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