As a Schwab Independent Branch Leader and Financial Consultant, I lead an independent branch in Edwardsville. I’m passionate about advocating for local investors in metro east and our surrounding communities and I share Schwab’s belief that honesty and accountability are the cornerstones of strong relationships. When you visit our local branch, you’ll find that we provide financial guidance on you
r terms. We partner with you to understand your goals, create a personalized plan, and develop your investment strategy. We can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more
Schwab’s modern approach to wealth management is all about transparency, value, and helping you take ownership of your financial life. That’s why we encourage you to get involved, ask tough questions, and demand accountability. No Bank Guarantee. May Lose Value
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