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.

Jim Mclean
VP - Branch Manager | CFP®

Irina Podmolska
VP - Assistant Branch Manager | CFP®, MBA

Hunter Ferry
VP - Financial Consultant | AAMS®

Sean LeBoeuf
VP - Financial Consultant | AAMS®, CFP®, CMFC®

Jon McKnight
VP - Sr. Financial Consultant | AAMS®, CFP®

Michael Smith
VP - Financial Consultant

Adam Smolnycki
VP - Financial Consultant | CFP®
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.