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.

VP - Branch Manager

VP - Financial Consultant

VP - Financial Consultant

VP - Financial Consultant

VP - Financial Consultant | CFP®

VP - Financial Consultant | CFP®

VP - Financial Consultant

VP - Financial Consultant | MBA

VP - Financial Consultant
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.
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Market Outlook topic within WAM Market-Timely Topics Virtual & In-Person Invite - EML125019
43251 CRESCENT BLVD
NOVI, MI 48375
January 16, 2026
12:00 PM - 1:00 PM
Medicare topic within WAM General Topics Virtual & In-Person Invite - EML125018
43251 CRESCENT BLVD
NOVI, MI 48375
March 12, 2026
12:00 PM - 1:00 PM
Financial Planning topic within WAM General Topics Virtual & In-Person Invite - EML125018
987 Wilshire
Suite A
Troy, MI 48083
December 23, 2025
12:00 PM - 1:00 PM
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.
(1025-SM77)