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®

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®

Krisha Sleister
VP - Assistant Branch Manager

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.