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.

David Maniscalco
VP - Branch Manager | CWS®, MBA

Nick Baker
VP - Financial Consultant | CFP®

Mark Findling
VP - Sr. Financial Consultant | CWS®

Jay Gentry
VP - Sr. Financial Consultant | CFP®, CWS®

Gregg Goodrich
VP - Financial Consultant | CFP®

Joe Leighty
VP - Sr. Financial Consultant | CFP®, CWS®

Gary Libler
VP - Financial Consultant | AAMS®, CFP®

Brian Montgomery
VP - Sr. Financial Consultant | AAMS®, CWS®

Xavier Williams
VP - Assistant Branch Manager | CFP®, MBA
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.