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.

Todd Woods
VP - Branch Manager | CWS®

Danny Bhavsar
VP - Financial Consultant | CFP®, MBA

Ryan Broyles
VP - Financial Consultant | AAMS®, CFP®

Dave Ethington
VP - Financial Consultant | CFP®

Marshall Ferraro
VP - Sr. Financial Consultant

Brandon Kocmoud
VP - Financial Consultant | CFP®, MBA

Stephen Liepold
VP - Sr. Financial Consultant | CFP®, CWS®

Veronica Otero
VP - Financial Consultant

Dan Reiss
VP - Financial Consultant | CMT®

Dominick Sardella
VP - Financial Consultant | CFP®, MBA

Steve Thornton
VP - Assistant Branch Manager
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.