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.

Daniel Stein
VP - Branch Manager | CFA®, CFP®

Jordan Ciulla
VP - Financial Consultant | CFP®

Jeff Eisenbud
VP - Financial Consultant

Janet Haley
VP - Financial Consultant | CFP®

Richard Jones
VP - Financial Consultant

Max Nixon
VP - Financial Consultant

Brian Petersen
VP - Financial Consultant | CFP®

Ryan Ulrich
VP - Financial Consultant | AAMS®

Andy Vitalis
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.