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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®
Cincinnati, OHCincinnati, OH
Allegra Swan of Allworth Financial
Allegra Swan
CFP®
San Jose, CASan Jose, CA
Amy Bertle of Allworth Financial
Amy Bertle
CFP®
Denver, CODenver, CO
Andrew Kessler of Allworth Financial
Andrew Kessler
CFP®, MBA
Walnut Creek, CAWalnut Creek, CA
Andy Shafer of Allworth Financial
Andy Shafer
ChFC®, AAMS®
Cincinnati, OHCincinnati, 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
Bill Macher of Allworth Financial
Bill Macher
St. Louis, MOSt. Louis, MO
Bill Schretter of Allworth Financial
Bill Schretter
CFP®
Cincinnati, OHCincinnati, 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®
Cincinnati, OHCincinnati, OH
Bret Butcher of Allworth Financial
Bret Butcher
CFP®, MBA
Seattle, WASeattle, WA
Brian James of Allworth Financial
Brian James
CFP®
Cincinnati, OHCincinnati, OH
Brian Murphy of Allworth Financial
Brian Murphy
AIF®
Tucson, AZTucson, AZ
Britton Riley of Allworth Financial
Britton Riley
CFP®
Cincinnati, OHCincinnati, OH
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 Brown of Allworth Financial
Chris Brown
CFP®
Houston, TXHouston, TX
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 Schauer of Allworth Financial
David Schauer
CFP®, CFA, MSFA
Sacramento, CASacramento, CA
Davis Blomquist of Allworth Financial
Davis Blomquist
CFP®
Folsom, CAFolsom, CA
Dean Baumgartner of Allworth Financial
Dean Baumgartner
RICP®
Grandville, MIGrandville, MI
Deanna Purvis of Allworth Financial
Deanna Purvis
CFP®
Cincinnati, OHCincinnati, OH
Dexter Lamb of Allworth Financial
Dexter Lamb
St. Louis, MOSt. Louis, MO
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
CRPC®
Addison, TXAddison, TX
Glenn Downs of Allworth Financial
Glenn Downs
CFS®
Cincinnati, OHCincinnati, OH
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
Jill Pivato of Allworth Financial
Jill Pivato
CFP®, CDFA®, ChFC®
Kennesaw, GAKennesaw, GA
Joe Kopczynski of Allworth Financial
Joe Kopczynski
Albuquerque, NMAlbuquerque, NM
John Ohmer of Allworth Financial
John Ohmer
CFP®
Larkspur, CALarkspur, CA
Joshua Kadish of Allworth Financial
Joshua Kadish
AIF®®, BFA™, RFC®®
Riverwoods, ILRiverwoods, IL
Joyce Kesselring of Allworth Financial
Joyce Kesselring
CFP®
Cincinnati, OHCincinnati, OH
Keith DeGreen of Allworth Financial
Keith DeGreen
CFP®
Phoenix, AZPhoenix, AZ
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
Matthew Keller of Allworth Financial
Matthew Keller
CFP®
Albuquerque, NMAlbuquerque, NM
Michael Coates of Allworth Financial
Michael Coates
CFP®
Cincinnati, OHCincinnati, OH
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
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®
Cincinnati, OHCincinnati, OH
Robert Gecker of Allworth Financial
Robert Gecker
CRPC®
Addison, TXAddison, TX
Ron Howard of Allworth Financial
Ron Howard
San Jose, CASan Jose, 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®
Cincinnati, OHCincinnati, 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®
Cincinnati, OHCincinnati, OH
Steve Sprovach of Allworth Financial
Steve Sprovach
CFP®
Cincinnati, OHCincinnati, 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
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
Executive Vice President of Marketing
Cathy Carry of Allworth Financial
Cathy Carry
Vice President of Human Resources
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
Executive Vice President of Retail Growth
Jeff Baumert of Allworth Financial
Jeff Baumert
EVP Financial Services
John Bentley of Allworth Financial
John Bentley
Sr. Vice President
Michael Mouriski of Allworth Financial
Michael Mouriski
Vice President 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
Scott Collins of Allworth Financial
Scott Collins
SVP Business Development
Scott Hanson of Allworth Financial
Scott Hanson
Co-Founder and Senior Partner