Our Team | Allworth Financial

;

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.

ADVISORS
LEADERSHIP

Adam Kint of Allworth Financial

CFP^®

Roseville, CA

Adam Kint Full Bio

Adam Peters of Allworth Financial

CFP^®, ChFC^®

Denver, CO

Adam Peters Full Bio

Alex Scott of Allworth Financial

CFP^®, RICP^®, ChFC^®

Blue Ash, OH

Alex Scott Full Bio

Allegra Swan of Allworth Financial

CFP^®

Campbell, CA

Allegra Swan Full Bio

Amy Bertle of Allworth Financial

CFP^®

Denver, CO

Amy Bertle Full Bio

Andy Shafer of Allworth Financial

ChFC^®, AAMS^®

Blue Ash, OH

Andy Shafer Full Bio

Austin McDaniel of Allworth Financial

Austin McDaniel

MBA, CFA , CFP^®

Albuquerque, NM

Austin McDaniel Full Bio

Barbara Healy of Allworth Financial

CFP^®, CRPC^®

Roseville, CA

Barbara Healy Full Bio

Beau McGuire of Allworth Financial

CFP^®

Roseville, CA

Beau McGuire Full Bio

Benjamin Abraham of Allworth Financial

Benjamin Abraham

CFP^®, ChFC^®, CLU^®, CFS^®, RICP^®, WMCP^®, CASL^®

Indianapolis, IN

Benjamin Abraham Full Bio

Benjamin Knight

CFP^®

Chico, CA

Benjamin Knight Full Bio

Bill Macher of Allworth Financial

St. Louis, MO

Bill Macher Full Bio

Bill Schretter of Allworth Financial

CFP^®

Blue Ash, OH

Bill Schretter Full Bio

Blake Davelaar of Allworth Financial

CFP^®

Tucson, AZ

Blake Davelaar Full Bio

Bob Benyamin of Allworth Financial

CFP^®

Roseville, CA

Bob Benyamin Full Bio

Bob Frater of Allworth Financial

CFP^®

Houston, TX

Bob Frater Full Bio

Bob Sponseller of Allworth Financial

ChFC^®

Blue Ash, OH

Bob Sponseller Full Bio

Bret Butcher of Allworth Financial

CFP^®, MBA

Seattle, WA

Bret Butcher Full Bio

Brian James of Allworth Financial

CFP^®

Blue Ash, OH

Brian James Full Bio

Brian Murphy of Allworth Financial

AIF^®

Tucson, AZ

Brian Murphy Full Bio

Britton Riley of Allworth Financial

CFP^®

Blue Ash, OH

Britton Riley Full Bio

Cali Byrn of Allworth Financial

Lawrence, KS

Cali Byrn Full Bio

Carol Novak of Allworth Financial

CFP^®, MBA

Bel Air, MD

Carol Novak Full Bio

Cheyenne Walker of Allworth Financial

Cheyenne Walker

CFP^®

Santa Rosa, CA

Cheyenne Walker Full Bio

Chris Giordano of Allworth Financial

AIF^®

Los Gatos, CA

Chris Giordano Full Bio

Chris Grellas of Allworth Financial

CFP^®, MSFA

Sacramento, CA

Chris Grellas Full Bio

Dan Leahy of Allworth Financial

CFP^®

Folsom, CA

Dan Leahy Full Bio

Dan Novak of Allworth Financial

CFP^®

Bel Air, MD

Dan Novak Full Bio

Dan Rausch of Allworth Financial

CFP^®, MBA, CPA

Grandville, MI

Dan Rausch Full Bio

David Bastoni of Allworth Financial

BFA™

Folsom, CA

David Bastoni Full Bio

David L. Johanson of Allworth Financial

CFP^®, CIMA^®, CPWA^®, EA^®

Campbell, CA

David Johanson Full Bio

David Klaus of Allworth Financial

CFP^®, MBA, CASL^®, RICP^®

Indianapolis, IN

David Klaus Full Bio

David Schauer of Allworth Financial

CFP^®, CFA, MSFA

Sacramento, CA

David Schauer Full Bio

Davis Blomquist of Allworth Financial

Davis Blomquist

CFP^®

Folsom, CA

Davis Blomquist Full Bio

Deanna Purvis of Allworth Financial

CFP^®

Blue Ash, OH

Deanna Purvis Full Bio

Dexter Lamb of Allworth Financial

St. Louis, MO

Dexter Lamb Full Bio

CFP^®

Chico, CA

Diane Knight Full Bio

