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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.

For retirement professionals

Below, you'll find contact information for retirement professionals, as well as regional contacts for defined contribution advisors.

All inquiries

Phil Heyer
Regional Investment Consultant
720418-2874

Shane Smith
Regional Investment Consultant
720-418-3824

Consultant Relations

Neil Hickey, CIMA
Managing Director DCIO | Consultant Relations
617-960-5217

Business Development

Marissa Solomon
Managing Director DCIO | Business Development
720-418-2241

Defined contribution advisors

West

Joe Wraga
Regional Director
415-667-6317

Central

Mark Branish
Mark Branish, CIMA
Regional Director
720-418-4621

East

Michael Harrington
Michael Harrington
Regional Director
610-971-1550

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