Woodbury
Visit Schwab's Woodbury, MN branch, your local investment firm offering financial services near you.
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 Wagenbach
VP - Branch Manager | CFP®, CWS®
Alan Sullivan
VP - Assistant Branch Manager
Dwayne Dean
VP - Sr. Financial Consultant
Kayla Dmowski
VP - Financial Consultant | CFP®
Andrew Fritsch
VP - Financial Consultant | CFP®, MBA
Chase Hedlund
VP - Sr. Financial Consultant
Ben Hoeffler
VP - Financial Consultant | CFP®, MBA
Ryan McNelis
VP - Financial Consultant
Jonathan Mouavangsou
VP - Financial Consultant
Mark Paolucci
VP - Financial Consultant | WMCP®
Christian Zepeda
VP - Financial Consultant | CFP®
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.
Tax Efficient Investing
Tax Efficient Investing topic within WAM General Topics Virtual & In-Person Invite - EML125018
130 Lake Street W.
Wayzata, MN 55391
December 3, 2025
10:00 AM - 11:00 AM
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)