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.

Cherie Ramirez
VP - Branch Manager

Michael Deoliveira
VP - Financial Consultant | MBA

Keith Dorrow
VP - Financial Consultant

Paul Dunk
VP - Sr. Financial Consultant

Susanna Hilboldt
VP - Sr. Financial Consultant

Peter Klimkow
VP - Financial Consultant

Max Lush
VP - Financial Consultant | CFP®

Daisy Meza
VP - Financial Consultant | CFP®

Austin Morrow
VP - Financial Consultant

Rithwik Pattem
VP - Financial Consultant

Timothy Sharp
VP - Financial Consultant | CFP®, MBA

Christine Yu
VP - Financial Consultant | CFP®, MBA
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.
Estate Planning Preparation (WM Topic)
Estate Planning Preparation topic within Wealth Management Topics Virtual & In-Person Invite - EML125020
500 W. 22nd Street
Oak Brook, IL 60523
September 17, 2025
5:30 PM - 8:00 PM
Tax Efficient Investing
Tax Efficient Investing topic within WAM General Topics Virtual & In-Person Invite - EML125018
500 S. THIRD STREET, STE. 135
GENEVA, IL 60134
October 1, 2025
12:00 PM - 1:00 PM