Your needs expertly handled.
Schwab consultants have one goal: To help you reach your goals. Benefit from our expertise, and rest assured your local branch team is always available to answer questions or provide guidance on your financial strategy.

Brian Cohrt
VP - Branch Manager | CWS®

Krisha Sleister
VP - Assistant Branch Manager

Bruce Broughton
VP - Sr. Financial Consultant

Mike Chen
VP - Financial Consultant

Kolby Gaston
VP - Financial Consultant | AAMS®, CFP®, CWS®

Zach Gibson
VP - Financial Consultant

Margaux Holloschutz
VP - Financial Consultant | CFP®

Brad Junker
VP - Sr. Financial Consultant

Ryan Kaplan
VP - Sr. Financial Consultant

Jamie Lotta
VP - Financial Consultant

Hunter Moreira
VP - Financial Consultant

Aaron Olson
VP - Sr. Financial Consultant | AAMS®

Chris Pham
VP - Financial Consultant

Nick Pham
VP - Financial Consultant

Jeff Ratti
VP - Financial Consultant

Jason Rosser
VP - Financial Consultant

Schuyler Sander
VP - Financial Consultant | AAMS®

Alec Schuldt
VP - Financial Consultant

Jonathan Wang
VP - Financial Consultant | CFP®, CPWA®, ChFC®

Shae Wiley
VP - Financial Consultant

Roshi Zamani
VP - Financial Consultant
We have one focus: You.
Whether you prefer to manage your own investments or work with a consultant, we support every financial journey and offer tailored solutions for all wealth levels. As your needs evolve, your Schwab team can grow with you - ensuring that your financial strategy stays seamless and aligns with what matters most to you and your family.
Join us for a local workshop
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Wealth Management (WM Topic)
Wealth Management topic within Wealth Management Topics Virtual & In-Person Invite - EML125020
11100 NE 8TH ST STE 840
BELLEVUE, WA 98004
October 14, 2025
2:45 PM - 4:00 PM
Concentrated Stock
Concentrated Positions topic within WAM General Topics Virtual & In-Person Invite - EML125018
10500 NE 8th St
Bellevue, WA 98004
October 22, 2025
5:30 PM - 8:00 PM
Additional resources
Everything you need to take charge of your finances.Past performance is no guarantee of future results.
There are eligibility requirements to work with a dedicated Financial Consultant.
Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.
Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
(0225-RXK8)