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.

Mike Redelman
VP - Branch Manager | AAMS®, CWS®

Josh Hobbs
VP - Assistant Branch Manager | AAMS®

Keith Carpenter
VP - Financial Consultant | WMCP®

Tyler Hardtke
VP - Financial Consultant | CFP®

Gregory Kaiser
VP - Financial Consultant | AAMS®

Patrick McNamara
VP - Financial Consultant

David Mestemaker
VP - Financial Consultant

Daniel Neeley
VP - Financial Consultant | AWMA®

Lane Padgett
VP - Financial Consultant

Amanda Perkins
VP - Financial Consultant | CFP®

Andrew Peter
VP - Sr. Financial Consultant | CFP®

Greg Rybarczyk
VP - Financial Consultant | CFP®

Austin Sheehan
VP - Financial Consultant

Brian Smith
VP - Financial Consultant | AAMS®

Will Varwig
VP - Financial Consultant

David Wolf
VP - Financial Consultant | CFP®

Chris Wood
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.
Additional resources
Everything you need to take charge of your finances.Past performance is no guarantee of future results.
There are eligibility requirements to work with a dedicated Financial Consultant.
Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.
Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.
(1025-SM77)
