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.

Jason Hale
VP - Branch Manager | CFP®, CWS®

Eric Cantwell
VP - Financial Consultant | CFP®

Brian Esposito
VP - Sr. Financial Consultant | CWS®

Samuel Faria
VP - Financial Consultant | CFP®

Michael Freeman
VP - Sr. Financial Consultant | AAMS®

Anthony Johnson
VP - Financial Consultant | CFP®, CWS®

Thomas Lloyd
VP - Financial Consultant | AAMS®

Jordan Sabatino
VP - Financial Consultant | AAMS®

Daniel Seletsky
VP - Financial Consultant

Glenn Smith
VP - Assistant Branch Manager

Robert Vargas
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.