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.

Josh Brown
VP - Branch Manager | CFP®, CWS®

Martin Anderson
VP - Financial Consultant | MBA

Kathy Borkovec
VP - Sr. Financial Consultant | AAMS®

Anna Bouthillette
VP - Financial Consultant

Adrian Byrd
VP - Financial Consultant | MBA

Phyllis Egan
VP - Financial Consultant | CFP®

Chloe Goodwin
VP - Financial Consultant | CFP®

Troy Grospitz
VP - Financial Consultant | MBA

David Joseph
VP - Sr. Financial Consultant

Donald Klein
VP - Financial Consultant | CIMA®

Nicholas Koutris
VP - Financial Consultant | CFP®

Nick Kukawski
VP - Financial Consultant

Vineeth Maliakkal
VP - Financial Consultant | CFP®

Thomas Nowak
VP - Financial Consultant | CFP®

Dana Palmer
VP - Financial Consultant

Robert Siuty
VP - Sr. Financial Consultant | CFP®

Barry Skolak
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.
Join us for a local workshop
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Tax Planning (WM Topic)
Tax Planning topic within Wealth Management Topics Virtual & In-Person Invite - EML125020
17950 W. Corporate Drive
Brookfield, WI 53045
September 10, 2025
11:30 AM - 1:30 PM
Estate Planning Preparation (WM Topic)
Estate Planning Preparation topic within Wealth Management Topics Virtual & In-Person Invite - EML125020
500 W. 22nd Street
Oak Brook, IL 60523
September 17, 2025
5:30 PM - 8:00 PM
Tax Efficient Investing
Tax Efficient Investing topic within WAM General Topics Virtual & In-Person Invite - EML125018
500 S. THIRD STREET, STE. 135
GENEVA, IL 60134
October 1, 2025
12:00 PM - 1:00 PM