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.

Jessica Camacho
VP - Branch Manager

Nick Darrin
VP - Financial Consultant | AAMS®

Anne Knutzen
VP - Financial Consultant

James McCaughey
VP - Financial Consultant

Vlad Poston
VP - Financial Consultant

Isadore Schifano
VP - Sr. Financial Consultant | CWS®

Dave Scott
VP - Financial Consultant | CFP®

Mike Smith
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.