Donella Winkler of Allworth Financial

Donella Winkler

CFP^®

Durham, NC

Donella Winkler Full Bio

Eric Chetwood of Allworth Financial

CFP^®

Durham, NC

Eric Chetwood Full Bio

Eric Henry of Allworth Financial

CFP^®

Sacramento, CA

Eric Henry Full Bio

Eric Soetaert of Allworth Financial

Lawrence, KS

Eric Soetaert Full Bio

Evan McGrath of Allworth Financial

ChFC^®, CRPC^®

Addison, TX

Evan McGrath Full Bio

Glenn Downs of Allworth Financial

CFS^®

Blue Ash, OH

Glenn Downs Full Bio

Greg Phelps of Allworth Financial

CFP^®, AIF^®, CLU^®, AAMS^®

Las Vegas, NV

Greg Phelps Full Bio

Hugh B. Phillips of Allworth Financial

Hugh B. Phillips

CFP^®, CFS^®, ChFC^®

Fairfield, CA

Hugh B. Phillips Full Bio

Jeffrey DeBoer of Allworth Financial

ChFC^®

Roseville, CA

Jeffrey DeBoer Full Bio

Jeremy Murray of Allworth Financial

CFP^®, AIF^®, CRPS^®

Las Vegas, NV

Jeremy Murray Full Bio

Jim Moore of Allworth Financial

CFP^®, AIF^®, LACP^®

Lawrence, KS

Jim Moore Full Bio

Joe Kopczynski of Allworth Financial

Albuquerque, NM

Joe Kopczynski Full Bio

John Horseman of Allworth Financial

St. Louis, MO

John Horseman Full Bio

Joshua Jacobi Garcia of Allworth Financial

Joshua Jacobi Garcia

CFP^®, ADPA^®

Addison, TX

Joshua Jacobi Garcia Full Bio

Joshua Kadish of Allworth Financial

AIF^®, BFA™, RFC^®

Riverwoods, IL

Joshua Kadish Full Bio

Jude McDaniel of Allworth Financial

CLU^®, ChFC^®, AIF^®

Lawrence, KS

Jude McDaniel Full Bio

Kathleen Carpenter

CFP^®

Chico, CA

Kathleen Carpenter Full Bio

Kelly Richards of Allworth Financial

Scottsdale, AZ

Kelly Richards Full Bio

Kevin Duffy of Allworth Financial

CFP^®, MSF

Sacramento, CA

Kevin Duffy Full Bio

Kirk Hudson of Allworth Financial

MBA, CFA

Albuquerque, NM

Kirk Hudson Full Bio

Lauren Williams of Allworth Financial

Lauren Williams

CFP^®, CRPC^®, MBA

Roseville, CA

Lauren Williams Full Bio

Laurie Kyro of Allworth Financial

CFP^®, CFS^®

Roseville, CA

Laurie Kyro Full Bio

Mark Shone of Allworth Financial

CFP^®

Walnut Creek, CA

Mark Shone Full Bio

Matt Christl of Allworth Financial

CFP^®

Folsom, CA

Matt Christl Full Bio

Matt De Garmo of Allworth Financial

CFP^®

Walnut Creek, CA

Matt De Garmo Full Bio

Matthew Keller of Allworth Financial

CFP^®

Albuquerque, NM

Matthew Keller Full Bio

Michael Bubel of Allworth Financial

CRPC^®

Houston, TX

Michael Bubel Full Bio

Michael Coates of Allworth Financial

CFP^®

Blue Ash, OH

Michael Coates Full Bio

Michael Demko of Allworth Financial

Campbell, CA

Michael Demko Full Bio

Michael Schankerman of Allworth Financial

Michael Schankerman

CFP^®, ChFC^®, CFS^®, CASL^®, RICP^®

Indianapolis, IN

Michael Schankerman Full Bio

Michelle Disney of Allworth Financial

Michelle Disney

CFP^®

Durham, NC

Michelle Disney Full Bio

Nicole Mayer of Allworth Financial

AIF^®, BFA™, CDFA^®, RFC^®

Riverwoods, IL

Nicole Mayer Full Bio

Pat Henry of Allworth Financial

CFP^®

Sacramento, CA

Pat Henry Full Bio

Paul Culbertson of Allworth Financial

Paul Culbertson

CFP^®

Houston, TX

Paul Culbertson Full Bio

Peter Abi-Nader of Allworth Financial

Peter Abi-Nader

CFP^®

Folsom, CA

Peter Abi-Nader Full Bio

Peter D. Knutson of Allworth Financial

