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.

Tim Wydo
VP - Branch Manager | CWS®

Rebecca Phalen
VP - Assistant Branch Manager | AAMS®

Laura Herfy
VP - Financial Consultant | MBA

Jack Kloka
VP - Financial Consultant

Eric Munro
VP - Financial Consultant

Scott Richey
VP - Financial Consultant

Randall Russo
VP - Sr. Financial Consultant

Kyle Stefan
VP - Financial Consultant | 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.