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.

Michael Continelli
VP - Branch Manager | CFP®

Joanne Bolden
VP - Assistant Branch Manager | CFP®

Tim Killea
VP - Financial Consultant | CFP®

Ken Liskey
VP - Sr. Financial Consultant | MBA

Dana LoMonaco
VP - Financial Consultant

Colleen Lotto
VP - Financial Consultant | CFP®

Michael Maniscalco
VP - Sr. Financial Consultant

Shane McMahon
VP - Financial Consultant | CFA®, MBA

Ed Nescio
VP - Financial Consultant | CFP®

Joseph Panaccio
VP - Financial Consultant

Ryan Schwab
VP - Financial Consultant | CFP®

Tiger Stidnick
VP - Financial Consultant

Andrew Tompkins
VP - Financial Consultant | CFP®

Kathleen Zarella
VP - Financial Consultant
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.