Partnership Announcement

Allworth Financial + Sheaff Brock

Greetings from Indianapolis, IN

All of us from Sheaff Brock are right where we’ve always been, here in Indianapolis, IN, though we’ve recently formed an exciting new partnership with Allworth Financial.  

Founded more than 30 years ago by Californians Scott Hanson and Pat McClain, Allworth takes an integrated approach that brings together investment management, tax planning, legacy planning, and insurance guidance under one roof, giving clients a full-picture perspective for confident decision-making. Allworth is committed to client satisfaction, financial well‑being, and personalized service.

As mentioned above, our office remains at 8801 River Crossing Boulevard, Suite 100, Indianapolis, Indiana 46240. 

You can continue to contact us by phone at (317) 705-5700. We have new email addresses listed below:

Dave.Gilreath@allworthfinancial.com
Ron.Brock@allworthfinancial.com 
Jared.Lee@allworthfinancial.com 
Jim.McMahon@allworthfinancial.com 
Matthew.Potter@allworthfinancial.com 
Michelle.Reddick@allworthfinancial.com 
Tiffany.VanHook@allworthfinancial.com

Tom.Kaiser@allworthfinancial.com
JR.Humphreys@allworthfinancial.com
Nathan.Harshman@allworthfinancial.com
Wally.Taggart@allworthfinancial.com
Christy.Jordan@allworthfinancial.com
Nicole.Green@allworthfinancial.com
Deb.McCulley@allworthfinancial.com 
Tiffany.Mesta@allworthfinancial.com

Libby.Neidlinger@allworthfinancial.com
Samantha.Pezzute@allworthfinancial.com
Susan.Williams@allworthfinancial.com
Jenny.Quinnell@allworthfinancial.com
Atticus.Clouse@allworthfinancial.com
Audrey.Bruch@allworthfinancial.com
Sheldon.Hirst@allworthfinancial.com


You’ve been redirected to the Allworth Financial website,
where you’ll find the entire Sheaff Brock team—ready and excited to continue supporting you. Whether you're planning for the future, navigating life transitions, or working toward your financial goals, we’re here to help every step of the way.

Most importantly, thank you for the trust and confidence you’ve placed in us. We’re honored to continue serving as your partner, advisor, and friend.

Please let us know if you have any questions. We look forward to seeing you soon!

You can learn more about our partners at Allworth Financial, here.

Our Team


 

Gilreath_David_Headshot_1

David Gilreath

Partner Advisor, CFP®

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Ronald Brock

Partner Advisor

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Jared Lee

Financial Advisor

McMahon_Jim_Headshot_1

Jim McMahon

Financial Advisor

Potter_Matthew_Headshot_2

Matthew Potter

Financial Advisor

Reddick_Michelle_Headshot_1

Michelle Reddick

Financial Advisor

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Tiffany VanHook

Financial Advisor

Online Account Access