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.

Rob Hyde
VP - Branch Manager | MBA

John Cavalaris
VP - Financial Consultant | CFP®

Stephen Cless
VP - Sr. Financial Consultant | CFP®

Zaire Doss
VP - Financial Consultant

Evan Flatto
VP - Financial Consultant | CFP®, ChFC®

Spencer Hunzeker
VP - Financial Consultant | CFP®

Sedrick McDonald
VP - Financial Consultant | CFP®

Lance Park
VP - Financial Consultant | CFP®, CIMA®, MBA
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.
Join us for a local workshop
Attend a complimentary workshop to learn more about investing, trading, wealth management, and other topics.
Estate Planning Preparation (WM Topic)
Estate Planning Preparation topic within Wealth Management Topics Virtual & In-Person Invite - EML125020
500 W. 22nd Street
Oak Brook, IL 60523
September 17, 2025
5:30 PM - 8:00 PM