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.

Adam Heatley
VP - Branch Manager | CWS®

Mark Anheier
VP - Sr. Financial Consultant | CFP®, CWS®

Jason Boe
VP - Financial Consultant | AAMS®

William Clanton
VP - Financial Consultant | CFP®, MBA

Rick Groff
VP - Sr. Financial Consultant | AAMS®, CFP®, CWS®

Alexander Gunther
VP - Financial Consultant | CFP®

Andrew McClain
VP - Financial Consultant | CFP®, CLU®, CWS®, ChFC®

Teresa Mosher
VP - Sr. 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.
Join us for a local workshop
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Getting Retirement Ready
Nearing retirement? Learn what it takes to plan a retirement that works for you.
1105 HAMMOND DR
ATLANTA, GA 30328
September 17, 2025
12:00 PM - 1:00 PM
Portfolio Management and Personalized Advice at Charles Schwab
Find the appropriate level of investment management for your needs, from managed portfolios and specialized strategies to customized advice.
1105 HAMMOND DR
ATLANTA, GA 30328
October 15, 2025
12:00 PM - 1:00 PM
Getting Retirement Ready
Nearing retirement? Learn what it takes to plan a retirement that works for you.
1105 HAMMOND DR
ATLANTA, GA 30328
November 19, 2025
12:00 PM - 1:00 PM