Vancouver, WA Office

Candace Stogin is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 7 years of industry experience. Her work history includes roles at J.P. Morgan Securities LLC and Securities America, Inc. She is currently affiliated with Allworth Financial and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm employs customized portfolio strategies, including core-satellite, index allocations, and options-based overlays, and utilizes third-party sub-advisers alongside technology solutions to manage held-away accounts.

Jerod Patterson is a financial advisor at Allworth Financial, L.P. with four years of industry experience. He holds a Series 66 designation and has previously worked at Boise Cascade Co, Securities America, Inc., OSAIC, and AW Securities. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management using a variety of model strategies and provides both discretionary and non-discretionary services, incorporating technology to manage held-away retirement accounts without client login credentials.

Dean Eisenbraun is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, with 18 years of industry experience. He holds a Series 66 credential and has worked previously at Arbor Point Advisors, Securities America, Inc., and KMS Financial Services, Inc. Outside of advisory work, he manages multiple business entities involved in bookkeeping and financial administration. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio management through various model strategies and employs both discretionary and non-discretionary approaches, utilizing technology to manage held-away employer retirement accounts.

Kelly Jandreau is a financial advisor with Allworth Financial, L.P. based in Vancouver, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes long-term roles at KMS Financial Services, Inc. and Securities America, Inc., among other firms. Allworth Financial is a fee-based SEC-registered adviser serving individuals, retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, utilizing both discretionary and non-discretionary asset management, and employs technology to manage held-away retirement accounts without accessing client login information.

Jeffrey Brooks is a financial advisor at Allworth Financial, L.P. in Vancouver, WA, holding Series 63 and Series 66 licenses with 24 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America, Inc., KMS Financial Services, Inc., and Cetera Advisors LLC. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolio strategies, including model-based allocations and specialized approaches such as Buffered Equity ETFs and options overlays, and manages both discretionary and non-discretionary accounts.