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.

Daniel Stein
VP - Branch Manager | CFA®, CFP®

Brett Carter
VP - Financial Consultant

Bryan Carter
VP - Financial Consultant | CFP®

Brett Chelf
VP - Sr. Financial Consultant | CWS®

Gregory Gangitano
VP - Financial Consultant

Kelly Gough
VP - Financial Consultant | CFP®

Brendan Hughes
VP - Sr. Financial Consultant | CFP®, CWS®

Matthew Huling
VP - Financial Consultant

William Lang
VP - Financial Consultant | AAMS®

Lily Mohre
VP - Sr. Financial Consultant | CFP®

John Moriarty
VP - Sr. Financial Consultant | CFP®, CWS®

Sean Shaughnessy
VP - Financial Consultant

Brian Yee
VP - Sr. Financial Consultant | CFP®, 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.