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.

Dan Boyett
VP - Branch Manager

Christopher Boyd
VP - Financial Consultant

Rich Bruzzone
VP - Financial Consultant

Ashley Cole
VP - Financial Consultant

Christopher Conover
VP - Financial Consultant

Michael Mazza
VP - Financial Consultant | CFP®

Rhonda McCline
VP - Financial Consultant

Daniel Shader
VP - Financial Consultant

Melissa Wacker
VP - Financial Consultant | CFP®, MBA

Reyna Ward
VP - Financial Consultant | AAMS®
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.