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.
Build a Strong Investing Foundation
Get familiar with basic investment concepts and the key building blocks for a solid investing plan.
1105 Hammond Drive
Sandy Springs, GA 30328
November 26, 2025
11:00 AM - 12:00 PM
7 Fundamentals You Need for Investing Success
Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
1105 HAMMOND DR
ATLANTA, GA 30328
December 2, 2025
12:00 PM - 1:00 PM
7 Fundamentals You Need for Investing Success
Find out more about seven key investing principles that can guide you in developing, implementing, and staying on track with your plan.
1105 HAMMOND DR
ATLANTA, GA 30328
December 3, 2025
12:00 PM - 1:00 PM
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)
