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.

Steve Higgins
VP - Branch Manager | CFP®

Jake Blackburn
VP - Financial Consultant | CFP®

Grant Campbell
VP - Financial Consultant

Nathaniel Cicotello
VP - Sr. Financial Consultant | CFP®

Greg Fesperman
VP - Financial Consultant | AAMS®, CFP®

Robert Heller
VP - Financial Consultant | AAMS®

Cheri Maasen
VP - Sr. Financial Consultant | AAMS®, CFP®

Dillon Tanchinh
VP - Financial Consultant

Max Vezzani
VP - 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.