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®

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®

Alan Sullivan
VP - Assistant Branch Manager

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.