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.

Robert Chiocca
VP - Branch Manager

Eric Brown
VP - Financial Consultant | AAMS®

Michael Kemper
VP - Financial Consultant | CFP®

James Koenn
VP - Financial Consultant

Wendy Nice
VP - Financial Consultant | AAMS®

Nicholas Owczarzak
VP - Financial Consultant | AAMS®

Mark Sekera
VP - Financial Consultant

Craig Thompson
VP - Financial Consultant | AAMS®, CWS®
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.