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.

Tamara Taylor
VP - Branch Manager

Brian Balogh
VP - Sr. Financial Consultant

Mason Drum
VP - Financial Consultant

Terry Jones
VP - Financial Consultant | MBA

Ayesha Naseem
VP - Financial Consultant

Bobby Reese
VP - Assistant Branch Manager

Jan Schiedel
VP - Sr. Financial Consultant | CFP®

Christopher Vonde
VP - Sr. Financial Consultant | CWS®
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.