Lone Tree

Visit Schwab's Lone Tree, CO branch, your local investment firm offering financial services near you

Request appointment: opens in a new window

Address

9899 Schwab Way, Suite 100
Lone Tree, CO 80124-5377: opens in a new window

Ample free parking in attached parking lot.

Hours

  • Mon - Fri: 8:30 a.m. - 5:00 p.m.
  • Sat - Sun: Closed
  • Check Deposits: Accepted until 5:00 p.m.

Contacts

While appointments are suggested, we are happy to assist you at any time during business hours.

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.

Mike Elam

VP - Branch Manager | AAMS®, AWMA®, CWS®, MBA

Sarah Beckett

VP - Financial Consultant | CFP®

Andrew Bergner

VP - Financial Consultant

Ryan Bernard

VP - Financial Consultant | CFP®

Jordan Blaylock

VP - Financial Consultant

Tim Chommala

VP - Financial Consultant | AAMS®

Tristyn Gebhardt

VP - Sr. Financial Consultant | AAMS®, CFP®, ChFC®

Jerry Ho

VP - Financial Consultant

Andrea Larson

VP - Financial Consultant | AAMS®, CFP®

Michael Lobato

VP - Financial Consultant | CFP®

Joe McCleskey

VP - Sr. Financial Consultant | AAMS®, CFP®, CTFA

Grant McGinty

VP - Financial Consultant | CFP®, CRPC®

Jack Moore

VP - Sr. Financial Consultant | CFP®, CWS®

Thomas Murray

VP - Sr. Financial Consultant | CFP®, ChFC®, MBA

Michael Oserow

VP - Sr. Financial Consultant | CFP®, CWS®

Jeff Simmons

VP - Sr. Financial Consultant | CFP®, CWS®

Brent Swanberg

VP - Financial Consultant | CFP®

Joshua Van Wagenen

VP - Assistant Branch Manager | CFP®, CLU®, MBA

Garrett Waltermire

VP - Financial Consultant

Brett Woodward

VP - Sr. Financial Consultant | AAMS®, AWMA®, CFP®, CWS®, ChFC®

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.

Additional resources

Everything you need to take charge of your finances.

Forms + Applications

Find the forms you need, fast.

Schwab Accounts

Open an account online.

Insights + Ideas

Get market perspectives and commentary.

Schwab Mobile App

One app for all your financial needs.

Past performance is no guarantee of future results.

There are eligibility requirements to work with a dedicated Financial Consultant.

Talking to a Financial Consultant is complimentary, although the implementation of any recommendations made during the consultation may result in trade commissions or other fees, charges, or expenses.

Wealth management refers to products and services available through the operating subsidiaries of The Charles Schwab Corporation, of which there are important differences, including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. It is important to understand the differences when determining which products and/or services to select.

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