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.

Monica Vazquez
VP - Branch Manager | CWS®, MSF

Desmond Bascombe
VP - Financial Consultant | CFP®, MSF

John Norris
VP - Financial Consultant

Brett Risley
VP - Financial Consultant | CFP®

Jeffrey Styer
VP - Financial Consultant | CFP®, CIMA®, MBA

Sandra Taylor
VP - Sr. Financial Consultant | CFP®, CWS®, MBA

Carlos Viganoni
VP - Financial Consultant

Wyatt West
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.