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.

Grant Halls
VP - Branch Manager | AAMS®, CFP®

Connor Anderson
VP - Financial Consultant | AAMS®, CFP®

Curtis Hubbell
VP - Financial Consultant | CFP®, CWS®

Dominick Lopez
VP - Sr. Financial Consultant

Will Riddle
VP - Financial Consultant | CFP®

Eliot Rowland
VP - Financial Consultant

Mckayla Stutz
VP - Assistant Branch Manager

Jeff Tipton
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.