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Contact us

Find your regional representative’s contact information, as well as numbers for more general inquiries. Or call our sales desk at 877-824-5615.


We look forward to speaking with you.

Registered Investment Advisors (RIAs)

General: 877-824-5615


RIA sales management

Greg Laurence, CIMA, CFP®
Managing Director
312-517-4025
greg.laurence@schwab.com

RIA sales representatives

Find your regional representative below.

West

Laura McDowell, CFP, CIMA
Regional Director
415-667-6322
Kristine Warner
Regional Investment Consultant
312-517-4076

Mountain

Sergio Lovato, CIMA
Regional Director
720-418-2183
Andrew Torok
Regional Investment Consultant
312-517-4450

Southeast

Paul Scudellari, CFP®
Regional Director
404-364-3072
Chris Jacobs
Regional Investment Consultant
312-517-4394

Midwest*

Chris Schneider, CIMA
Regional Director
312-517-4097
Devere Jones
Senior Regional Investment Consultant
312-550-6486

Northeast and Mid-Atlantic

Jake King
Regional Director
617-261-7978
Ned Seitler
Senior Regional Investment Consultant
516-584-6861

Advisors affiliated with banks or broker-dealers

Schwab Funds and Schwab ETFs representatives

Find your regional representative below.

Pacific

Alex Barrios
Senior Regional Investment Consultant
720-418-5263

Mountain

Joe Cali
National Sales Manager
720-418-5179

South Central

Dean Johnson, CFP®
Senior Regional Investment Consultant
720-418-5097

Midwest

Tyson Schwartz
Senior Regional Investment Consultant
720-418-4251

Mid Atlantic

Mindy Foulger
Senior Regional Investment Consultant
720-418-3031

Southeast and Northeast

Michael Chewning
Senior Regional Investment Consultant
720-418-5750

To request more information about our investment products, please contact:

Laudus Funds
P.O. Box 219975
Kansas City, MO 64121-9975
800-447-3332

Schwab Funds
P.O. Box 219647
Kansas City, MO 64121-9647
800-407-0256