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.

Connor Bieda
VP - Financial Consultant | CFP®

Jeannie Boh
VP - Financial Consultant | CFP®

Remy Bolea
VP - Financial Consultant | AAMS®, CFP®

Jim Cartwright
VP - Financial Consultant | CFP®

Lance Jacobs
VP - Financial Consultant | CFP®

Renee King
VP - Financial Consultant | AAMS®

Samir Mohamed
VP - Financial Consultant

Matt Pezel
VP - Sr. 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.