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.

Carter Baker
VP - Financial Consultant | AAMS®

Diego Berrocal
VP - Financial Consultant

Daniel Brooks
VP - Financial Consultant

James Egan
VP - Sr. Financial Consultant

Garrett Huff
VP - Financial Consultant

Josh Palaszewski
VP - Financial Consultant

Bill Richardson
VP - Sr. Financial Consultant | CWS®

Jonathan Rodriguez
VP - Financial Consultant | MBA

Joseph Simons
VP - Financial Consultant | AAMS®
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.