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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.

Download Regional Map

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

Sales management

Kristin Gibson

Kristin Gibson
Managing Director
O: 720-418-5178
kristin.gibson@schwab.com

Senior Regional Investment Consultants

Find your regional representative below.

Download Regional Map

Pacific

Alex Barrios
Senior Regional Investment Consultant
720-418-5263

Mountain

Joe Cali, CIMA®
National Sales Manager
720-418-5179

South Central

Dean Johnson, CFP®, CIMA®
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

Michael Chewning, CPWA, CIMA®
Senior Regional Investment Consultant
720-418-5750

Northeast

Brendan Coleman
Senior Regional Investment Consultant
781-591-3366

National Account Executives

Gail Goulet
National Account Executive
O: 610-971-6599

Joe Tedesco
National Account Executive
O: 636-628-8947

Jackie Zelenko
National Account Executive
O: 301-204-3980

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