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