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.

Nathan Parrish
VP - Branch Manager | CFP®, CWS®

Joseph Bridge
VP - Financial Consultant | CFP®

Jesse Campion
VP - Financial Consultant

Robert Freddino
VP - Financial Consultant

David Hurst
VP - Financial Consultant

Matthew Kelly
VP - Sr. Financial Consultant

John Lewe
VP - Sr. Financial Consultant

McKay Mertz
VP - Financial Consultant | CFP®

Kevon Purnell
VP - Financial Consultant

Sean Romero
VP - Financial Consultant

Brian Suto
VP - Sr. Financial Consultant | CWS®, MBA
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.