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.

Stephen Kucharski
VP - Branch Manager

Robert Baird
VP - Financial Consultant

Pari Chinoy
VP - Financial Consultant

Dave Engstrom
VP - Financial Consultant

Jack Guiboux
VP - Financial Consultant | CFP®

Keaton Hirsch
VP - Financial Consultant | CFP®

Todd Perttula
VP - Financial Consultant

Robin Spencer
VP - Financial Consultant | MBA

Erik Talmage
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.