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.

Greg Allen
VP - Financial Consultant | CFP®

Kevin Clark
VP - Financial Consultant

Joshua Crader
VP - Financial Consultant

Crockett DuBose
VP - Financial Consultant | MBA

Finn Grant
VP - Financial Consultant

Andrew Lichtenberger
VP - Financial Consultant | CFP®

Mark Okragly
VP - Sr. Financial Consultant | CFP®, CWS®, ChFC®

Jordan Powell
VP - Financial Consultant | MBA

Marcus Reed
VP - Financial Consultant

Jack Salisbury
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.