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.

Tim Wydo
VP - Branch Manager | CWS®

Joe Candela
VP - Financial Consultant

Mary Hoadley
VP - Financial Consultant | AAMS®, MBA

Christopher Mikell
VP - Financial Consultant

Rebecca Phalen
VP - Assistant Branch Manager | AAMS®

Pedro Rivas
VP - Financial Consultant

Nicholas Selca
VP - Financial Consultant

David Vera
VP - Financial Consultant | CFP®, ChFC®
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.