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.

Andrew Cronk
VP - Assistant Branch Manager

Cade Bass
VP - Financial Consultant | CFP®

Jack Blanchflower
VP - Financial Consultant

JD Dargai
VP - Financial Consultant | CFP®

Paul Dominguez
VP - Financial Consultant

Robert Krebs
VP - Financial Consultant | AAMS®

Joe Northern
VP - Financial Consultant

Liza Ormuz
VP - Financial Consultant | AAMS®

Gina Shaffer
VP - Financial Consultant | AAMS®

Leland White
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.
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.
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