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.

Richard Brandi
VP - Branch Manager

Lupe Darley
VP - Financial Consultant

Jeff Glaser
VP - Sr. Financial Consultant | CFP®

Tanner Hout
VP - Financial Consultant

Joseph Kotran
VP - Financial Consultant | CFP®

Nathan Malone
VP - Financial Consultant | CFP®, MBA

Joshua Mann
VP - Financial Consultant

Aaron Myers
VP - Financial Consultant | AAMS®, CFP®

Chad Salit
VP - Financial Consultant | CFP®

Ian Withem
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.