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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, CA
Adam Peters of Allworth Financial
CFP®, ChFC®
Denver, CO
Alex Scott of Allworth Financial
CFP®, RICP®, ChFC®
Cincinnati, OH
Allegra Swan of Allworth Financial
CFP®®
Los Gatos, CA
Amy Bertle of Allworth Financial
CFP®, CDFA®
Denver, CO
Andrew Kessler of Allworth Financial
CFP®, MBA
Walnut Creek, CA
Andy Shafer of Allworth Financial
ChFC®, AAMS®
Cincinnati, OH
Barbara Healy of Allworth Financial
CFP®, CRPC®
Roseville, CA
Beau McGuire of Allworth Financial
CFP®
Roseville, CA
Blake Davelaar of Allworth Financial
CFP®
Tucson, AZ
Bob Benyamin of Allworth Financial
CFP®
Roseville, CA
Bob Frater of Allworth Financial
CFP®
Houston, TX
Bob Sponseller of Allworth Financial
ChFC®
Cincinnati, OH
Bret Butcher of Allworth Financial
CFP®, MBA
Seattle, WA
Brian James of Allworth Financial
CFP®
Cincinnati, OH
Brian Murphy of Allworth Financial
AIF®
Tucson, AZ
Britton Riley of Allworth Financial
CFP®
Cincinnati, OH
Carol Novak of Allworth Financial
CFP®®, MBA
Bel Air, MD
Cheyenne Walker of Allworth Financial
CFP®
Santa Rosa, CA
Chris Brown of Allworth Financial
CFP®
Houston, TX
Chris Giordano of Allworth Financial
AIF®
Los Gatos, CA
Chris Grellas of Allworth Financial
CFP®, MSFA
Sacramento, CA
Cindy Rogers of Allworth Financial
CFP®
Cincinnati, OH
Dan Novak of Allworth Financial
CFP®
Bel Air, MD
Dan Rausch of Allworth Financial
CFP®, MBA, CPA
Grandville, MI
Dave Cox of Allworth Financial
CFP®, CFS®
Folsom, CA
David Bastoni of Allworth Financial
BFA™
Folsom, CA
David Schauer of Allworth Financial
CFP®, CFA, MSFA
Sacramento, CA
Davis Blomquist of Allworth Financial
CFP®
Folsom, CA
Dean Baumgartner of Allworth Financial
CFS®, RICP®
Grandville, MI
Deanna Purvis of Allworth Financial
CFP®
Cincinnati, OH
Eric Henry of Allworth Financial
CFP®
Sacramento, CA
Evan McGrath of Allworth Financial
CRPC®
Addison, TX
Glenn Downs of Allworth Financial
CFS®
Cincinnati, OH
Hugh B. Phillips of Allworth Financial
CFP®, CFS®, ChFC®
Fairfield, CA
Jeff DeBoer of Allworth Financial
ChFC®
Roseville, CA
Jill Pivato of Allworth Financial
CFP®, CDFA®
Kennesaw, GA
John Ohmer of Allworth Financial
CFP®
Corte Madera, CA
Joyce Kesselring of Allworth Financial
CFP®
Cincinnati, OH
Kevin Duffy of Allworth Financial
CFP®, MSF
Sacramento, CA
Lauren Williams of Allworth Financial
CFP®, CRPC®, MBA
Roseville, CA
Laurie Kyro of Allworth Financial
CFP®, CFS®
Roseville, CA
Mark Shone of Allworth Financial
CFP®
Walnut Creek, CA
Matt Christl of Allworth Financial
CFP®
Folsom, CA
Michael Coates of Allworth Financial
CFP®
Cincinnati, OH
Pat Henry of Allworth Financial
CFP®
Sacramento, CA
Paul Culbertson of Allworth Financial
CFP®
Houston, TX
Richard Gross of Allworth Financial
CFP®, CMFC®, MBA
Walnut Creek, CA
Richard Mayer of Allworth Financial
CFP®, MBA, ChSNC®
Cincinnati, OH
Robert Gecker of Allworth Financial
CRPC®
Addison, TX
Ron Howard of Allworth Financial
San Jose, CA
Scott Ebert of Allworth Financial
CFP®
Denver, CO
Sean Murray of Allworth Financial
CFP®, CFS®
Sacramento, CA
Stephanie Bemerer of Allworth Financial
ChFC®
Cincinnati, OH
Stephanie Motzkus of Allworth Financial
CFP®, AAMS®
Corte Madera, CA
Steve Burnett of Allworth Financial
CFP®
Sacramento, CA
Steve Sprovach of Allworth Financial
CFP®
Cincinnati, OH
Tad Doughty of Allworth Financial
ChFC®, CFS®
Roseville, CA
Ted Smalling of Allworth Financial
CFP®, MBA
Sacramento, CA
Adi Garg of Allworth Financial
Chief Technology Officer
Andy Stout of Allworth Financial
Chief Investment Officer
Barry Greenberg of Allworth Financial
General Counsel
Addison, TX
Brad Boekestein of Allworth Financial
Executive Vice President of Marketing
Chris Oddy of Allworth Financial
Chief Financial Officer
Corey Gamble of Allworth Financial
Chief Compliance Officer
Jeff Baumert of Allworth Financial
EVP Financial Services
John Bentley of Allworth Financial
Sr. Vice President
Julie Anderson of Allworth Financial
Vice President of Human Resources
Michael Mouriski of Allworth Financial
Vice President of Tax Solutions
Pat McClain of Allworth Financial
Co-Founder and Senior Partner
Pete Engelken of Allworth Financial
Chief Operating Officer
Scott Collins of Allworth Financial
SVP Business Development
Scott Hanson of Allworth Financial
Co-Founder and Senior Partner