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.

Rick Mihm
VP - Branch Manager

Brian Caudill
VP - Financial Consultant | CFP®

Christopher Cennamo
VP - Financial Consultant

Peter Cooper
VP - Financial Consultant

Jason Haunty
VP - Financial Consultant

Kim Hunkler
VP - Sr. Financial Consultant | AAMS®, CWS®

Tara Johnson
VP - Financial Consultant | CWS®

Matt Watson
VP - Financial Consultant | CFP®, CWS®, 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.