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.

Jess Carr
VP - Financial Consultant

Chris Castaneda
VP - Financial Consultant | CFP®

Sunny Gao
VP - Sr. Financial Consultant | CFA®, MBA

Jan Gewont
VP - Financial Consultant | CAIA®

Patrick Mcdermott
VP - Financial Consultant

William Moore
VP - Financial Consultant | AAMS®

Bryan Parrish
VP - Financial Consultant

Andrew Temple
VP - Financial Consultant | CFP®, MBA
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.