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.

Charles Choe
VP - Branch Manager | CFP®, CWS®

Kevin Deluca
VP - Financial Consultant | AAMS®, CFP®

Matt Goldman
VP - Financial Consultant

Corey Graving
VP - Assistant Branch Manager

Chris Krueger
VP - Financial Consultant | CFP®

Chris McDermott
VP - Financial Consultant | CFP®

Carmen Valiquette
VP - Financial Consultant

Joe Woods
VP - Sr. Financial Consultant | CWS®
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.