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:
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Dave.Gilreath@allworthfinancial.com |
Tom.Kaiser@allworthfinancial.com |
Libby.Neidlinger@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
David Gilreath
Partner Advisor, CFP®
Ronald Brock
Partner Advisor
Jared Lee
Financial Advisor
Jim McMahon
Financial Advisor
Matthew Potter
Financial Advisor
Michelle Reddick
Financial Advisor
Tiffany VanHook
Financial Advisor