CFP^®, AIF^®, CLTC^®

Lawrence, KS

Peter Knutson Full Bio

Quinn Carlsen of Allworth Financial

CFP^®

Folsom, CA

Quinn Carlsen Full Bio

Renee Nenninger of Allworth Financial

Renee Nenninger

St. Louis, MO

Renee Nenninger Full Bio

Richard Gross of Allworth Financial

CFP^®, CMFC^®, MBA

Walnut Creek, CA

Richard Gross Full Bio

Richard Mayer of Allworth Financial

CFP^®, MBA, ChSNC^®

Blue Ash, OH

Richard Mayer Full Bio

Robert Gecker of Allworth Financial

CRPC^®

Addison, TX

Robert Gecker Full Bio

Ron Howard of Allworth Financial

Campbell, CA

Ron Howard Full Bio

Sam DeGreen of Allworth Financial

Phoenix, AZ

Sam DeGreen Full Bio

Scott Ebert of Allworth Financial

CFP^®

Denver, CO

Scott Ebert Full Bio

Scott Loochtan of Allworth Financial

AIF^®, BFA™

Riverwoods, IL

Scott Loochtan Full Bio

Sean Murray of Allworth Financial

CFP^®, CFS^®

Sacramento, CA

Sean Murray Full Bio

Shane O’Brien of Allworth Financial

Addison, TX

Shane OBrien Full Bio

Stephanie Bemerer of Allworth Financial

Stephanie Bemerer

ChFC^®

Blue Ash, OH

Stephanie Bemerer Full Bio

Stephanie Motzkus of Allworth Financial

Stephanie Motzkus

CFP^®, AAMS^®

Larkspur, CA

Stephanie Motzkus Full Bio

Steve Burnett of Allworth Financial

CFP^®

Sacramento, CA

Steve Burnett Full Bio

Steve Hruby of Allworth Financial

CFP^®

Blue Ash, OH

Steve Hruby Full Bio

Steve Sprovach of Allworth Financial

CFP^®

Blue Ash, OH

Steve Sprovach Full Bio

Tad Doughty of Allworth Financial

ChFC^®, CFS^®

Roseville, CA

Tad Doughty Full Bio

Ted Smalling of Allworth Financial

CFP^®, MBA

Sacramento, CA

Ted Smalling Full Bio

Terry Muchler of Allworth Financial

AIF^®, CTEP^®

Rochester, NY

Terry Muchler Full Bio

Victoria Bogner of Allworth Financial

Victoria Bogner

CFP^®, CFA, AIF^®

Lawrence, KS

Victoria Bogner Full Bio

Andy Stout of Allworth Financial

Chief Investment Officer

Andy Stout Full Bio

Barry Greenberg of Allworth Financial

Barry Greenberg

General Counsel

Addison, TX

Barry Greenberg Full Bio

Brad Boekestein of Allworth Financial

Brad Boekestein

EVP of Marketing

Brad Boekestein Full Bio

Cathy Carry of Allworth Financial

VP of Human Resources

Cathy Carry Full Bio

Chris Brown of Allworth Financial

VP of Partner Integration

Houston, TX

Chris Brown Full Bio

Chris Oddy of Allworth Financial

Chief Financial Officer

Chris Oddy Full Bio

Corey Gamble of Allworth Financial

Chief Compliance Officer

Corey Gamble Full Bio

Darla Sipolt of Allworth Financial

EVP of Retail Growth

Darla Sipolt Full Bio

Jeff Baumert of Allworth Financial

EVP Financial Services

Jeff Baumert Full Bio

Kat Schraeder of Allworth Financial

SVP of Client Relationships

Kat Schraeder Full Bio

Michael Mouriski of Allworth Financial

Michael Mouriski

VP of Tax Solutions

Michael Mouriski Full Bio

Pat McClain of Allworth Financial

Co-Founder and Co-CEO

Pat McClain Full Bio

Pete Engelken of Allworth Financial

Chief Operating Officer

Pete Engelken Full Bio

Sandeep Mishra of Allworth Financial

Chief Technology Officer

Sandeep Mishra Full Bio

Scott Collins of Allworth Financial

SVP Business Development

Scott Collins Full Bio

Scott Hanson of Allworth Financial

Co-Founder and Co-CEO

Scott Hanson Full Bio