Location Chico, CA
Kelly Richards of Allworth Financial
Partner Advisor
Location Scottsdale, AZ
Kent Erickson of Allworth Financial
Financial Advisor
Location Redding, CA
Kevin Duffy of Allworth Financial
Financial AdvisorCFP®, MSF
Location Sacramento, CA
Kirk Hudson of Allworth Financial
Partner AdvisorMBA, CFA
Location Albuquerque, NM
Laurie Ingwersen of Allworth Financial
Partner AdvisorCFP®, CRPC®, CDFA, CEPA®, CBC
Location Waltham, MA
Laurie Kyro of Allworth Financial
Financial AdvisorCFP®, CFS®
Location Roseville, CA
Lynda Tu of Allworth Financial
Financial Advisor
Location Campbell, CA
Maria Foppiano of Allworth Financial
Financial AdvisorChFC®
Location Folsom, CA
Mark Shone of Allworth Financial
Partner AdvisorCFP®
Location Walnut Creek, CA
Matt De Garmo of Allworth Financial
Financial AdvisorCFP®
Location Walnut Creek, CA
Matthew Keller of Allworth Financial
Partner AdvisorCFP®
Location Albuquerque, NM
Michael Bubel of Allworth Financial
Financial AdvisorCRPC®
Location Houston, TX
Michael Coates of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Michael Demko of Allworth Financial
Financial Advisor
Location Campbell, CA
Michael Mouriski of Allworth Financial
VP of Tax SolutionsCPA
Michael Schankerman of Allworth Financial
Partner AdvisorCFP®, ChFC®, CFS®, CASL®, RICP®
Location Indianapolis, IN
Michelle Disney of Allworth Financial
Financial AdvisorCFP®
Location Durham, NC
Natalie Quirarte of Allworth Financial
Financial AdvisorCFP®
Location San Diego, CA
Nicole Mayer of Allworth Financial
Partner AdvisorAIF®, BFA, CDFA®, RFC®
Location Riverwoods, IL
Pat Henry of Allworth Financial
Financial AdvisorCFP®
Location Sacramento, CA
Pat McClain of Allworth Financial
Co-Founder and Senior PartnerChFC®
Patrick Maher of Allworth Financial
Financial Advisor
Location San Diego, CA
Patrick McGrath of Allworth Financial
Financial AdvisorMBA
Location San Diego, CA
Paul Culbertson of Allworth Financial
Financial AdvisorCFP®
Location Houston, TX
Pete Engelken of Allworth Financial
Chief Operating OfficerCPA
Peter Abi-Nader of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Peter Knutson of Allworth Financial
Partner AdvisorCFP®, AIF®, CLTC®
Location Lawrence, KS
Quinn Carlsen of Allworth Financial
Financial AdvisorCFP®
Location Folsom, CA
Renee Nenninger of Allworth Financial
Financial Advisor
Location St. Louis, MO
Richard Gross of Allworth Financial
Financial AdvisorCFP®, CMFC®, MBA
Location Walnut Creek, CA
Robert Brennan of Allworth Financial
Partner Advisor
Location Redding, CA
Robert Gecker of Allworth Financial
Financial AdvisorCRPC®
Location Addison, TX
Roger Ingwersen of Allworth Financial
Partner AdvisorCFP®, CIMA®, CRPC®
Location Waltham, MA
Russell Hall of Allworth Financial
Partner Advisor
Location San Diego, CA
Sam DeGreen of Allworth Financial
Financial Advisor
Location Phoenix, AZ
Sandeep Mishra of Allworth Financial
Chief Technology Officer
Scott Collins of Allworth Financial
SVP Business Development
Scott Ebert of Allworth Financial
Financial AdvisorCFP®
Location Denver, CO
Scott Hanson of Allworth Financial
Co-Founder and Vice ChairCFP®
Scott Loochtan of Allworth Financial
Financial AdvisorAIF®, BFA
Location Riverwoods, IL
Scott Ponder of Allworth Financial
Financial AdvisorCFP®
Location San Jose, CA
Scott Yang of Allworth Financial
Financial AdvisorCFP®
Location San Jose, CA
Sean Murray of Allworth Financial
Financial AdvisorCFP®, CFS®
Location Sacramento, CA
Sean Rayburn of Allworth Financial
Financial AdvisorCFP®, ChFC®
Location Kennesaw, GA
Stephanie Bemerer of Allworth Financial
Financial AdvisorChFC®
Location Blue Ash, OH
Stephanie Motzkus of Allworth Financial
Financial AdvisorCFP®, AAMS®
Location Larkspur, CA
Steve Burnett of Allworth Financial
Financial AdvisorCFP®
Location Sacramento, CA
Steve Eklund of Allworth Financial
Partner Advisor
Location Roseville (Galleria Blvd), CA
Steve Hruby of Allworth Financial
Financial AdvisorCFP®
Location Blue Ash, OH
Tad Doughty of Allworth Financial
Financial AdvisorChFC®, CFS®
Location Roseville, CA
Ted Smalling of Allworth Financial
Financial AdvisorCFP®, MBA
Location Sacramento, CA
Terry Muchler of Allworth Financial
Partner AdvisorAIF®, CTEP®
Location Rochester, NY
Tracy Lasecke of Allworth Financial
Partner AdvisorCFP®
Location San Jose, CA
Victoria Bogner of Allworth Financial
Partner AdvisorCFP®, CFA, AIF®
Location Lawrence, KS
Wesley Scoggin of Allworth Financial
Financial AdvisorCIMA®
Location Roseville (Galleria Blvd), CA