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.

Peter Buchanan
VP - Financial Consultant

Adam Hargis
VP - Sr. Financial Consultant | CFP®

Dale Hicks
VP - Sr. Financial Consultant

Allison Jentsch
VP - Financial Consultant | CFP®

Beth Peacock Muller
VP - Financial Consultant

Ryan Smith
VP - Financial Consultant

Bradley Thebeau
VP - Financial Consultant

Catherine Woodside
VP - Financial Consultant | CFP®, MSF
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.