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.

Adam Evans
VP - Branch Manager | CFP®, CWS®

Charlie Brandt
VP - Sr. Financial Consultant | CFP®, MBA

Tien Cheek
VP - Financial Consultant | CWS®

Cody Greeb
VP - Sr. Financial Consultant | CFP®

Sean Higgins
VP - Financial Consultant | CFP®, MBA

Paul Jacobs
VP - Financial Consultant | CFP®

Jeremy Livingston
VP - Financial Consultant | CFP®

Deanna Sherman
VP - Assistant Branch Manager | CWS®

Ed Shuss
VP - Financial Consultant

Amanda Simmons
VP - Financial Consultant

Joe Vonnahme
VP - Financial Consultant

Bill Vosik
VP - Sr. 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.